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.
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