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Visit WebsiteHow Arvest Bank Reduced Appointment Times and Improved the Customer Experience
Arvest Bank
Michelle Fittro
Senior Product Analyst
Coconut Software
Coconut Software makes it effortless for customers to connect with their financial institution. Our enterprise appointment scheduling and lobby management solutions are used by leading banks and credit unions across North America, including RBC Royal Bank, Arvest Bank, Vancity, and Rogue Credit Union. The result? A seamless customer experience that’s improved NPS scores, reduced wait times, and increased conversion rates for the organizations who use it. Founded in 2011, Coconut Software is headquartered in Saskatoon, SK with offices in Toronto, ON. For more information, please visit www.coconutsoftware.com
Case Studies
Showing 16 Coconut Software Customer Success Stories
How Centier Bank Eliminated the Frustrations With Appointments
Centier Bank
Tiffani Davis
VP of Client Experience
Coastal Community Credit Union Streamlines their Member Journey
Coastal Community Credit Union
Darryl King
Solutions Delivery Manager
How Credit Union of Southern California Drove 12% Loan Growth Through Appointments
Credit Union of Southern California
Aaron Young
Senior Vice President of Branch Operations and Retail Banking
Interior Savings Improves CX and Efficiency With Real-Time Insights
Interior Savings Credit Union
Paul Cockshutt
Senior Manager of Integrated Alternate Channels
Interior Savings Pivots Overnight to Handle Pandemic Challenges
Interior Savings Credit Union
Paul Cockshutt
Senior Manager of Integrated Alternate Channels
Jackson Hewitt Increased Appointment Booking by 41% & Tripled Their Conversion Rate
Jackson Hewitt
Shara Abrams
Senior VP, Operations
How Kawartha Credit Union Ramped Up Member Service and Curbed Cancellations
Kawartha Credit Union
Martin Harris
Senior Manager of Retail Delivery
How R&G Brenner Scaled Appointment Management to Support Busy Tax Season
R&G Brenner
Kermit Uregar
Marketing Director
Rogue Credit Union – Digitally Transforming to Measure Member Engagement
Rogue Credit Union
Gina Jorgensen
Assistant VP of Member Services
SaskTel Elevated Customer Experience & Captured New Data to Measure Store Performance
SaskTel
Carla Cowley
Sales Manager
How TCU Financial Group Elevated Their Contact Center Scheduling Process
TCU Financial Group
Ellen Crowder
MemberLine Supervisor
Teachers Federal Credit Union - Customer Case Study
Teachers Federal Credit Union
Inna Sprague
Chief Experience Officer
TELUS Mobility Increased Customer Adoption Pairing Coconut Software with their Learning Center Program
Telus
Wendy Betteridge
Marketing Manager
How UFCU Earned a 2.9/3 Member Satisfaction Score Across 272,500+ Appointments
University Federal Credit Union
Ryan McDonald
Business System Manager
Managing Visitor Traffic (and Expectations) Through A Pandemic
Whatcom Educational Credit Union
Jerimy Saldivar
Director of Member Experience
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