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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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 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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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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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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