Coconut Software

Coconut Software

Accelerator FI Tools
Coconut is the only appointment-scheduling software fully integrated into the Q2 digital banking platform. Our appointment scheduling software elevates the digital banking experience, by enabling your customers to seamlessly book appointments directly within their online banking interface.

Features & Benefits

Unlock Cross-sell Opportunities

Unlock cross-sell opportunities by embedding meeting scheduling within your digital banking experience, encouraging customers to easily book appointments, resulting in increased service purchases and driving lending growth. Learn More

Improve Adoption Rates

Improve adoption rates by offering the convenience of a strategically embedded "schedule a meeting" button in your Q2 digital banking interface, making it effortless for customers to access an expert when needed. Learn More

Elevate Customer Satisfaction

Elevate customer satisfaction by providing a seamless meeting booking experience directly within your Q2 digital banking interface, powered by Coconut's innovative scheduling capabilities. Learn More

Increase customer engagement:

Increase customer engagement, boost lending opportunities, and improve conversion rates by proactively displaying upcoming scheduled meetings within your digital banking interface, ensuring clients seize the chance to explore new offerings. Learn More

Improve Banking Efficiency

Enhance banking efficiency in Q2 by empowering customers to conveniently schedule appointments, thereby effectively reducing the reliance on resource-intensive channels and optimizing operations. Learn More

Optimize Resource Allocation

Optimize resource allocation with new channel insights, ensuring efficient staff utilization ratios that improve productivity, contribute to cost reductions and enhance the overall efficiency of your banking operations. Learn More

Elevate your Video Appointment Experience

Engage your customers through video appointments with our browser-based video banking platform. Now, your clients and staff can focus on financial conversations—instead of technical complications. Learn more

Enhance the experience with Queue Management

Improve the traffic flow within your locations, streamline your workforce, and improve customer experience—all while reducing costs. Coconut’s smart visitor management system fits seamlessly into your existing operations and reduces wait times for customers. Learn More

Unlock New Insights and Analytics

Discover the lost pieces of your customer and member journey with Coconut’s analytics platform. Uncover the data you need to run your operations more efficiently, deliver better services, and connect every client interaction to revenue. Learn more

Purpose-built for Financial Institutions

Our platform is designed to meet the unique needs and demands of financial institutions, ensuring regulatory compliance, data security, and seamless integration with Q2’s Digital Banking platform. Learn More