Experience the Coconut Difference
Engaging with your institution should be rewarding, fast, and effortless. And we’ve spent the past decade working with banks and credit unions to build software that makes that dream a reality.
Explore why 150+ financial institutions choose Coconut to transform their customers’ and members’ experience.
Created Just for Banks and Credit Unions
Our platform was designed specifically for the needs of banks and credit unions. We build our solutions with the things you care about in mind: improving the client experience, finding staff efficiencies, and growing your business. Our team and roadmap are focused exclusively on financial institutions (unlike our competitors). And when you join the Coconut family, you’ll have the opportunity to help us shape the future of banking technology, together.
Unbeatable Admin Flexibility
Every institution’s needs are unique—and those needs can change quickly. Our easy-to-use backend lets you make updates in minutes (instead of weeks). You can add new staff, service types, or locations—no support tickets or technical help necessary. Plus, our flexible admin settings and branding options let you customize your Coconut instance the way you want.
Clean, Modern User Experience
We’re obsessed with making every interaction as simple (and delightful) as possible. And our relentless focus on user testing and feedback has helped us design the most intuitive appointment flow in the market. Customers and members will love the streamlined UI—and staff will find it easy to learn, too.
See Coconut in Action
All-in-one, Seamless Solution
Coconut’s end-to-end platform delivers smooth customer and member experiences across in-person, virtual, and digital channels—from appointment scheduling online to in-branch interactions. Plus, it integrates with other tools your team relies on, like core banking, workforce management, online banking, mobile apps, CRMs, BI tools, and chatbots, so you get a clearer view of the entire client journey.
World-Class Security Standards and Policies
Your institution has important security and privacy needs—and we built Coconut to surpass them. We’re SOC II certified and adhere to industry-leading standards to manage our network and protect your data. We’ve successfully passed rigorous security reviews from leading financial institutions—and would love to do the same for you.
Take a Security Deep Dive
Unmatched Strategic and Technical Support
We partner with our customers at every step of their journey. Our experience launching Coconut for hundreds of financial institutions means we’ll get you up and running in weeks to months (not years). Plus—in addition to responsive tech support—you’ll get a dedicated Customer Success Manager post-launch to share best practices, review your progress, and offer ongoing guidance for leveling up your program.
Get a Rollout Overview