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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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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3 Digital Banking Initiatives to Increase Branch Traffic
Streamline workflows, boost loyalty, and increase productivity. Discover how appointment management solutions eliminate operational inefficiencies.
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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.
Continue reading 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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6 Simple Ways to Optimize Your Website Calls-To-Action to Increase Appointment Volume and Revenue
In our last blog, we discussed how to increase the probability of customers successfully booking an appointment with your organization, by reducing the number of steps it takes to complete a call-to-action. To drive even more revenue-generating appointments through calls-to-action on your website, your organization can use appointment booking software to eliminate friction, track and […]
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How to Instantly Increase Revenue Generating Appointments with Calls-to-Action
As a marketer at a financial institution, creating revenue generating appointments to fill your pipeline is a key part of the job. More and more, you’ve observed that your customers are looking to connect with your organization online, through a number of channels–mobile app, website, — and scheduling appointments is no exception. Customer behaviour has […]
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How to Attract and Retain Millennial Customers
The norm of face-to-face interactions for banks and credit unions is beginning to shift with the introduction of millennial consumers. Because of this, banks and credit unions face a difficult issue; how do you attract and retain customers who want to minimize interaction, and crave an enhanced digital experience. Over the next 10 years, 75% […]
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3 New Banking Initiatives for 2019
On average, banks have become bigger, more profitable and better capitalized over the last decade, but which banking initiatives are key to their success? New initiatives in banking that encompass digital transformation has allowed the customer experience and operational processes to be greatly enhanced in many financial institutions, leading to their increasing success. What can […]
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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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