COCONUT SOFTWARE FOR CREDIT UNIONS
Empower Member Engagement with Coconut Software
Connect, serve, and retain customers by simplifying scheduling and improving customer engagement. From retail to wealth management, our platform empowers every banking sector to grow and build deeper customer relationships.
Join 150+ Financial Institutions Boosting Loan Growth
Credit Union of Southern California Increases Funded Loan Applications by 12% Through Streamlined Appointments
Discover how CU SoCal leveraged Coconut to optimize appointment scheduling and drive significant loan growth. By simplifying the member experience and empowering staff with valuable insights, they delivered impressive results while enhancing member satisfaction.
12%
Increase in Funded Loan Applications
38%
Average decrease in appointment length
21,000+
Appointments Booked
Strengthening Member Relationships
Through Seamless Service
Member Services
- Increase Deposits Through Engagement. Provide flexible scheduling to connect members with expert advice for effortless deposits and savings discussions.
- Efficient Lobby Management. Streamline check-ins and reduce wait times with solutions that create a seamless and efficient in-branch experience.
- Build Member Loyalty. Match members with their preferred advisors and personalize services to foster trust, loyalty, and engagement.
Mortgage and Loan Services
- Drive Growth in Lending Services. Capture loan inquiries when interest is high, with scheduling options that ensure timely advisor connections.
- Enhance Loan Approval Rates. Centralize appointment details to prepare your staff, improving guidance and approval rates for member loans.
- Speed Up Loan Processing. Automate document reminders to reduce no-shows, keep members on track, and accelerate the loan process.
Financial Planning and Advisory
Support Member Financial Goals. Enable members to schedule consultations easily, offering expert advice to support personalized financial goals.
Increase Member Retention. Provide flexible meeting options, such as in-branch, phone, or video, to accommodate and retain diverse members.
Deepen Member Engagement. Leverage insights to send reminders, keeping members actively involved in their financial planning process.
Branch Operations
Enhance Efficiency with Optimized Staffing. Use real-time data to staff efficiently during peak times, minimizing member wait times and enhancing service.
Offer Virtual Queuing. Enable members to check in remotely, reducing in-branch congestion and improving overall member satisfaction.
Track In-Branch Activity. Analyze member activity to anticipate demand, refine staffing, and continuously enhance branch operations.
Flexible Scheduling Across Channels
Empower members to book appointments seamlessly across multiple channels—online, mobile, digital banking, or in-branch—offering flexibility that meets their diverse preferences.
This enhances engagement, improves satisfaction, and ensures staff can efficiently manage appointment demand.
Optimize Branch Traffic and Flow
Simplify the in-branch experience with virtual queuing, self-service digital check-ins, and real-time status updates for members.
Reduce wait times, enhance operational efficiency, and ensure members enjoy smoother, more personalized visits from start to finish.
Effortless Video Banking
Offer secure video consultations that let your members connect for advice from their home, office, or on the go—directly through their browser, with no downloads required.
This hassle-free platform eliminates technical complications, ensuring the focus remains on achieving members’ financial goals.
Actionable Insights for Growth
Leverage real-time data to understand member engagement trends, improve resource planning, and support strategic initiatives.
Leverage Advanced Analytics to make informed decisions, enhance member satisfaction, and identify opportunities to strengthen relationships and drive growth.
Safeguard Every Interaction with Unmatched Data Security
Coconut Software delivers banking-grade security with SOC 2 and ISO 27001 compliance, meeting GDPR, CCPA, and PIPEDA standards.
Hosted in secure AWS centers, our platform employs TLS 1.2+ and AES-256 encryption for data protection in transit and at rest. We provide 24/7 monitoring, intrusion detection, and frequent backups, backed by thorough employee training and a zero-breach history, ensuring every customer interaction is fully secure.
