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Tag: From the CEO – Katherine Regnier

Coconut Founder and CEO Heads To Silicon Valley

Her Bags Are Packed And She Is Ready To Go Coconut Calendar’s CEO and Founder, Katherine Regnier, has been invited to a prestigious one-month mentorship program in San Francisco, hosted by Neal Dempsey. A Bit About Neal Dempsey Neal Dempsey lives in California and he was one of the first personal investors in Starbucks. He started his career in sales and is now Senior Partner at Bay and responsible for 9 board seats and driving the company’s investment towards liquidity. He has invested in innovative, industry-changing companies like, Guidewire (market cap: $2.09 billion), Eloqua (which was acquired in 2012 by Oracle for $871 million) and DropCam. You can read more about Neal here. Neal’s Running Start Program is a month-long mentorship program focused on up-and-coming business owners in trending industries. Neal is passionate about new businesses and investing his time in developing great, emerging leaders. The goal of the program is to work 1:1 with select centerpreneurs to help grow their businesses and develop key relationships, focusing on specific areas of opportunity. Neal has selected 4 business owners from around the world and Katherine is one. Here is what Neal has to say about Katherine and Coconut Calendar.   THE JOURNEY IS ABOUT TO BEGIN… Neal’s Running Start program will start April 23rd and runs until May 24th. Looking to boost revenue and deliver a premium experience to your clients? Schedule a consultation with Coconut Software to learn more about how our appointment scheduling solutions can get you there. About Coconut Software Coconut Software, a Saskatoon-based tech company, is an industry leading software company that provides sophisticated yet simple appointment and lobby management solutions. Geared towards managing walk-ins, on-site & pre-booked appointments, all while providing real-time insights to optimize results, Coconut provides enterprise level solutions that redefine how customers interact with organizations while maintaining the highest levels of security and compliance. Born out of a need for real-time, easy-to-adopt scheduling and customer management, Coconut is the preferred solution for modern banks and credit unions across North America. Since its founding in 2011, the company has quickly become the leader in appointment scheduling and lobby management platforms for modernizing the customer experience, while saving companies time and money.

The 5 Hidden Business Impacts of Bank Appointment Scheduling Software

5 Hidden Benefits of Appointment Scheduling Software

During a recent visit to New Orleans, I had the privilege of engaging with customers and industry experts, and digging into their pain points when it comes to truly enhancing their customers’ experiences, and their branch productivity.  As it turns out: There was a lot of pain there. One recurring problem statement that arose in conversation was how bank branches can evolve from being solely transactional hubs into full-featured advisory centers.  It’s not surprising: The need for today’s financial institutions to drive intentional, high-value interactions between customers and advisors is more pressing than ever. What was surprising in these discussions was the widespread gap in understanding that the solution to this transformation is possible and—indeed—already exists: Appointment scheduling software and lobby management, which, beyond streamlining operations, offers profound benefits. I’d like to fill the knowledge gap on just a few of those benefits right now. Benefit #1. Make invisible data visible to drive operational change. In the quest to transition branches into advisory-centric spaces, understanding how advisors allocate their time is paramount. Without a robust system to monitor activities, banks operate in the dark, making it challenging to meet performance metrics and address customer needs effectively. Implementing comprehensive appointment scheduling systems provide true clarity on the entire customer journey—from more simple account openings, to complex services like mortgage consultations. They answer burning questions from banks like:  Did the customer attend their appointment?  What prompted their visit?  Have they interacted with other departments previously?  Data-driven answers to these huge questions give the granular insight needed to truly understand—and powerfully serve—your customers on their preferred channels.  For banks, in both the short and long term, translates to higher retention rates and increased referral business. Benefit #2. Uplift your advisors by harmonizing demand and supply. Once we grasp customer demand patterns, the next step is aligning them with advisor availability. Advisors possess a finite inventory of time; optimizing it is crucial for effective workforce planning—and serving customers more seamlessly. By analyzing appointment data, banks can identify peak times for specific services and adjust staffing accordingly. This proactive approach ensures that customers receive timely, personalized service, enhancing their overall experience. Simultaneously, advisors benefit from a balanced workload, leading to increased job satisfaction. The dual outcomes are compelling: improved Net Promoter Scores (NPS) and heightened advisor satisfaction. In an era where banking executives face the challenge of achieving more with fewer resources, such optimization is invaluable. Benefit #3. Connect customers with the advisors that can *actually* help. Customers expect immediate access to services tailored to their needs.  However, it’s impractical for banks to station specialists for every service at every branch. The solution lies in intelligent routing—connecting customers to the appropriate advisor, at the right time, through their preferred channel. “At Coconut, we’re pioneering solutions to enhance real-time accessibility across branches. By leveraging technology, we can route customers to advisors based on expertise and availability, ensuring efficient and effective service delivery.” This approach not only meets customer expectations, but also optimizes efficiency in banks and credit unions. As more routine transactions migrate to digital channels, branches can focus on delivering high-value, personalized services, reinforcing their role as advisory centers. Benefit #4. Elevate NPS with real-time engagement. It’s noteworthy that the average 7+ point increase in NPS we’ve observed isn’t solely due to appointment scheduling or lobby management. The true driver is the real-time, transparent communication that these systems facilitate. When customers are informed and guided through their banking journey, it fosters trust and satisfaction. Both customers and advisors value their time and seek trustworthy interactions. By implementing systems that respect these preferences, we create a win-win scenario, enhancing the overall banking experience. Benefit #5. Finally make the seamless shift to digital and advisory services. The banking landscape is undergoing a significant transformation, with a marked shift towards digital channels.  Concurrently, the role of physical branches is being redefined. With a decrease in routine transactions handled in-branch, there’s a growing emphasis on providing advisory services that address complex and personalized financial needs. This evolution necessitates a strategic approach to appointment and lobby management, ensuring that branches can effectively serve their advisory purpose. Conclusion: Beyond the Queue Appointment and lobby management are more than operational tools; they’re catalysts for transforming the banking experience. At Coconut Software, we’ve seen the positive impact of implementing this must-have solution, from reducing queues in banks, to skyrocketing CSAT scores.  When banks gain real visibility into advisor activities, align resources with customer demand, and facilitate real-time, personalized interactions, they can elevate both customer satisfaction and operational efficiency—which is the future of banking. As we continue to innovate and adapt, embracing these hidden impacts will be crucial in redefining the future of banking, ensuring that we meet the needs of our customers and empower our advisors in this dynamic landscape. If you’re ready for a serious discussion on appointment scheduling software, and want to learn more about how to choose the best online scheduling software for your bank or credit union, let’s talk. Book a Consultation

Katherine Regnier Speaks During the Women of Influence Breakfast Presentation

Event: Women of Influence Breakfast PresentationLocation: Prairieland Park, Hall A503 Ruth St W, Saskatoon, SK S7J 0S6Date: November 5, 2019 Coconut Software’s Founder & CEO, Katherine Regnier is set to speak during the Women of Influence Breakfast Presentation, hosted by the Edwards School of Business. Katherine will be joined by the CEO of Wanuskewin Heritage Park, Darlene Brander, and President and CEO of Jim Pattison Children’s Hospital Foundation, Brynn Boback-Lane. The Women of Influence Breakfast was first organized in 2002 by Edwards School of Business in partnership with University of Saskatchewan, Extension Division. Initially a small scale presentation with 80-100 attendees, this event has grown to attract audiences of over 400 who come together to celebrate three accomplished women as they speak about their leadership roles and how they achieved success in their respective fields. A portion of the proceeds from this event go towards the Women of Influence Scholarship Award that was established to support the dreams of students wishing to pursue an education in the business field. Learn more here. The Women of Influence Breakfast Presentation Panel Darlene Brander CEO of Wanuskewin Heritage Park Darlene Brander oversees all operations at Wanuskewin Heritage Park, an internationally acclaimed northern plains Indigenous interpretive site that is home to more than 6,400 years of history. A Band Member of the Red Earth Cree First Nation, Darlene holds a Bachelor of Education Degree from the University of Saskatchewan as well as a Chartered Professional in Human Resources designation. An active community member, Ms. Brander sits on the following boards, Chair of the Saskatoon Board of Police Commissioners and the Canadian Association of Police Governance. She is a past Director for the Saskatoon Aboriginal Professional Association and the Nutrien Wonderhub. Katherine Regnier Founder and CEO of Coconut Software In 2011, Katherine Regnier quit her job at 3-months pregnant to solely focus on Coconut. In late 2016, after 5 years of bootstrapping the company to over a million dollars in sales, everything changed. Katherine has successfully raised $4.9M and has grown her team to over a staff of 50. Katherine is a founding board member of Co.Labs, Saskatchewan’s first technology incubator and hosted the very first Prairie Investment Forum (PIF), which was a celebration of technology and investment in the Prairies. Brynn Boback-Lane President and CEO of Jim Pattison Children’s Hospital Foundation Brynn Boback-Lane leads a provincial team in advocating and fundraising for the new provincial children’s hospital project with focused expertise in governance, marketing, public relations, and philanthropy. Brynn attended the University of Saskatchewan and received her Chartered Director (C. Dir.) designation from McMaster University. Brynn currently sits as a member of the Canadian Association of Pediatric Hospitals of Canada, Canadian Advisory Committee for Children’s Miracle Network, Canadian Children’s Hospital Foundation Executives, and is a member of the Saskatchewan Government Insurance (SGI) Board of Directors. Discover A Modern Way to Engage Get in Touch

Katherine Regnier Speaks at TechTO 2018

Coconut Software - Blog Image - CEO at TechTO - Katherine Regnier and John Tory

Coconut CEO Katherine Regnier returns to TechTO to speak at the Best of TechTO event in February 2018. The Best of TechTO featured Katherine along with 3 other TechTO alumni speakers, all of whom have experienced tremendous growth and success in the booming Toronto Tech sector in 2017. Featuring a keynote introduction from Toronto Mayor John Tory, the event marked a major moment for Coconut after a year of rapid development and growth. In her presentation, Katherine shared the lessons she learned throughout her seed round all the way to her Series A. Watch Now Source: TechTO About Katherine Regnier: Katherine Regnier is the Founder and Chief Executive Officer of Coconut Software. In 2011, she quit her job at 3-months pregnant to solely focus on Coconut. After 5 years of bootstrapping the company to over a million in sales everything changed in late 2016. Katherine attended a month long mentorship program in Silicon Valley led by Neal Dempsey. Once completed she decided to seek venture capital. Fast-forward to 2017, Katherine has successfully raised $4.9M and has grown her team to over a staff of 50. In addition to running her business, she is passionate about giving back to Canada and wants to help pave the way for future centerpreneurs. Katherine is a founding board member of Co.Labs, Saskatchewan’s first technology incubator, regularly speaks at events, and is an advocate for women in tech. She believes in continuous learning and surrounding yourself with bright mentors and who have been there and done that. About TechTO: TechToronto is a mission driven organization, working to grow and diversify Canada’s technology ecosystems. Through best-in-class events, insightful research and meaningful advocacy, TechToronto is helping to support the growth and development of the Canadian tech community. TechToronto is a non-partisan advocate on behalf of the tech community, a tireless champion of local centerpreneurs and their companies. About Coconut Software: Coconut Software, a Saskatoon-based tech company, is an industry leading software company that provides sophisticated yet simple appointment and lobby management solutions. Geared towards managing walk-ins, on-site & pre-booked appointments, all while providing real-time insights to optimize results, Coconut provides enterprise level solutions that redefine how customers interact with organizations while maintaining the highest levels of security and compliance. Born out of a need for real-time, easy-to-adopt scheduling and customer management, Coconut is the preferred solution for modern banks and credit unions across North America. Since its founding in 2011, the company has quickly become the leader in appointment scheduling and lobby management platforms for modernizing the customer experience, while saving companies time and money. Looking to boost revenue and deliver a premium experience to your clients? Schedule a consultation with Coconut Software to learn more about how our appointment scheduling solutions can get you there.

Pitching Like a Woman

Coconut Software - Blog Hero - Pitch Like a Woman

Founder and CEO Katherine Regnier shares her experiences while meeting investors in 2017, specifically, being told she’s pitching like a ‘woman.’