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Appointment Scheduling
Provide an effortless experience that goes beyond the appointment.
Queue Management
A smarter lobby for a streamlined in-branch experience.
Video Banking
Everything your staff need to deliver an end-to-end video appointment
Reporting & Analytics
See the big picture, and turn insights into action.
Integrations & APIs
We’re flexible to fit where you need us.
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Creating meaningful connections since 2007
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Technology & Transformation
Customer & Member Experience
Stay Safe with Remote Phone & Video Meetings
By Katherine Regnier • Mar 17, 2020
Customer & Member Experience
Remote Video Banking: Future Proof Branch Strategies
By Sean Wilson • Feb 12, 2020
Technology & Transformation
Looking Back at Finnovate – Top 3 Takeaways
By Coconut Software • Nov 7, 2019
Customer & Member Experience
Embracing a Customer-First Mindset: Key Findings
By Sean Wilson • Sep 5, 2019
Technology & Transformation
6 Steps to a Successful Technology Implementation Process
By Kelly Wilson • Jun 13, 2019
Technology & Transformation
4 Fintech Innovations for Creating Deeper Connections
By Sean Wilson • May 24, 2019
Customer & Member Experience
Banking on Millennials
By Sean Wilson • Apr 29, 2019
Technology & Transformation
5 Things Financial Institutions Forget During a Digital Transformation
By Sean Wilson • Apr 24, 2019
Customer & Member Experience
When Channel Switching Interrupts the Customer Journey
By Sean Wilson • Apr 24, 2019
Customer & Member Experience
Balancing Millennials and Boomers in a Self-Service Era
By Sean Wilson • Apr 9, 2019
Technology & Transformation
Partnering With Vendors Providing Custom Branding
By Kelly Wilson • Jan 16, 2019
Technology & Transformation
Benchmarking Your New Technology Implementation
By Kelly Wilson • Dec 19, 2018
Technology & Transformation
Investing in New Technology Training
By Kelly Wilson • Dec 5, 2018
Technology & Transformation
Why Partner with a Vendor that Offers Open API
By Kelly Wilson • Nov 28, 2018
Employee Efficiency & Engagement
Assembling Your Software Implementation Team
By Kelly Wilson • Nov 21, 2018
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