Up and Running in a Few Weeks

Whether you’re after a simple implementation or need support on more complex requirements, we work to tailor your finished product to meet your unique needs. Having worked with financial institutions both large and small, our team of experts can help to guide you to success.

View our Success Stories

Our Step-By-Step Set Up


Finalize Scope & Strategy

We’ll align on the solutions you’re implementing, key considerations and success metrics.


Project Kick Off & Implementation

All the project stakeholders meet to discuss the project, roles and involvement.


Training & Go Live

We’ll provide live and in-product training along with resources so your staff are ready for go live day and beyond.


Post Launch Support

We’ll debrief and plan for ongoing informal touchpoints to make sure change management is going smoothly. We’ll formally connect during Executive Business Reviews to discuss how we can help you continue to drive value.

We have 98% customer retention because we’re built specifically for you.


“From my perspective as a branch manager Coconut has been a wonderful fit for our membership and staff. Being extremely user-friendly has made it less intimidating to introduce to our members and staff. Working with Coconut staff, setup and turnaround for implementation has been a smooth process. I appreciate the fact that we are able to customize the software to the needs of our organization and I love having the ability to maintain most custom settings internally as member needs are ever-changing.”

Branch Manager, Members CCU

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