Digital Innovation

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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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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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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Coconut Software Blog Hero - Credit Unions Connect With Millenials
By Kelly Wilson in Customer Experience Marketing Operations - Mar 25, 2019

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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Coconut Software - Blog Hero - Real Time Service
By Kelly Wilson in Operations - Jan 10, 2019

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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Coconut Software - Blog Hero - Customer Journey Mapping
By Kelly Wilson in Marketing - Jan 4, 2019

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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Coconut Software - Blog Hero - Integrate CRM with Appointment Solution
By Kelly Wilson in Digital Innovation - Dec 12, 2018

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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Coconut Software - Blog Hero - New Technology Training
By Kelly Wilson in Operations - Dec 5, 2018

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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By Kelly Wilson in Product Education - Nov 28, 2018

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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