Customer Experience

Coconut Software - Blog Hero - FB Consumer Study Highlights
By Sean Wilson in Customer Experience - Jul 10, 2019

2019 Future Branches Consumer Study: Highlights From the Report

Digital banking is on the rise, and the role of the branch is evolving. View how with highlights from the 2019 Future Branches Consumer Study.

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Coconut Software - Blog Hero - Learnings from the Bank of Amazon
By Sean Wilson in Customer Experience - Jun 21, 2019

4 Customer Experience Lessons Banks & Credit Unions Can Learn From Amazon

From data utilization to partnerships, Amazon reigns supreme in customer experience. With a ‘Bank of Amazon’ on the horizon, it’s time to take notes.

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Coconut Software - Blog - Digital Transformation
By Kelly Wilson in Digital Innovation - Jun 13, 2019

6 Steps to a Successful Technology Implementation Process

What can you do to ensure a smooth technology implementation process? Coconut Software has the 6 best steps to ensure a successful implementation.

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Coconut Software - Blog Hero - 4 Innovations in Fintech - 2
By Sean Wilson in Digital Innovation Marketing - May 24, 2019

4 Fintech Innovations for Creating Deeper Connections

The top 4 tech innovations in fintech emerging are turning casual bankers into devoted customers. How can banks and credit unions benefit from this trend?

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Coconut Software - Blog Hero - Walk-In Appointment Journey
By Kelly Wilson in Operations - May 2, 2019

Manage the Walk-In Appointment Journey

Give your customer experience and branch performance a boost with Coconut Lobby Management. The ‘phigital’ solution to mapping the customer journey.

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Banking on Millennials Header
By Suchet Randhawa in Customer Experience Marketing - Apr 29, 2019

Banking on Millennials

Everyone wants to get in on the booming millennial generation and their precious dollars, but how? As the financial needs of millennials continue to rise, you need to be ready to provide quality service through the channels they prefer. But the question is, what do they prefer? And have you changed your strategy to cater […]

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By Sean Wilson in Customer Experience Operations - Apr 24, 2019

When Channel Switching Interrupts the Customer Journey

Looking to optimize the customer experience? Stop forcing clients to switch channels. Provide a personalized, intelligent experience with Coconut Software.

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By Sean Wilson in Customer Experience Marketing - Apr 17, 2019

Organizational Loyalty and Customer Experience

With the current wave of digital transformation sweeping over the FinServe industry, organizational loyalty have become key to success. Customers are beginning to expect and demand the enhanced customer journey that comes with it from their service providers. These changes have brought them benefits like real-time service and immediate interactions between organizations and their customers, […]

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Coconut Software - Self-Service
By Sean Wilson in Customer Experience Operations - Apr 9, 2019

Balancing Millennials and Boomers in a Self-Service Era

When banks and credit unions discuss the industry’s current digital transformation and its push toward a more comprehensive mobile and online experience, it’s easy to get stuck thinking about it as a service that solely caters to the Millennial mindset. As discussed on our previous post on attracting Millennial clients, the ability to view real-time […]

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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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