Embracing a Customer-First Mindset: Key Findings From the Panel Discussion
In our recent panel discussion, financial industry experts weighed in on changing customer expectations. Check the highlights here.
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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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3 Digital Banking Initiatives to Increase Branch Traffic
Streamline workflows, boost loyalty, and increase productivity. Discover how appointment management solutions eliminate operational inefficiencies.
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5 Things Financial Institutions Forget During a Digital Transformation
Make your digital initiatives work for you, not against you. Check our top 5 digital transformation errors and how Coconut Software can help you avoid them.
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When Channel Switching Interrupts the Customer Journey
Looking to optimize the customer experience? Stop forcing clients to switch channels. Provide a personalized, intelligent experience with Coconut Software.
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Organizational Loyalty and Customer Experience
With the current wave of digital transformation sweeping over the FinServe industry, organizational loyalty have become key to success. Customers are beginning to expect and demand the enhanced customer journey that comes with it from their service providers. These changes have brought them benefits like real-time service and immediate interactions between organizations and their customers, […]
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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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How to Attract and Retain Millennial Customers
The norm of face-to-face interactions for banks and credit unions is beginning to shift with the introduction of millennial consumers. Because of this, banks and credit unions face a difficult issue; how do you attract and retain customers who want to minimize interaction, and crave an enhanced digital experience. Over the next 10 years, 75% […]
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How to Increase Revenue with Appointment Scheduling Software
Credit unions and banks rely on generating revenue through their appointments, making it crucial to maximize ROI on interactions. Learning to increase revenue with appointment scheduling software is a key way to maximizes these interactions to get the most value out of this customer touchpoint. Interested in learning more about appointment management software? Download Coconut […]
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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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