Operations

By Kelly Wilson in Customer Experience Marketing Operations - Aug 5, 2019

Tracking Appointment Analytics to Improve Customer Experience

Learn to use appointment and customer data to give your organization an edge over the competition. Track appointment analytics with Coconut Software.

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Coconut Software - Blog Header - Digital Transformation
By Sean Wilson in Customer Experience Digital Innovation - Jul 31, 2019

Are You Addressing Customer Experience in your Digital Banking Transformation?

Financial Brand says digital transformation has seen significant investment by banks and credit unions, yet customer experience is stagnant. Let’s discuss.

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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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By Sean Wilson in Digital Innovation - Apr 24, 2019

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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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 - Appointment Scheduling Software Increases Revenue
By Kelly Wilson in Operations - Jan 30, 2019

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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Coconut Software - Blog Hero - Benchmarking Technology Integration
By Kelly Wilson in Marketing Operations - Dec 19, 2018

Benchmarking Your New Technology Implementation

Going through a new technology implementation is no small feat. You want to ensure that, once complete, your new solution delivers measurable results against your organization’s KPIs by benchmarking your new technology implementation. One way to ensure you are getting the best ROI from your new appointment scheduling solution is by benchmarking your new technology […]

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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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