Audience

Financial institutions that want to improve the digital and physical engagement of their clients, Coconut’s suite of cloud based solutions uniquely solves this by providing a way to seamlessly schedule, measure and manage client, prospect and staff interactions

About Coconut Software

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combine your on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests and virtual meeting support as well as contact center integration. Providing this customized experience, either in person or digitally, enhances client engagement, speeds up revenue-generating opportunities, balances workforce staffing, and delivers key insights that organizations cannot capture through their calendars or CRMs alone. In fact, we are the frictionless layer on top of those technology pieces and allow for meaningful connections through a simpler engagement process. Our intuitively-built user interface will delight your clients and your staff with its simplicity and flexibility. We understand the finance industry’s security and compliance requirements—and have built Coconut to surpass them.

Integrations

API:
Yes, Coconut Software offers API access

Ratings/Reviews

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Company Information

Coconut Software Corporation
Founded: 2007
Canada
www.coconutsoftware.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPad
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Coconut Software Frequently Asked Questions

Q: What kinds of users and organization types does Coconut Software work with?
Q: What languages does Coconut Software support in their product?
Q: What kind of support options does Coconut Software offer?
Q: What other applications or services does Coconut Software integrate with?
Q: Does Coconut Software have an API?
Q: Does Coconut Software have a mobile app?
Q: What type of training does Coconut Software provide?

Coconut Software Product Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Customer Experience

Analytics
Dashboard
Feedback Management
Multi-Channel Collection
Survey Management
Trend Analysis
Action Management
Customer Segmentation
Knowledge Management
Sentiment Analysis
Text Analysis

Visitor Management

Alerts/Notifications
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List
Badge Management
Document Management
ID Scan