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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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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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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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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The Importance of Providing Real-Time Service
Did you know 80% of customers drop off the line when placed on hold for over 1 minute to schedule an appointment? Reduce churn, and optimize the customer experience by providing real-time service. As an appointment driven business, it is crucial you provide a seamless scheduling experience for your customers to drive business to your […]
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The Importance of Customer Journey Mapping
Failing to understand and map out how a new solution will fit into an existing customer journey risks making the experience worse, rather than better. After implementing new technology, there is an increased risk of a low adoption rate from customers. More often than not, this lack of adoption stems from the fact that the […]
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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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Investing in New Technology Training
Successfully implementing your digital transformation doesn’t end after launching new software/technology. Investing in new technology training is a key step in the implementation process to produce optimal results. Implementing new technology is great, but if you don’t know how to use it properly, you may be paying for features or functionality that aren’t delivering much […]
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Why Partner with a Vendor that Offers Open API
When choosing a new third-party solution, you want to ensure it can provide you with all the benefits that allow your business to function at the highest level possible. One important feature when choosing an enterprise scheduling solution is an open application programming interface, also called an API. An API acts as a software bridge, […]
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