Case Study: Partners Federal Credit Union improves member experience with Coconut Software

Partners Federal Credit Union serves 1 billion in assets with Coconut

Partners Federal Credit Union, a financial cooperative serving Walt Disney Company employees and their families, needed a newer and better way to engage with its members. To address this challenge, they turned to Coconut Software and implemented its appointment scheduling solution.

By using Coconut Software's platform, the credit union was able to provide a more convenient way for members to engage with staff. The solution put Partners Federal Credit Union in the driver's seat of the member experience, allowing them to drive that experience effectively. While specific metrics are not listed, the implementation by Coconut Software is described as their biggest success in improving member and advisor interactions.

Partners Federal Credit Union