Marketing

Coconut Software Blog Hero - Credit Unions Connect With Millenials
By Katherine Regnier in Marketing - Apr 2, 2019

3 Ways Credit Unions Can Connect With Millennials

Katherine Regnier, CEO and Founder of Coconut Software highlights the three key methods Credit Unions can use to connect with millennials.

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Coconut Software Blog Hero - Credit Unions Connect With Millenials
By Kelly Wilson in Customer Experience Marketing Operations - Mar 25, 2019

Customer Effort Score Explained, and How Banks and Credit Unions Can Enhance it

As a bank or credit union, your customers depend on you for their high-value financial needs, so you want them to be able to access your appointment scheduling channels as easily as possible in order to drive that additional revenue to your organization. In this blog post, we will discuss how you can improve your […]

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Coconut Software - Blog Hero - Customer On-Boarding
By Kelly Wilson in Operations - Feb 6, 2019

How Can Customer On-Boarding Reduce Churn?

Increasing sales of your business products are great, but how successful are increased sales if customer churn rises with them? When customers buy a new product promising increased operational efficiencies within their organization, they sometimes forgo the customer on-boarding process because they do not have the time, or they were not aware that on-boarding for […]

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Coconut Software - Blog Hero - Appointment Scheduling Software Increases Revenue
By Kelly Wilson in Operations - Jan 30, 2019

How to Increase Revenue with Appointment Scheduling Software

Credit unions and banks rely on generating revenue through their appointments, making it crucial to maximize ROI on interactions. Learning to increase revenue with appointment scheduling software is a key way to maximizes these interactions to get the most value out of this customer touchpoint. Interested in learning more about appointment management software? Download Coconut […]

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Coconut Software - Blog Hero - Brand Vendor
By Kelly Wilson in Marketing - Jan 16, 2019

Partnering With Vendors Providing Custom Branding

Have you ever visited a company website, clicked on a link from a call to action, and been redirected over to a web page that no longer looked or felt like the brand? If so, did you continue along the customer journey? Or did you bounce? Inconsistent branding can lead to brand confusion as well […]

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Coconut Software - Blog Hero - Real Time Service
By Kelly Wilson in Operations - Jan 10, 2019

The Importance of Providing Real-Time Service

Did you know 80% of customers drop off the line when placed on hold for over 1 minute to schedule an appointment?  Reduce churn, and optimize the customer experience by providing real-time service. As an appointment driven business, it is crucial you provide a seamless scheduling experience for your customers to drive business to your […]

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Coconut Software - Blog Hero - Customer Journey Mapping
By Kelly Wilson in Marketing - Jan 4, 2019

The Importance of Customer Journey Mapping

Failing to understand and map out how a new solution will fit into an existing customer journey risks making the experience worse, rather than better. After implementing new technology, there is an increased risk of a low adoption rate from customers. More often than not, this lack of adoption stems from the fact that the […]

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Coconut Software - Blog Hero - Integrate CRM with Appointment Solution
By Kelly Wilson in Digital Innovation - Dec 12, 2018

Why Integrate CRM With Your Appointment Management Solution

Appointment management software plays a critical role in any organizations digital transformation. To get the most out of your solution, integrating your CRM software is a necessity. Doing so avoids a disjointed operations and a silo’d workforce, not to mention setting your organization up for future success. If you choose to implement and integrate a […]

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Coconut Software - Blog Hero - OperationalInefficiencies
By Kelly Wilson in Operations - Oct 31, 2018

Identify Operational Inefficiencies in your Organization

Identifying your organization’s operational inefficiencies is a key step when choosing software implementations during a digital transformation. By correctly diagnosing any issues, you will be able to develop a clear picture of the technology implementation process you need. In appointment-driven businesses, it is a common issue for organizations to experience both back-end and front-end inefficiencies […]

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Coconut Software - Blog Hero - Customer Behaviour Data
By Kelly Wilson in Marketing - Oct 3, 2018

How to Use Customer Behaviour Data to Grow Revenue

Customer experience is a critical differentiator. How can organizations strive to improve the quality of the services that they offer?

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