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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Company Information
Coconut Software Corporation
Founded: 2007
Canada
www.coconutsoftware.com
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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
Coconut Software Product Features
Appointment Scheduling
Appointment Reminders
Supported
Automated Scheduling
Supported
Calendar Sync
Supported
Client Database
Supported
Group Scheduling
Supported
Mobile Access
Supported
Multi-Location
Supported
Online Booking
Supported
Online Payments
Supported
Recurring Appointments
Supported
Room Booking Management
Supported
Customer Experience
Analytics
Supported
Dashboard
Supported
Feedback Management
Supported
Multi-Channel Collection
Supported
Survey Management
Supported
Trend Analysis
Supported
Action Management
Not Supported
Customer Segmentation
Not Supported
Knowledge Management
Not Supported
Sentiment Analysis
Not Supported
Text Analysis
Not Supported
Visitor Management
Alerts/Notifications
Supported
Pre-Registration
Supported
Registration Management
Supported
Self Check-in
Supported
Visitor Tracking
Supported
Watch List
Supported
Badge Management
Not Supported
Document Management
Not Supported
ID Scan
Not Supported
