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Coconut Software: Embedded Appointment Scheduling for Banks and Credit Unions

Intelligent branch solution that streamlines advisors’ workflows

Overview

Give advisors a seamless way to book and manage client meetings without leaving Salesforce. Trusted by 200+ banks and credit unions, Coconut's intelligent branch solutions helps you manage appointments with ease.

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  • Make life easier for advisors Book, reschedule, and manage client meetings directly within Salesforce — no switching between applications or duplicate data entry. Advisors using Coconut save up to 10 minutes per appointment.

  • Improve data accuracy and visibility Automatic data sync ensures every meeting, update, and outcome is logged in Salesforce, providing a clear view of advisor productivity and performance. Banks using Coconut see a 2.5% increase in new account growth.

  • Strengthen the client experience With integrated scheduling, pre-meeting context, and branch-wide visibility, advisors can serve clients faster and more personally. Banks using Coconut achieve an 8.5% increase in loan pull-through rates.

►Embedded Scheduling in Salesforce: Give advisors a faster, simpler way to serve clients by booking, rescheduling, and managing meetings directly within Salesforce—no tab switching or duplicate entry required. ►Data Sync: Automatically sync every meeting, update, and cancellation between Coconut and Salesforce to keep client records accurate, complete, and always up to date—no manual work required. ►Integrated Calendar Scheduling: Eliminate scheduling conflicts with seamless synchronization between Salesforce, Outlook, and Google—ensuring every advisor’s calendar reflects real-time availability. ►Contact-Center Booking: Enable contact-center staff to book on behalf of advisors directly within Salesforce, reducing missed opportunities and helping clients get connected faster. ►Flexible Field Mapping: Configure how data flows between Coconut and Salesforce so staff, services, and branch information align perfectly for accurate reporting and clean client records. ►Customizable Advisor Dashboards: Equip advisors with clear, personalized dashboards that show upcoming appointments, client context, and key actions.

Categories

Business Needs
Sales
Productivity
Finance
Industries
Financial Services
Features
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