Case Study: Rogue Credit Union achieves data-driven member engagement with Coconut Software

Rogue Credit Union manages 96,000+ member interactions with Coconut Software

Rogue Credit Union, a financial institution with 166,000 members, faced significant challenges in managing member engagements. Their process for scheduling appointments was inefficient and lacked automated reminders, leading to high no-show rates. Management also had no visibility into branch performance or staffing needs. To address these issues and improve the member experience, they partnered with Coconut Software to implement its appointment scheduling and lobby management solutions.

By implementing Coconut Software's platform, Rogue Credit Union streamlined its operations. The solution enabled online appointment booking, automated reminders, and provided deep insights into branch performance. This resulted in the management of over 96,000 member interactions with significantly reduced no-shows. The data-driven approach allowed Rogue to optimize staffing and improve member satisfaction, achieving an NPS score of 83.5. Coconut Software provided the tools necessary for a successful digital transformation.

Rogue Credit Union