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Coconut Software: Embedded Appointment Scheduling for Banks and Credit Unions
Intelligent branch solution that streamlines advisors’ workflows
- Industries
- Financial Services
- Business Need
- SalesProductivityFinance
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudFinancial 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.
Highlights
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.
Provider Details
Coconut Software bridges the gap between complex branch operations and high-value customer engagements with a suite of Intelligent Branch Solutions. The result: streamlined operations, enhanced customer experiences, and empowered staff focused on meaningful work. Its unified platform combines appointment scheduling, in-branch queuing, and video banking to help financial institutions tackle critical challenges head-on--maximizing resources, improving efficiency, and directly impacting customer satisfaction scores. Trusted by leading banks and credit unions across North America--including RBC, Mountain America Credit Union (MACU), and M&T Bank--Coconut Software helps financial institutions optimize workforce planning, streamline branch traffic, and achieve revenue goals. Visit coconutsoftware.com to learn more.
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work.
Coconut Essentials, Coconut Plus, or Coconut Premium package required.
Coconut Essentials starting price:
$25,000 USD/company/year