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Coconut Software: Embedded Appointment Scheduling for Banks and Credit Unions

By Coconut Software

Intelligent branch solution that streamlines advisors’ workflows

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Sales
Productivity
Finance
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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.

  • Coconut Software Demo

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