Case Study: Teachers Federal Credit Union drives member growth and engagement with Coconut Software

Teachers Federal Credit Union saves 10 hours per employee per month with Coconut Software

Teachers Federal Credit Union, one of the country's largest credit unions, faced a challenge in efficiently booking and managing appointments with members. Their outdated process, which relied on a call center and paper sign-ins, made it difficult to engage with members across the country and prepare for meetings. To support their national growth goals, they partnered with Coconut Software for its appointment scheduling and lobby management platform.

By implementing Coconut Software's solution, Teachers Federal Credit Union enabled members to easily schedule in-person, phone, or video appointments. This led to a massive spike in member satisfaction scores and fueled growth in 22 states. The credit union saved 10 hours per employee per month on administrative tasks and booked over 125,000 appointments, creating increased sales opportunities and better quality member interactions.

Teachers Federal Credit Union