News and Events

Coconut Software - Blog Header - Key Findings - Embracing a Customer First Mindset
By Sean Wilson in Customer Experience News and Events - Sep 5, 2019

Embracing a Customer-First Mindset: Key Findings From the Panel Discussion

In our recent panel discussion, financial industry experts weighed in on changing customer expectations. Check the highlights here.

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Coconut Software - Blog Header - Digital Transformation
By Sean Wilson in Customer Experience Digital Innovation - Jul 31, 2019

Are You Addressing Customer Experience in your Digital Banking Transformation?

Financial Brand says digital transformation has seen significant investment by banks and credit unions, yet customer experience is stagnant. Let’s discuss.

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Coconut Software - Blog Hero - Steps to Improving Operational Efficiency
By Sean Wilson in Operations - Jul 3, 2019

3 Steps to Improving Operational Efficiency

From your employees, to your customers, to the data that ties them together, discover how to identify and eliminate operational inefficiencies in 3 steps.

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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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WP-Blog-Hero-Digital-Banking-Initiatives
By Kelly Wilson in Customer Experience Marketing Operations - May 15, 2019

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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Coconut Software Background 16
By Sean Wilson in Digital Innovation - Apr 24, 2019

5 Things Financial Institutions Forget During a Digital Transformation

Make your digital initiatives work for you, not against you. Check our top 5 digital transformation errors and how Coconut Software can help you avoid them.

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Coconut Software Blog Hero 15
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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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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