Coconut Software
Last Updated
Overview
Coconut software helps financial institutions streamline customer and member interactions by efficiently scheduling appointments, managing lobbies, and optimizing routing. While managing staff across multiple locations with irregular schedules can be challenging, its unified platform strengthens operational consistency. Overall, it suits banks and credit unions seeking improved efficiency and service delivery.
Coconut Software Specifications
- Calendar And Scheduling
- Integration With Other Tools
- Analytics And Reporting
- Real-Time Communication
What Is Coconut Software?
Coconut is a banking-focused appointment scheduling and lobby management platform designed for banks and credit unions. It supports intelligent routing, hybrid appointment booking, walk-in management, video banking, and reporting features. The platform streamlines how customers connect with staff, helping institutions deliver more personalized service while optimizing channels and resources. It also aligns with industry security standards and integrates into existing tech stacks, allowing financial institutions to improve experiences and operational efficiency.
Coconut Software Pricing
The Coconut software cost is structured around the following customizable plans:
- Coconut Essentials
- Coconut Plus
- Coconut Premium
Disclaimer: The pricing is subject to change.
Coconut Software Integrations
Coconut software features seamless integration with various applications, including:
Who Is Coconut Software For?
Coconut software caters to banks and credit unions seeking smoother engagement, improved efficiency, and stronger customer or member interactions across key operational areas, including:
- Operations
- CX and member experience
- Marketing
- Lending
Is Coconut Software Right For You?
If you’re a bank or credit union looking to strengthen customer or member interactions, Coconut Software offers a platform built specifically for financial institutions. It is trusted by more than 200 financial institutions and supports an end-to-end experience that streamlines how people connect with staff.
With in-house financial services expertise and security standards built to exceed industry requirements, it helps institutions manage engagements more effectively. It may be a strong fit if improving operational efficiency and creating smoother experiences is a priority.
Still not sure if Coconut software is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Coconut Software Features
Appointment Scheduling
This feature simplifies appointment coordination by allowing clients to independently select times, services, and channels. It reduces administrative workload so frontline staff can concentrate on more meaningful financial interactions and stronger conversion opportunities across various engagement scenarios.
Queue Management
The platform enhances in-branch and online queues by offering real-time updates, virtual or physical join options, and wait-time insights. It enables smoother visitor flow while helping staff manage demand effectively and prioritize clients based on need and wait duration.
Video Banking
The software elevates remote financial meetings through seamless browser-based conferencing, integrated e-signature tools, screen sharing, and customizable branding. It supports institutions in delivering secure, interactive video appointments that minimize technical friction and encourage productive, service-focused conversations.
Reporting And Analytics
Coconut software delivers actionable operational intelligence by tracking branch traffic, appointment outcomes, no-shows, and service patterns. It enables institutions to forecast capacity, refine customer experiences, and tie every interaction to measurable performance improvements and informed strategic decisions.
Pros And Cons of Coconut Software
Pros
Enables customers to schedule appointments online easily
Helps track walk-in customers
The platform is intuitive from both the backend and client perspectives
Cons
Managing irregular staff schedules across multiple locations is challenging
No mobile app available
Coconut Software Reviews
Total 15 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars20%
3
Stars13%
2
Stars0%
1
Stars0%
Share your experience
Banking, N/A employees
Less than 6 months
“Helped us expand our clientelle”
Pros
One of the biggest benefits is that clients can book their own appointments during the times I have available. If I happen to miss a call, they still have a way to reach me which gives me another chance to help with what they need. It's also really helpful that other coworkers can schedule appointments for clients without needing me involved so we're able to capture more opportunities as a team.
Cons
Something that could be better is how days off sync with Outlook. When I mark time off there using the "all day" box, it doesn't actually block that time in the Coconut calendar so I end up having to enter it in both places.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Financial Services, N/A employees
More than a year
“appointment booking made simple”
Pros
Scheduling appointments is very simple and it's just as simple to move an appointment when needed. Having the relevant client information tied directly to each appointment is also a big plus.
Cons
One thing that's missing is a way for someone booking online to tell whether an appointment has already been scheduled for the time they want.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
8
Banking, N/A employees
More than a year
“Reminders are helpful!”
Pros
Being able to rearrange employee tasks is really helpful and I can also block off services I don't want certain employees booked for. The reminder text feature has been a big plus too. Our members get a text an hour before their appointment and that has definitely helped cut down on no-shows.
Cons
What I'd still like to see is the option to display employees by work role instead of only alphabetically. For example, it would be much better if all of my account managers appeared first and all of my tellers were listed afterward.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
8
Frequently Asked Questions
What level of support does Coconut software offer?
Coconut software offers support through phone, email, news, an online contact form, media, a resource library, and a blog.
Who are the typical users of Coconut software?
Coconut software serves banks and credit unions, aiming to enhance engagement, boost efficiency, and strengthen customer or member interactions across critical operational areas, including operations, CX, and member experience, marketing, and lending.
Does Coconut software have a mobile app?
No, Coconut software does not offer a dedicated mobile application.
What types of pricing plans does Coconut software offer?
The Coconut software price is organized into three customizable plans: Coconut Essentials, Coconut Plus, and Coconut Premium. Request a detailed Coconut software cost breakdown for your organization today.
What other apps does Coconut software integrate with?
Coconut software integrates with widely used applications, including DocuSign, Okta, Zoom, Microsoft Teams, Posh, Google Calendar, and Salesforce.
Does Coconut software offer an API?
Yes, Coconut software offers an API.
What language does Coconut software support?
Coconut software primarily supports the English language.