UFCU Increases Walk-In Volume by 25% While Reducing Wait Times Across 30 Branches With Solutions Like Coconut Software
In a nutshell 🥥 By implementing Coconut’s lobby management, appointment scheduling, queue management, and analytics, UFCU turned raw branch activity into actionable intelligence that improved staffing, reduced wait times, improved CX, and supported continued growth. SASKATOON, SK, and AUSTIN, Texas – October 1, 2026 – UFCU has partnered with Coconut Software, a leader in Intelligent Branch Solutions, to transform lobby operations, sharpen staffing decisions, and deliver a consistently exceptional member experience across every branch in its network. As member demand increased and branch traffic became more difficult to predict, UFCU recognized that keeping pace with volume—while maintaining the service quality its 433,000+ members expect—required more than instinct. It required real-time data and actionable insights. By implementing Coconut’s branch intelligence platform—including lobby management, appointment scheduling, queue management, and analytics—UFCU turned raw branch activity into actionable intelligence that improved staffing, reduced wait times, and supported continued growth. Since deploying Coconut across all 30 branches, UFCU has: Grown walk-in volume by 25% from 18,500 walk-in visitors in January 2023 to 23,200 in January 2026, all while holding service quality firm across the network. Dropped average lobby wait time from 10+ minutes to 7.64, a meaningful service improvement captured even as they expanded their branch footprint. Achieved 100% branch adoption across all 30 locations and built a proprietary branch staffing analysis model powered by Coconut data—fundamentally shifting staffing decisions from intuition to data-driven strategy. Leveraged a branch staffing analysis model built on Coconut data enabling smarter, faster FTE decisions across the network. “We wanted a provider that was willing to collaborate, learn, and grow with us—not just some fixed out-of-the-box solution,” says Chris Sundlof, Director of Retail Services at UFCU. “Coconut understood that our needs were varied and nuanced, and they were willing to work with us to deliver the solutions we needed.” “At Coconut, we believe the best member experiences start with visibility into what’s happening across the branch, not guesswork” says Katherine Regnier, CEO of Coconut Software. “UFCU is a great example of what’s possible when branch leaders use real-time data to make better decisions. They’re serving more members, reducing wait times, and giving their teams the insight they need to staff more effectively as demand grows.” The partnership also sets the foundation for UFCU’s next chapter, with plans to expand centralized scheduling and build a formal workforce management strategy powered by Coconut’s operational data—driving smarter branch performance well into the future. Read the full UFCU success story here. About UFCU UFCU is a Member-owned, not-for-profit financial institution with more than 433,000 Members and $4 billion in assets. Founded in 1936, UFCU empowers financial success across Texas communities and is dedicated to building a brighter future for all through personalized Member service, innovative products, and financial education. Discover more at UFCU.org. About Coconut Software Coconut Software is redefining how financial institutions run their branches, both physical and virtual, with AI-powered Intelligent Branch Solutions that unify operations, workforce planning, and customer engagement in one platform. By combining AI-driven insights with enterprise-grade appointment scheduling, in-branch queuing, video banking, and branch workforce optimization, Coconut helps institutions forecast demand, optimize staff allocation, and deliver seamless customer experiences—driving stronger branch performance.
Logix Federal Credit Union Transforms its Branches, Consolidates Three Lines of Business on a Single Platform with Coconut Software
In a nutshell 🥥 Logix’s new enterprise scheduling foundation with Coconut Software delivers a unified member experience, deeper analytics, and 100% branch adoption across all 18 locations. FOR IMMEDIATE RELEASE | SASKATOON, SK, and BURBANK, CA – Coconut Software, a leader in AI-powered Intelligent Branch Solutions for banks and credit unions, today announced that Logix Federal Credit Union has successfully implemented Coconut’s enterprise scheduling platform across Retail Banking, Wealth Management, and Business Services—replacing fragmented scheduling tools with a single, data-driven foundation for member engagement. With 18 branches across the greater Los Angeles area, Logix previously relied on multiple scheduling tools that operated independently within each line of business, creating inconsistencies in the member experience and limiting leaders’ visibility into demand, utilization, and performance. After deploying Coconut, Logix now offers a consistent appointment experience across in‑branch, phone, and video channels—and has driven a meaningful shift toward scheduled appointments across its entire branch network, giving leaders greater visibility into demand and staffing. “The main reason Logix selected Coconut was its ability to bring appointment scheduling, multi-line-of-business support, reporting, and member-facing customization into one platform built for financial institutions,” says Leticia Meza-Guerrero, SVP of Retail Delivery at Logix FCU. “Coconut aligned with our need for a more modern, flexible, and scalable experience that could support both current operations and future digital member experience goals.” Today, Logix uses Coconut to run its full appointment operation across all 18 branches, virtual channels, and three lines of business, with 100% branch and channel adoption across the network. “Logix didn’t just replace a scheduling tool,” says Katherine Regnier, CEO of Coconut Software. “They built a more connected foundation for member engagement across their entire network. Three lines of business. 18 branches. 100% adoption. That’s what intentional infrastructure looks like. And it gives Logix the visibility and flexibility to keep improving how they serve their members.” The successful integration unifies three of Logix’s lines of business on a single platform and adds capabilities including: Lobby and queue management Microsoft Outlook and Exchange integration Automated member notifications (such as two-hour pre-appointment text reminders) Reporting and analytics that surface appointment demand, traffic patterns, staff utilization, and no-show and cancellation trends across channels “One of the positive takeaways has been the amount of operational insight Coconut can provide beyond basic appointment scheduling,” says Meza-Guerrero. “The platform gives Logix a stronger foundation to understand appointment types, traffic patterns, staff utilization, no-shows, cancellations, and member preferences across channels—helping leaders make staffing and service decisions based on evidence rather than assumptions.” To learn more about this partnership, read the full success story here. About Logix Federal Credit Union Founded in 1937, Logix Federal Credit Union (LFCU) is a not-for-profit financial cooperative serving current and prospective members across the greater Los Angeles area. With 18 branches and a commitment to relationship-based financial guidance, Logix delivers personalized banking, lending, wealth management, and business services designed to help members thrive. At Logix, serving their members is at the heart of everything they do. That commitment comes to life in every interaction, from the first conversation to achieving their financial goals. For more information, visit logixbanking.com. About Coconut Software Coconut Software is redefining how financial institutions run their branches, both physical and virtual, with AI-powered Intelligent Branch Solutions that unify operations, workforce planning, and customer engagement in one platform. By combining AI-driven insights with enterprise-grade appointment scheduling, in-branch queuing, video banking, and workforce optimization, Coconut helps institutions forecast demand, optimize staff allocation, and deliver seamless customer experiences—driving stronger branch performance. Trusted by 200+ banks and credit unions across North America, including RBC, Mountain America Credit Union (MACU), and M&T Bank, Coconut Software helps financial institutions streamline branch traffic, optimize workforce planning, and accelerate revenue growth. Visit coconutsoftware.com to learn more. Media Contact: Coconut Software | media@coconutsoftware.com
New Banking Report Reveals a Hybrid Maturity Gap: 76% Say They’re Integrated, While 61% Struggle to Forecast Staffing
Designed for operations, retail banking, CX, and digital transformation leaders, the report offers data-backed insights into AI adoption, workforce planning, scheduling maturity, technology investment, and the future of branch performance. Coconut Software today released Branch Forward: How Financial Institutions Are Investing in Technology, Scheduling, and the Future of CX, a new research report developed in partnership with Future Branches Insights that reveals a growing divide between financial institutions’ digital progress and their operational readiness. Based on a study of 100 senior financial institution leaders across the U.S. and Canada, the research points towards significant trends and challenges among banks and credit unions: A significant gap in operational maturity: While 76% of financial institutions say they deliver an integrated hybrid banking experience, just 3% describe their maturity as truly “intelligent” or “optimized.” At the same time, 61% frequently struggle to forecast staffing requirements to meet customer demand, highlighting a critical operational gap as banks and credit unions look to improve branch performance. A critical uptake in AI integrations: The report highlights how banks and credit unions are increasingly investing in AI and scheduling infrastructure as they work to close that gap. More than half (56%) of respondents said they are already implementing AI in specific departments or workflows, while 22% are scaling AI institution-wide. Meanwhile, more than half have formal investment plans for AI-driven scheduling and intelligent advisor matching (58% each) and demand forecasting (53%) within the next 18 months. A higher value seen in scheduling: The research also points to a fundamental shift in how financial institutions view scheduling: from an operational function to a driver of revenue and branch performance. 54% of respondents said appointment conversion value, or revenue per appointment, is the scheduling metric they are most focused on improving, while 38% ranked conversion optimization as their top business priority over the next 12 months. A summary of key findings from the report: –76% of financial institutions say they deliver an integrated hybrid banking experience, but only 3% describe their maturity as truly “intelligent” or “optimized.”–61% frequently struggle to forecast staffing demand, while 38% experience that challenge occasionally.–58% have formal investment plans for AI-driven scheduling, and another 58% for intelligent advisor matching, over the next 18 months.–55% favor a best-of-breed, integration-first vendor strategy rather than vendor consolidation.–65% say strategic alignment is one of the two most important factors when funding new technology, while 42% cite customer impact such as NPS and CSAT.–46% rank total cost of ownership as the most important factor in build-vs-buy technology decisions. “Financial institutions have made significant progress connecting physical and digital banking, but the next stage of maturity isn’t about adding more channels—it’s about making every interaction more purposeful and productive,” says Katherine Regnier, CEO of Coconut Software. “That requires institutions to better predict demand, connect the right people in the right place at the right time, and tie every interaction to clear outcomes. The institutions that solve that operational layer will be best positioned to turn hybrid banking into a true growth engine.” Designed for operations, retail banking, customer experience, and digital transformation leaders, the report offers data-backed insights into AI adoption, workforce planning, scheduling maturity, technology investment, and the future of branch performance. Download Branch Forward to explore the full findings and benchmark your institution’s approach to AI, workforce planning, scheduling, and branch performance. About Coconut Software Coconut Software is redefining how financial institutions run their branches, both physical and virtual, with AI-powered Intelligent Branch Solutions that unify operations, workforce planning, and customer engagement in one platform. By combining AI-driven insights with enterprise-grade appointment scheduling, in-branch queuing, video banking, and workforce optimization, Coconut helps institutions forecast demand, optimize staff allocation, and deliver seamless customer experiences—driving stronger branch performance. Trusted by 200+ banks and credit unions across North America, including RBC, Mountain America Credit Union (MACU), and M&T Bank, Coconut Software helps financial institutions streamline branch traffic, optimize workforce planning, and accelerate revenue growth. Visit coconutsoftware.com to learn more. Media Contact: Coconut Software | media@coconutsoftware.com About Future Branches Insights Future Branches Insights, the industry research and digital publishing arm of Future Branches, delivers cutting-edge data and analysis on trends, challenges, and opportunities in the retail banking and branch transformation sectors. Through comprehensive research reports, webinars, and thought leadership initiatives, we empower senior-level banking leaders to make informed strategic decisions and stay ahead in the rapidly evolving financial services landscape. Our deep industry intelligence not only informs banking leaders but also connects innovative solution providers with key decision-makers, fostering a dynamic ecosystem that drives the future of branch banking and customer experience in the financial services space. For more information, please visit wbrinsights.com.
Coconut Software Releases M&A Playbook to Help Banks Navigate Mergers Without Losing Clients, Staff, or Deal Value
In a nutshell 🥥 This new executive-level guide gives banks and credit unions a practical framework for protecting customer experience, operational continuity, and integration success through complex merger and acquisition activity. FOR IMMEDIATE RELEASE | Saskatoon, SK — Coconut Software, a leading provider of Intelligent Branch Solutions for banks and credit unions, today announced the release of M&A Without Disruption: A Modern Banker’s Launch Guide—a new executive e-book designed to help financial institutions address the operational, human, and customer experience challenges that most often cause M&A deals to underperform or fail outright. Banking M&A activity is accelerating. 86% of bank executives now cite credit union acquisitions as their top competitive concern for 2026. And yet despite high deal volume, the integration outcomes remain troubling: over 83% of practitioners involved in failed M&A deals cite poor integration—not deal structure, pricing, or market conditions—as the primary cause of failure. Over 60% of M&A transactions miss their synergy targets, and the average bank loses 2–5% of its combined customer base post-merger, with losses exceeding 30% in cases of significant branch closures or service disruption. “Mergers and acquisitions are exciting opportunities for growth, but they are also periods of intense risk,” says Katherine Regnier, CEO of Coconut Software. “Too often, banks and credit unions focus on financials and regulatory requirements while underestimating the human and operational impacts. The institutions that emerge stronger are the ones that treat people and experience as strategic assets, not operational afterthoughts.” The Front End Is the Blind Spot Banks Can’t Afford Most merger integration plans are built around back-end consolidation: core system migration, data mapping, security and API alignment. These are essential. But M&A Without Disruption argues that the customer-facing experience layer ( the tools members and branch staff interact with every day) is almost always addressed last, creating the gap where trust disappears, staff burn out, and customers quietly leave. Bain & Company’s 2025 research shows NPS scores dropped 55% in a single quarter at one large bank merger, as customers experienced delays accessing accounts, online banking failures, and poor support response times. Meanwhile, McKinsey reports that banks standardizing the member experience pre-merger reduce post-merger service complaints by 20–30%. “The experience layer isn’t a nice-to-have during a merger—it’s a risk mitigation strategy,” adds Regnier. “Deploy it first. Before your core goes live. That’s the playbook the most successful institutions are using.” What’s Inside the Guide M&A Without Disruption: A Modern Banker’s Launch Guide addresses the full scope of integration risk across three dimensions — and gives financial institution leaders actionable frameworks for each: The Tech Challenge: How to evaluate every vendor in the customer-facing tech stack before consolidation begins, including five critical questions every bank should be asking right now. The guide introduces the concept of the “experience layer” — technology that sits above the core, decouples from backend dependencies, and maintains member-facing continuity while migrations are underway. The Staff Challenge: Why culture clash, talent exodus, and employee experience disruption are the costs most integration plans underestimate — and how cross-functional governance, standardized workflows, and structured change enablement protect frontline performance when it matters most. The Customer Challenge: How to deploy a unified member experience from Day One, proactively manage branch transitions with lead time and clarity, and protect the advisor-client relationships that are the institution’s most valuable retention asset. The guide also includes a phase-by-phase M&A playbook (pre, during, and post), and guiding principles for institution leadership. Availability M&A Without Disruption: A Modern Banker’s Launch Guide is available for free download here. About Coconut Software Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions streamline operations, enhance customer experiences, and empower staff to focus on meaningful, advisory-focused work. Trusted by leading banks and credit unions across North America—including RBC, Mountain America Credit Union (MACU), and M&T Bank — Coconut Software helps institutions optimize workforce planning, manage branch traffic, and achieve revenue goals. Learn more at www.coconutsoftware.com. Media Contact: media@coconutsoftware.com
Coconut Software Launches Multi-Lines of Business (Multi-LOB) to Break Down Silos and Drive Cross-Bank Growth
Coconut Software’s new Multi-Lines of Business solution helps banks and credit unions break down silos, connect all lines of business, and ultimately operate as one bank—all while maintaining strict security, privacy, and control. FOR IMMEDIATE RELEASE | SASKATOON, SK —Coconut Software is redefining how financial institutions run their branches—with AI-powered Intelligent Branch Solutions that connect operations, workforce planning, and customer engagement in one unified platform. Today, the company announced the launch of Multi-Lines of Business (Multi-LOB), a new capability designed to help financial institutions break down silos and operate as one bank—while maintaining the security, privacy, and control required across all lines of business. “Banks don’t want to function in silos, but it’s very complicated when all lines of business operate independently of one another,” says Katherine Regnier, CEO, Coconut Software. “That’s why we are proud to launch Multi-LOB: It gives institutions a way to unify how they serve customers across departments while still respecting the regulatory and operational boundaries each business unit requires. The result is a more connected client experience and a more efficient, growth-oriented organization.” The key capabilities of Coconut Software’s Multi-LOB include: Structured Access: Configure multiple lines of business (Retail, Wealth, and Commercial) within a single Coconut instance, while maintaining strict data separation, permissions, and enterprise control. Shared Client Profiles: Maintain a unified client profile across departments with configurable visibility, ensuring teams have the right context without compromising privacy or compliance. Cross-Booking: Enable advisors and staff to book and join meetings across lines of business, accelerating referrals and creating seamless, trackable hand-offs. “Multi-LOB fundamentally changes how banks think about growth,” says Regnier. “Instead of referrals falling through the cracks or clients repeating themselves across departments, every interaction becomes an opportunity to deepen the relationship. The other benefit: Customers now feel like they are receiving a consistent experience across all departments. One bank. One customer. That’s the goal.” By eliminating manual hand-offs and disconnected systems, Multi-LOB helps financial institutions increase wallet share, accelerate cross-sell cycles, and reduce administrative overhead. The long-term benefits of this new solution are twofold: Leaders gain enterprise-wide visibility into performance, while teams spend less time coordinating internally and more time serving customers. Learn more about Multi-LOB here. For more information, visit https://www.coconutsoftware.com/demo. About Coconut Software Coconut Software is redefining how financial institutions run their branches with AI-powered Intelligent Branch Solutions that unify operations, workforce planning, and customer engagement in one platform. By combining AI-driven insights with enterprise-grade appointment scheduling, in-branch queuing, video banking, and workforce optimization, Coconut helps institutions forecast demand, optimize staff allocation, and deliver seamless customer experiences—driving stronger branch performance. Trusted by 200+ banks and credit unions across North America, including RBC, Mountain America Credit Union (MACU), and M&T Bank, Coconut Software helps financial institutions streamline branch traffic, optimize workforce planning, and accelerate revenue growth. Visit coconutsoftware.com to learn more. Media Contact: Coconut Software | media@coconutsoftware.com
Coconut Software Releases 2026 Retail Banking Trends Report, Reveals Competitive Strategies Influencing FIs
FOR IMMEDIATE RELEASE | Toronto, ON, and Saskatoon, SK— Coconut Software today released its 2026 Retail Banking Trends Report, an annual overview uncovering six strategic shifts reshaping how financial institutions drive growth, build trust, and compete in an increasingly complex banking landscape. Based on insights from banking leaders across digital transformation, branch operations, and revenue strategy, the report signals a clear turning point: While digital adoption continues to accelerate, growth is no longer won by technology alone. Instead, the institutions that succeed in 2026 and beyond will be those that intentionally combine digital efficiency with human judgment, operational rigor with empathy, and AI with advisor-led oversight. “Banking isn’t facing a moment of sudden disruption. It’s experiencing accelerated evolution,” says a representative from Coconut Software. “What we’re seeing is a hybrid future emerge, one where digital clears the path, but human connection secures the relationship. Trust has become the ultimate growth multiplier.” Some key trends explored in the report include: Workforce resilience is emerging as a profit strategy, with staffing, scheduling, and advisor enablement directly impacting conversion, retention, and lifetime value. Branches are being reinvented as advisory hubs, not phased out—playing a central role in trust-based, high-value financial decisions. The $106 trillion generational wealth transfer is rewarding institutions that deliver empathetic, values-driven advisory—not just products. And 3 more trends shaping the industry, and strategies for banks and credit unions this year. The report highlights a critical disconnect facing the industry: While digital maturity is increasing, customer trust is not rising at the same pace. Missed interactions, fragmented experiences, and under-resourced staff now represent some of the largest hidden drags on growth. “Banks don’t lose customers because they lack technology,” Coconut CEO Katherine Regnier says. “They lose customers when moments of intent are missed—when staff are overwhelmed, when digital journeys lack lifelines, or when trust isn’t reinforced at critical decision points.” Designed as both a strategic lens and an action guide, the report includes data-backed insights, leadership checklists, and practical metrics to help financial institutions assess where performance and importance are misaligned—and where the biggest opportunities for growth lie. Access the full report now. Download the 2026 Retail Banking Trends Report here. About Coconut Software Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. The result: streamlined operations, enhanced customer experiences, and empowered staff focused on meaningful work. Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions tackle critical challenges head-on—maximizing resources, improving efficiency, and directly impacting customer satisfaction scores. Trusted by leading banks and credit unions across North America—including RBC, Mountain America Credit Union (MACU), and M&T Bank—Coconut Software helps financial institutions optimize workforce planning, streamline branch traffic, and achieve revenue goals. Learn more at coconutsoftware.com.
Elevated Scheduling, Exceptional Service: Suncoast Credit Union Partners with Coconut Software
The Coconut Software partnership gives Suncoast’s member-facing teams the tools to minimize complexity, streamline appointment booking, reduce wait times, and enhance both in‑branch and digital experiences, giving staff increased ability to focus on meaningful conversations that help members reach their goals. TAMPA, FL and SASKATOON, SK – [December 9, 2025] – Coconut Software announces a strategic partnership with Suncoast Credit Union, Florida’s largest credit union, to implement a unified appointment scheduling and branch lobby management platform integrated across all lines of business. This initiative gives Suncoast’s member-facing teams the tools to minimize complexity, streamline appointment booking, reduce wait times, and enhance both in‑branch and digital experiences, giving staff increased ability to focus on meaningful conversations that help members reach their goals. “This new partnership will help us connect our members in a more efficient way, making every interaction more productive and more personal,” says Kristen Pepper, Vice President, Service Center Operations at Suncoast Credit Union. “Coconut Software supports our vision of member‑first service while also helping our advisors and branch teams operate more efficiently, and with real-time reporting.” Key highlights of this partnership include: Organization-wide deployment of Coconut Software across all branch locations and service channels for a seamless scheduling experience. Optimized lobby management with real-time wait time visibility, streamlined check-ins, and enhanced staff efficiency. A renewed focus on high-value appointments, including optimized account assistance, cross-sell/upsell opportunities, and branch efficiency improvements. Robust analytics and reporting, giving branch leaders visibility into appointment demand, peak times, branch traffic, staffing gaps and needs, and service performance. “At Coconut, we’re all about helping people spend their time on what really matters. Whether it’s an advisor connecting with a member, or a customer getting the help they need faster, that focus on meaningful moments is what drives better experiences, happier teams, and stronger results,” says Katherine Regnier, CEO of Coconut Software. “It’s so rewarding to see that lightbulb moment when teams realize Coconut goes far beyond scheduling: It’s a complete, connected suite that makes branch operations smarter and more human. We’re beyond proud to support Suncoast in its mission of delivering exceptional service to its many members, efficiently and consistently—and to now be supporting five of the top ten credit unions across the country with our solutions.” The partnership offers an opportunity to modernize operations while staying true to a member-first mission. By reducing friction in scheduling, optimizing staff resources, and creating space for meaningful member interactions, Suncoast is setting a new standard for member engagement, and what it means to be a credit union of the future. About Suncoast Credit Union Suncoast Credit Union is the largest credit union in the state of Florida, the 8th largest in the United States based on membership, and the 10th largest in the United States based on its $19.2 billion in assets. Chartered in 1934 as Hillsborough County Teachers Credit Union, Suncoast Credit Union currently operates 80 full-service branches and serves more than 1.3 million members across Florida. As a community credit union, anyone who lives, works, attends school, or worships in Suncoast Credit Union’s service area is eligible for membership. In 2021, Suncoast Credit Union’s field of membership was expanded to include public K-12 teachers, college educators, and educational support staff from all of Florida’s 67 counties. Suncoast is passionate about community support. Since its founding in 1990, the Suncoast Credit Union Foundation has raised and donated more than $55 million to organizations and initiatives that support the health, education, and emotional well-being of children in the communities that the credit union serves. For more information, visit suncoast.com or follow us on social media: Facebook, LinkedIn, Twitter, and Instagram. About Coconut Software Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. The result: streamlined operations, enhanced customer experiences, and empowered staff focused on meaningful work. Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions tackle critical challenges head-on—maximizing resources, improving efficiency, and directly impacting customer satisfaction scores. Trusted by leading banks and credit unions across North America—including RBC, Mountain America Credit Union (MACU), and M&T Bank—Coconut Software helps financial institutions optimize workforce planning, streamline branch traffic, and achieve revenue goals. To learn more about how Coconut Software can digitally transform your branches for the better, visit: coconutsoftware.com. Media Contact: Coconut Software | media@coconutsoftware.com
Bank of New Hampshire Partners with Coconut Software to Innovate CX, Achieve 25% Appointment Growth
The collaboration has already delivered measurable results, including a 25% increase in appointment volume, underscoring BNH’s commitment to innovation and exceptional customer service across all lines of business. FOR IMMEDIATE RELEASE | LACONIA, N.H., and SASKATOON, SK – December 2, 2025 – In response to evolving customer expectations and increasing demands on branch operations, Bank of New Hampshire (BNH) has entered into a strategic partnership with Coconut Software, a leading provider of intelligent bank solutions. This collaboration has already delivered measurable results, including a 25% increase in appointment volume, underscoring BNH’s commitment to innovation and exceptional customer service across all lines of business. By fully deploying Coconut Software enterprise-wide, Bank of New Hampshire has redefined its service model by streamlining operations, empowering employees, and delivering more personalized experiences at scale—supporting its nearly 200-year commitment to providing the most exceptional customer services possible. As customer needs grew more complex—spanning account assistance, retirement planning, and fraud resolution—BNH’s service model revealed opportunities for improvement. Walk-ins disrupted workflows, staffing constraints stretched resources, and customers weren’t always matched with the right advisors or prepared with proper documentation. Rising fraud added further pressure, making consistent scheduling and efficient branch operations increasingly critical. To address these challenges, BNH implemented Coconut Software’s solutions to unify appointment scheduling and walk-in traffic management, while leveraging its data and analytics capabilities to identify the biggest customer needs, and optimize staffing and service decisions. Key integrations BNH leveraged include: Smart Advisor Matching: Customers are paired with the right advisor based on service needs and expertise. Branch & Lobby Management: Centralized dashboards give staff visibility into real-time scheduling and walk-in traffic. Preparedness & Pre-Visit Planning: Customers receive tailored document prompts, reducing follow-ups and improving meeting outcomes. Analytics & Reporting: Leadership now has clear insights into appointment volume, service demand, and staffing needs across all locations. “We needed a solution that didn’t just manage appointments, but truly transformed how we engage with customers across all lines of business,” says Eric Carter, SVP, Digital Solutions and Innovation Officer at Bank of New Hampshire. “It’s not just scheduling software—it’s a strategic platform that helps us serve better, work smarter, and build stronger relationships.” Since deploying Coconut Software, BNH has seen measurable improvements in both customer and employee experiences, including improved CSAT scores, reduced appointment duration, higher conversion rates for complex products, enhanced staffing visibility and planning, and optimized management of walk-in traffic. “At Coconut we believe in creating a world where time is well spent and ROI is maximized,” says Katherine Regnier, CEO of Coconut Software. “I love when customers have that AHA moment and discover Coconut isn’t “just” a scheduling solution but a fully connected suite of intelligent branch solutions. I feel fortunate that Eric trusts our team to deliver on time, and on budget.” Bank of New Hampshire’s partnership with Coconut Software demonstrates how leading banks can modernize operations while staying true to a customer-first mission. By creating more space for meaningful conversations, optimizing resources, and delivering consistently better experiences, BNH continues to set the standard for advisory-driven banking. Read the full success story here. About Bank of New Hampshire Founded in 1831, Bank of New Hampshire is the oldest and one of the largest independent banks headquartered in the state. With assets exceeding $2.5 billion and 21 banking offices across New Hampshire and southern Maine, the bank provides comprehensive deposit, lending and wealth management solutions for families and businesses. As a mutual organization, Bank of New Hampshire is focused on the success of its customers, communities and employees—rather than stockholders. With a legacy of strength and stability, the bank combines local decision-making and trusted guidance with modern technology to deliver a seamless banking experience. Learn more at BNH.Bank. About Coconut Software Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. The result: streamlined operations, enhanced customer experiences, and empowered staff focused on meaningful work. Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions tackle critical challenges head-on—maximizing resources, improving efficiency, and directly impacting customer satisfaction scores. Trusted by leading banks and credit unions across North America—including RBC, Mountain America Credit Union (MACU), and M&T Bank—Coconut Software helps financial institutions optimize workforce planning, streamline branch traffic, and achieve revenue goals. To learn more about how Coconut Software can digitally transform your branches for the better, visit: coconutsoftware.com. Media Contact: Coconut Software | media@coconutsoftware.com
Coconut Software Launches ‘Meet on Demand’ to Cut Client Wait Times and Drive Advisor Growth
The new solution enables financial institutions to serve more clients and reduce wait times without the added overhead of increasing staff. FOR IMMEDIATE RELEASE | SASKATOON, SK – October 7, 2025 – Coconut Software, the leading provider of appointment scheduling, lobby management, and video banking solutions for financial institutions, today announced the launch of Meet on Demand. The new solution enables banks and credit unions to pool staff virtually across branches, and quickly connect clients with the right advisor through secure video. With Meet on Demand, financial institutions can eliminate common barriers such as long wait times, limited staffing, and branch service hours. Instead of having customers walk out unserved, advisors can now be routed on demand to serve walk-ins from any location. This results in fuller advisor schedules, broader client access to services, and improved customer NPS—all without the need for additional headcount. The key, innovative capabilities of Coconut Software’s Meet on Demand include: Staff Pooling: Share advisors across multiple branches to maximize utilization and reach. Unified Queues: Manage walk-ins from every location in a single dashboard. Video Banking: Generate secure and user-friendly virtual meeting rooms with a single click. “Meet on Demand redefines how enterprises deliver financial guidance,” says Katherine Regnier, CEO of Coconut Software. “By seamlessly connecting customers with bank experts, we’re helping institutions scale service delivery, meet evolving expectations, and unlock operational efficiencies—all within their existing infrastructure and current resourcing.” By integrating seamlessly with existing branch workflows, Meet on Demand helps institutions strengthen customer relationships while improving operational efficiency at scale. For more information, visit https://www.coconutsoftware.com/demo. About Coconut Software Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. The result: streamlined operations, enhanced customer experiences, and empowered staff focused on meaningful work. Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions tackle critical challenges head-on—maximizing resources, improving efficiency, and directly impacting customer satisfaction scores. Trusted by leading banks and credit unions across North America—including RBC, Mountain America Credit Union (MACU), and M&T Bank—Coconut Software helps financial institutions optimize workforce planning, streamline branch traffic, and achieve revenue goals. Visit coconutsoftware.com to learn more. Media Contact: Coconut Software | media@coconutsoftware.com
Why Top Banks and Credit Unions in J.D. Power’s 2025 Rankings Trust Coconut Software
In a nutshell 🥥 The 2025 J.D. Power U.S. Retail Banking and Credit Union Satisfaction Studies highlight a big shift in the business: Customer satisfaction is rising again. But what do many of the top-ranked institutions reflected in these studies have in common? Among other crucial CX initiatives, they rely on Coconut Software to deliver more personalized, convenient, and efficient customer experiences. From regional leader Centier Bank, to four of the top five credit unions—SchoolsFirst, Navy Federal, BECU, and Mountain America—this year’s ranking leaders are proving that smarter engagement tools drive higher satisfaction, stronger loyalty, and better business outcomes. Setting the Stage: What J.D. Power’s 2025 Studies Reveal About CSAT right now Annually, J.D. Power takes the pulse of the financial services industry with its widely followed Retail Banking Satisfaction Study and Credit Union Satisfaction Study, which look at the factors that shape how customers feel about their banks. Whether it’s trust, people, digital experiences, convenience, or how well issues get resolved, the studies poll thousands of customers and members on how smooth or rocky their service experiences have been with their core financial institutions—and give us a sense of where they’re at with loyalty. This year, the results show a clear upward trend: Banks are regaining customer trust by making fees easier to understand, rolling out better financial tools, and resolving problems faster, and Credit unions continue to lead the way overall, especially when it comes to trust and people-first service. Across both studies, many of the top performers share a common ingredient: They leverage Coconut Software to better serve customers, and boost CSAT and NPS scores. By streamlining appointment scheduling, connecting customers with the right advisors, and enabling seamless service across channels, Coconut helps financial institutions deliver the convenience and personalization that drive satisfaction and loyalty. Let’s look at the surveys’ results, and celebrate the Coconut Software customers who rank high on each list for customer satisfaction, and innovating the way they do business. CSAT in Banking is Rising (And Technology Plays a Big Role) The 2025 J.D. Power U.S. Retail Banking Satisfaction Study* revealed an encouraging trend: Customer satisfaction is finally climbing again. After years of economic uncertainty and fragmented and dissatisfying customer experience, this year’s study found that overall satisfaction increased by 11 points (compared to 2024). A highlight: Customers reported clearer understanding of fees, greater use of digital financial health tools, and faster resolution of issues, all of which contributed to stronger loyalty scores. But there’s more to the story than improved metrics. The J.D. Power study highlights that satisfaction in retail banking is being driven not just by products or rates, but by the quality of the customer journey: Fee clarity is improving, with more customers reporting they understand both what they are being charged and how to avoid unnecessary costs. Awareness and adoption of tools like budgeting features and credit score monitoring is also increasing, and customers who use these services score nearly 100 points higher on satisfaction than those who don’t. And, more than two-thirds of customer-reported issues are now resolved in a single day, a notable improvement over last year. J.D. Power Overall CSAT Index Ranking, North Central Winner: Centier Bank Among regional leaders, Centier Bank stood out by topping the North Central region with a satisfaction score of 746, far above the regional average. Centier’s success is no accident. With digital innovation being a key priority for years, the popular Indiana bank has made significant strides in adding technological integrations that better serve customers, and ease the burden on staff. By leveraging Coconut Software to streamline bank appointment scheduling and advisor matching, Centier ensures that customers are connected quickly and effectively with the expert they need, when they need it most. This combination of convenience and personalization helps transform what could be a routine interaction into a trust-building experience. [Image Source: North Central Rankings, J.D. Power U.S. Retail Banking Satisfaction Study Press Release, 2025] Credit Unions Dominate in Satisfaction (And Share a Common Strategy) The 2025 J.D. Power U.S. Credit Union Satisfaction Study** confirmed what many in the industry already know: Credit unions consistently outperform banks in member satisfaction. This year, their average score of 729 was 74 points higher than that of retail banks, with especially strong performance in areas like trust, people, and problem resolution. J.D. Power Overall Member Satisfaction Index Ranking Winners: 4 Important Coconut Customers At the very top of the rankings were SchoolsFirst Federal Credit Union, Navy Federal Credit Union, BECU, and Mountain America Credit Union—four out of the five highest-rated credit unions in the country. It’s no surprise: These innovation-first institutions have partnered with Coconut Software to support in increasing member satisfaction. By offering seamless digital scheduling, reducing wait times in branches, and enabling members to connect with the right advisors without friction, they are proving that technology can elevate the personal touch that credit unions are known for. [Image Source: J.D. Power U.S. Credit Union Satisfaction Study Press Release, 2025] Why Leading Financial Institutions Are Choosing Coconut Software What emerges from both studies is a clear pattern: Financial institutions that prioritize convenience, personalization, and proactive service consistently earn higher levels of satisfaction and loyalty. Coconut Software enables this by giving customers and members easy ways to engage on their own terms, whether that’s booking a meeting online, speaking to the right advisor without waiting, or moving seamlessly between digital and in-person interactions. For institutions, the benefits are just as significant. Advisors spend less time on administrative tasks and more time deepening relationships. Branch operations become more efficient, with shorter average handle times and fewer bottlenecks. And the end result is not only higher satisfaction scores, but stronger loyalty, better retention, and opportunities for revenue growth. “The J.D. Power 2025 results underscore what we’ve known all along: Financial institutions that put member and customer experiences at the center win in loyalty, trust, and growth,” says Isabelle Rochon, SVP, Customer Experience at Coconut Software. “We’re proud to see our customers recognized among the best in
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.
Katherine Regnier to Receive 2020 WESK Celebration of Achievement Award
Women Entrepreneurs of Saskatchewan (WESK) recently honored Coconut Founder and CEO Katherine Regnier, with the WESK Celebration of Achievement Award. Katherine was formally presented with the award at WESK’s 25th Anniversary Awards Gala, presented by Conexus Credit Union in Saskatoon, Saskatchewan on September 30th, 2020. The Celebration of Achievement Award pays tribute to an exceptional female centerpreneur who has built a business in Saskatchewan with a significant impact on the economy and the community. This centerpreneur is an inspirational leader and a role model for women in business. Katherine is the third Celebration of Achievement recipient, preceded by Rachel Mielke in 2018, and Jess Tetu in 2019. Check out her acceptance speech: https://youtu.be/mt7-4t_Fy90 “When I started this journey, I didn’t know how hard the mountain would be to climb. I didn’t realize how much support, encouragement, and helping hands I would need to keep going. And last but not least, I didn’t foresee being a role model to other women centerpreneurs or being noted as one of the few women leading a tech company in Canada. But what I do know now, is that it takes a community to come this far, and I feel so privileged to be receiving this award from WESK’s collection of strong women right here at home” – Katherine Regnier At 3-months pregnant, Katherine quit her full-time job focus solely on Coconut Software. After five years of bootstrapping her company to over $1M in sales, Katherine decided to seek venture capital funds. To date, Katherine has successfully raised $4.9M and has grown her team to over 50 employees. Her success has helped to put Canada on the map with investors across North America. Katherine is passionate about giving back to the community and is a strong advocate for centerpreneurs and women in technology. She 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. In addition to the Celebration of Achievement Award, WESK is excited to be highlighting other female business leaders in the province as part of the Jewels of Saskatchewan Panel at their 25th Anniversary Awards Gala. Panelists include Jess Tetu, Krista Moe, and Devon Fiddler. WESK CEO Prabha Mitchell states, “The achievements of women centerpreneurs and leaders who are making an extraordinary impact here at home and globally deserves celebration and recognition. The 25th Anniversary Awards Gala is a celebration of exactly that.” “We would like to thank our sponsors of this event and those who have been strong supporters of our vision and mission” stated Mitchell. About WESK Women Entrepreneurs of Saskatchewan’s (WESK) vision is for all Saskatchewan centerpreneurs to have an equal opportunity to achieve success and recognition. Entrepreneurship is a catalyst for independence, economic development, employment, growth, innovation, and equality. For 25 years, WESK has worked with hundreds of women, helping them start, purchase, and expand businesses. WESK is a non-profit, membership-based organization that provides business advisory and support services; start-up, purchase and expansion lending; mentoring and networking, and a variety of learning opportunities from seminars and webinars to events. Since 1995, WESK has provided more than $37 million in loans and professional advice to women across the province. Together, women centerpreneurs and WESK have shaped and enhanced the Saskatchewan economy. WESK is supported by the Western Economic Diversification Canada. About Coconut Software Coconut Software is a leading provider of customer engagement solutions for modern banks and credit unions. By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently increase satisfaction scores, decrease churn, and strengthen acquisition.
WECU Adds Online Appointment Scheduling with Coconut Software
Credit union responds to coronavirus by expanding digital accessibility for members. BELLINGHAM (May 26, 2020) — WECU, one of Western Washington’s largest credit unions, has partnered with Coconut Software to offer more streamlined appointment scheduling to its members and non-members as a direct response to the Coronavirus outbreak. “As the news about the Coronavirus and the Governor’s stay-at-home directive rolled in, we had to step back and figure out how to best serve our members during this time,” said Jerimy Saldivar, Director of Member Experience at WECU. “We realized, very quickly, that a solution like this would be beneficial in providing our members the access they need. As a result, we streamlined this project to roll out several months early.” The new platform allows people to easily schedule appointments with WECU loan officers in-person or online. Confirmations and reminders are sent out automatically, notifying both the member and the WECU representative of the upcoming appointment. Investing in digital innovations that enhance the member experience and deepen relationships through personalized interactions continues to be a priority for WECU. In addition to appointment scheduling, in January,WECU launched a new and improved mobile experience through a partnership with BankingOn. “The response by our members to our new mobile banking app exceeded our best expectations,” said Chief Information Officer, Jack Ingram. “Our app rating went from 2.3 to 4.8 and 4.9 in iTunes and Google Play stores respectively. “WECU is committed to providing a frictionless digital experience for our members,” continuedIngram. “Scheduling appointments online is another move toward a banking experience that allows members the ability to interact with our team when and how they choose.” Coconut Software’s appointment scheduling solution will be available at all 11 of WECU’s branches, contact center and two loan centers. About WECU With more than 130,000 members and more than $1.8 billion in assets, WECU a credit union based in Bellingham, Washington. WECU has 415 employees and, in 2020, gave close to $500,000 to various local nonprofits and community groups About Coconut Software Coconut Software is a leading provider of customer engagement solutions for modern banks and credit unions and is backed by investments from Conexus Venture Capital Fund, Information Venture Partners, SaskWorks Venture Fund, Bay Partners, ScaleUp Ventures, PIC Investment Group, with additional financing by CIBC. By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently improve satisfaction scores, decrease churn, and increase sales. Discover A Modern Way to Engage Get In Touch
Coconut Software Selected for the 2020 Women in Tech Silicon Valley Program
Katherine Regnier was selected as one of twelve women-led Canadian companies to attend the start-up growth program The Canadian Consulate in Palo Alto has partnered with BDC Capital’s Women in Technology Venture Fund to host the 2020 Women in Tech Silicon Valley Program. The program runs from February 25-27, 2020 and is tailor-made to help promising Canadian women-led companies accelerate growth. Katherine Regnier, Founder & CEO of Coconut Software, a customer engagement platform that aims to create valuable experiences that go beyond the meeting, has been selected to take part in this program. “For tech companies with global ambitions, Silicon Valley is a fantastic location to make connections and seize market opportunities,” said Rana Sarkar, Consul General of Canada in San Francisco. “Our goal is to bring women-led companies to San Francisco and Silicon Valley for an intensive three-day program that helps propel their growth and expand their network.” The mandate for this program is to support and grow great women tech leaders, who have proven business traction in their respective industry. Introducing the Selections for the 2020 Women in Tech Silicon Valley Program Coconut SoftwareconversationHEALTHKiiteMetaOptima Technology Inc.Moore & Gasperecz Global IncODAIA IntelligencePlumProcedureFlowSalonScale TechnologySamplerThe Upside Zii Technologies Click here to learn more. About the Trade Commissioner Service As part of Global Affairs Canada, the Canadian Trade Commissioner Service (TCS) helps Canadian companies and organizations succeed globally. With trade offices across Canada and in 161 offices around the world, the TCS can provide Canadian businesses with on-the-ground intelligence, qualified contacts, partnership opportunities, and practical advice on foreign markets to help them make better, more timely and cost-effective decisions in order to achieve their goals abroad. About BDC Capital BDC Capital is the investment arm of BDC—Canada’s only bank devoted exclusively to centerpreneurs. With $3 billion under management, BDC Capital serves as a strategic partner to the country’s most innovative firms. It offers a full spectrum of risk capital, from seed investments to transition capital, supporting Canadian centerpreneurs who wish to scale their businesses into global champions. About Coconut Software Coconut Software is a leading provider of customer engagement solutions for modern banks and credit unions and is backed by investments from Bay Partners, Conexus Venture Capital Fund, PIC Investment Group, SaskWorks Venture Fund, Information Venture Partners, and ScaleUP Ventures, with additional financing by CIBC. By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently increase satisfaction scores, decrease churn, and strengthen acquisition. Discover A Modern Way to Engage Get In Touch
Coconut Named as One of Betakit’s Canadian Tech Companies To Watch
Coconut Software is proud to be listed as one of Betakit’s top 11 Canadian tech companies to watch out for in 2020. Check out the full article here. Coconut has been listed alongside: Klue Klue provides a lens into a competitor’s world, continuously updating and connecting dots to help users win more business. It’s a new way to capture, manage, and communicate market insights from the web and across the company, in platforms many already use. Damon Motorcycles Damon is reinventing personal mobility for 1.5 billion daily commuters. Starting with a blank slate, the company reverse engineered the problems two wheel commuters face and built an experience that’s perpetually safer, smarter, and more rider-friendly. The vision includes a self-learning mobility platform that will usher in a world with no fatal accidents on Damon vehicles by 2030. To achieve that vision, Damon put data-driven thinking at the epicenter of the company, employing radical innovations in sensor fusion, robotics, and AI. Properly Properly aims to quash issues typically associated with a home sale, like untimely house showings and expensive repairs. The platform uses machine learning to help homeowners determine what their home would sell for on the open market, with the option to sell directly to Properly and close quickly. The company offers its users a price match guarantee, meaning if the home sells for more than Properly’s offer, 50 percent of the difference is refunded to the customer. Cmd Cmd allows organizations to proactively secure their Linux environment like never before. The company provides unprecedented real-time visibility into user actions, customizable controls, and the ability to stop commands pre-execution without the need for human intervention. Cmd’s aims to allow its customers to get ahead of potential breaches and block malicious attackers without blocking business. Flybits Flybits provides users with real-time information about what their audience is doing on mobile devices and allows businesses to respond accordingly. The platform uses customer data from proprietary and public sources, as well as device sensors. Flybits then combines this with contextual data, like risk profiles, as well as machine learning, allowing enterprises to drop content to the right user at the optimal time. Unbounce Unbounce started in 2009 when landing pages were little more than a buzzword. The company’s CEO, Rick Perreault, frustrated waiting on developers for every new campaign, set out to create a better experience for marketers. Perreault joined forces with Carter Gilchrist, Oli Gardner, Carl Schmidt, Justin Stacey, and Jason Murphy to bootstrap Unbounce out of a dark, 500-square-foot room in Gastown, Vancouver. As one of Canada’s fastest-growing tech companies with offices in both Vancouver and Berlin, Unbounce has powered over 650,000,000 conversions to date and serves more than 15,000 customers worldwide. 1Password 1password is dedicated to storing passwords securely, allowing users to log into myriad online services with a single click. The platform can also be used to store other private documents, such as software licenses, credit cards, and driver’s licenses. With personal security and cyber risk increasingly on the minds of consumers and businesses alike, the company is well positioned to address major societal concerns. Aspect Biosystems Aspect Biosystems is a Vancouver-based biotech startup, founded in 2013, that has developed what it calls pioneering technology that does 3D bioprinting of living, human tissue. The startup claims that its technology enables advances in the understanding of fundamental biology, disease research, regenerative medicine, and the development of novel therapeutics. Korbit AI Korbit AI is building the future of education; powered by machine learning, intelligent tutors which teach students through interactive exercises and conversations. The company’s mission is to bring a transformation to the world of education by providing a high quality, interactive, and personalized education for students at low cost, anytime and anywhere. Through their studies with Korbit, students will obtain trusted certification to improve their socio-economic status. More About Coconut Software Coconut Software is a leading provider of customer engagement solutions for modern banks and credit unions including: Vancity, United Federal Credit Union, Servus Credit Union, and Royal Bank of Canada, and is backed by investments from CIBC, Information Venture Partners, Bay Partners and ScaleUp Ventures. By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently increase satisfaction scores, decrease churn, and strengthen acquisition. Discover A Modern Way to Engage Get In Touch