Distance Banking

Digital, Streamlined,
& Future Proofed

It’s clear that the customer engagement landscape is changing drastically. Connect with us today to learn more about how Coconut Software can help your organization stay ahead of the curve.

Covid-19 Kit

Optimize Your Customer Engagement Channels

Not only has the way we bank is changed, but your customers’ expectations for convenience, customer experience, and accessibility have changed as well.

What’s Included:

  • Gap Assessment Tool
  • Pandemic Communications Plan
  • Covid-19 In-Branch Procedure Template
  • Quick Guide to Optimizing Your Customer Channels
Download the Covid-19 Kit

“During this unprecedented time the implementation of phone appointments and call back queue have provided an additional channel for our business lines—banking, insurance and wealth management—to continue to help our members and clients while we limit in-person interactions. Both updates were quick and simple to set up and we are receiving very positive feedback from our end users, members and clients. These options have shown to be valuable additions to our service delivery and we anticipate an increase in use over the long-term.”

DARRYL KING
Solutions Manager, Costal Community Credit Union

IN-BRANCH APPOINTMENTS

Accommodating Complex Services

Not all services can be handled remotely. With Coconut, you can select which services are offered via phone and video, and which require an in-branch visit. Organize your branch by controlling appointment and arrival times in order to keep staff and customers safe where required.

Learn more about our various meeting methods.

Book A Demo
Distance Banking

Remote and In-Branch Appointments

With Coconut, you and your team can work from home, increase efficiency, and stay connected. Continue to engage with your customers in-branch, over the phone, or through video from anywhere, at any time.

Want to know how it works?

Book A Demo

Your All-In-One Distance Banking Solution

Product - Appointment Scheduling - Icon
Appointment Scheduling
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Lobby Management
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Appointment Insights & Analytics
Contact Center Solutions

“I wanted to thank you and your team for making this available for your clients. It’s a great example of providing a solution that is a real and present need due to the challenging and uncertain times we are in. I can’t say how grateful I am right now to have the Coconut system in place.”

JEANNE PICKENS
COO, Rogue Credit Union

 

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