Coconut Software B2B Case Studies & Customer Successes

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 Arvest Bank Reduced Appointment Times and Improved the Customer Experience

Arvest Bank

Michelle Fittro

Senior Product Analyst

How Centier Bank Eliminated the Frustrations With Appointments

Centier Bank

Tiffani Davis

VP of Client Experience

Coastal Community Credit Union achieves a streamlined member journey and efficient online appointment booking with Coconut Software

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 Credit Union achieves 24/7 self-service and real-time insights with Coconut Software

Interior Savings Credit Union

Paul Cockshutt

Senior Manager of Integrated Alternate Channels

Interior Savings Credit Union achieves rapid pandemic pivot to safe, appointment-based service with Coconut Software

Interior Savings Credit Union

Paul Cockshutt

Senior Manager of Integrated Alternate Channels

Jackson Hewitt achieves a 41% increase in booked appointments with Coconut Software

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

R&G Brenner achieves scalable, real-time appointment management for busy tax season with Coconut Software

R&G Brenner

Kermit Uregar

Marketing Director

Rogue Credit Union achieves streamlined member engagement, reduced wait‑times and improved staffing visibility with Coconut Software

Rogue Credit Union

Gina Jorgensen

Assistant VP of Member Services

SaskTel achieves improved customer experience and streamlined appointment scheduling with Coconut Software

SaskTel

Carla Cowley

Sales Manager

TCU Financial Group achieves improved contact center efficiency and member satisfaction with Coconut Software

TCU Financial Group

Ellen Crowder

MemberLine Supervisor

Teachers Federal Credit Union - Customer Case Study

Teachers Federal Credit Union

Inna Sprague

Chief Experience Officer

TELUS achieves increased customer adoption and streamlined appointment scheduling with Coconut Software

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

Whatcom Educational Credit Union manages visitor traffic and boosts appointment bookings with Coconut Software

Whatcom Educational Credit Union

Jerimy Saldivar

Director of Member Experience

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