Case Study: National Bank achieves 3x more remote appointment bookings with Coconut Software

National Bank increases remote appointment bookings 3x with Coconut Software

National Bank, a leading Canadian financial institution, sought to modernize its appointment booking system to meet rising client demand for self-serve and remote options. Their previous one-size-fits-all approach, requiring in-branch visits or phone calls, was no longer aligned with modern client expectations. To address this challenge, they partnered with vendor Coconut Software to implement its appointment scheduling solution.

Coconut Software provided a flexible, client-first appointment booking system that was fully integrated into the bank's digital experience. The solution streamlined the process, allowing clients to book remote appointments easily and giving them access to a wider pool of experts. This partnership resulted in a 3x increase in remote appointment bookings and a 92% client satisfaction rate with the new booking experience, successfully transforming National Bank's client interactions.

National Bank