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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By Kelly Wilson in Customer Experience Marketing Operations - Aug 5, 2019

Tracking Appointment Analytics to Improve Customer Experience

Learn to use appointment and customer data to give your organization an edge over the competition. Track appointment analytics with Coconut Software.

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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 - 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 - 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 - 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 - Blog - Financial Boomer Crisis
By Sean Wilson in Digital Innovation - May 7, 2019

Strategies for the Impending Baby Boomer Crisis

Explore the boomer issues presented in a recent Financial Brand article, & how Coconut’s customer experience software fits into the marketing strategy.

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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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