We know enterprise software implementations can be complex. From Sales to Customer Success, our diligent and responsive team is committed to collaborating with you to map out the omnichannel experience you want to create and the configurations you require to achieve the results you need.
We understand that every bank, credit union or financial services organization is unique, and we are committed to delivering a premium experience to each of our valued clients.
Most enterprise software implementations involve many months of back-and-forth between vendor and client, and a few more months before results start to trickle in. Not us. Over the past 10 years we’ve streamlined the enterprise SaaS implementation to a very efficient science.
While many enterprise appointment platforms say this, we really mean it.
When you’re rolling out a new platform with a huge team of contact center staff, location managers and advisors, we understand that the user experience needs to be as easy as possible in order to maximize adoption. That’s why we’ve designed and built a premium experience that comes naturally to the average user.
We attended the ABA Wealth Management Conference in San Francisco in February in an effort to further understand the latest industry trends and issues, as well as gain strategic insights to help our customers succeed. While at the conference, Rhys Smith, Customer Success Manager at Coconut Software had the opportunity and pleasure to connect with […]Continue reading