Case Study: Centier Bank improves branch appointments and reporting with Coconut Software

How Centier Bank Eliminated the Frustrations With Appointments

Centier Bank, Indiana’s largest private family-owned bank, needed a better way to manage branch traffic, appointments, and lobby activity during and after the pandemic. Its existing appointment tool, included through a partner subscription, lacked the access controls, multi-branch management, and reporting capabilities the team needed, and it often created friction for both clients and staff. Centier turned to Coconut Software’s appointment scheduling and lobby management platform to solve these issues.

With Coconut Software, Centier Bank centralized updates across all branches, making it much faster to change services, staff, locations, and holiday closures. The team also gained stronger reporting and visibility into appointment patterns, service demand, and no-shows, while improving the client experience with better self-service booking and routing to the right expert. According to Centier, admin work became dramatically easier—“1000 times better”—with changes taking minutes instead of hours, helping the bank improve efficiency and client experience at scale.

Centier Bank

Tiffani Davis

VP of Client Experience