Case Study: Credit Union of Southern California drives loan growth and improves member satisfaction with Coconut Software

Credit Union of Southern California turns walk-ins into high-value appointments with Coconut

Credit Union of Southern California (CU SoCal) sought to drive loan growth and improve member satisfaction. They partnered with vendor Coconut Software to implement its digital appointment scheduling platform to better manage member interactions.

By using Coconut's platform, CU SoCal was able to move walk-in members to scheduled, high-value appointments. This strategy successfully built new behaviors because appointments have a higher conversion rate. The walk-ins became an organic engine feeding these more productive appointments, directly contributing to the credit union's growth goals.

Credit Union of Southern California