Product Education

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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Coconut Software - Blog Hero - Implementation Team
By Kelly Wilson in Digital Innovation Operations Product Education - Nov 21, 2018

Assembling Your Software Implementation Team

In order to streamline the implementation process of your new technology solution, it is important that, (along with support from the decision makers in your organization) you gain inter-departmental support, essentially building an implementation team to speed up the process. Failing to establish your software implementation team can be very problematic when the times comes […]

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Coconut Software - Blog Hero - Customizable Software Solutions
By Kelly Wilson in Digital Innovation - Nov 14, 2018

Customizable Software Solutions v.s. Generic Integrations

When searching for a new technology solution, it can be difficult to decide whether your business needs a cookie-cutter integration or the additional benefits that come with customizable software solutions. The first step is to evaluate the issues your organization is experiencing to better understand what kind of solution you need. After isolating and identifying […]

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Coconut Software - Blog Hero - Importance of Early Buy-In
By Kelly Wilson in Operations - Nov 7, 2018

The Importance of Securing Early Buy-In from Decision Makers

Securing Early Buy-In: Mirroring the customer service trends evident in retail and other industries, bank and credit union customers are seeking to interact with their financial service providers in new ways. In response, many FinServ organizations are beginning a front-end (and back-end) digital transformation. Choosing the right technology solution for your organization is the first […]

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Coconut Software - Blog Hero - OperationalInefficiencies
By Kelly Wilson in Operations - Oct 31, 2018

Identify Operational Inefficiencies in your Organization

Identifying your organization’s operational inefficiencies is a key step when choosing software implementations during a digital transformation. By correctly diagnosing any issues, you will be able to develop a clear picture of the technology implementation process you need. In appointment-driven businesses, it is a common issue for organizations to experience both back-end and front-end inefficiencies […]

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Coconut Software - Blog Hero - Digitally Transform Contact Centers
By Kelly Wilson in Digital Innovation - Sep 19, 2018

3 Reasons to Digitally Transform Your Contact Centers

In todays digital era, consumer needs have evolved. It’s no longer a matter of “if” banks will become fully digital, but “when.” The prospect of a digital transformation in the financial services industry does not necessarily mean the end of all traditional customer experience channels, like contact centers. In fact, using technology to improve the […]

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Coconut Software Blog Hero 3
By Kelly Wilson in Digital Innovation - Aug 15, 2018

The Top 3 Reasons to Implement Digital Customer Service Channels (2019 Update)

Take digital transformation to the next level by streamlining your self-service channels to meet customer need with Coconut Software.

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Coconut Software - Blog Hero - Future Trends in Banking and Credit Unions
By Kelly Wilson in Digital Innovation - Aug 1, 2018

5 Digital Trends Shaping the Future of Banking and Credit Unions (2019 Update)

The top digital initiatives in 2018 that are informing the future of the banking industry and how these trends are affecting organizations like yours.

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Coconut Software - Blog - Marketing to Millenials
By Kelly Wilson in Operations - Jul 25, 2018

Personalized Service for Appointment-Driven Businesses (2019 Update)

Think back to the last time you interacted with your bank, or credit union; was there personalized service involved. Was it easy to get in touch? Did the organization recognize who you were–online or over the phone–and make you feel like a valued customer? How fast and easy was it to do business? These are […]

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Coconut Software - Blog - Benefits of Appointment Scheduling - Hero
By Kelly Wilson in Product Education - Jul 17, 2018

Benefits of Appointment Management Software

The benefits of appointment management software, when implemented into your digital transformation are countless. PriceWaterhouseCooper recently reported that 81% of banking CEOs are concerned about the speed of technological change, more than any other industry sector. Many financial organizations are scrambling to implement digital processes to innovate customer experience, and disrupt their competitors. Starting to […]

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