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- Coconut Software
On the recordRead 12 Oct 202617 facts
Coconut Software
Saskatoon, Saskatchewan, Canada
Plans and prices
Custom enterprise plan
Priced on request
Pricing depends on the institution’s goals, selected solutions, and budget
Read 12 Oct 2026 · coconutsoftware.com
On the record
- Appointment booking
- Customers can choose a time, service, and channel, with real-time calendar sync, SMS or email reminders, and support for remote or in-branch appointments.coconutsoftware.com · read 12 Oct 2026
- Automated reminders
- Yescoconutsoftware.com · read 23 Sep 2026
- Booking pages
- Yescoconutsoftware.com · read 23 Sep 2026
- Calendar sync
- two-waycoconutsoftware.com · read 23 Sep 2026
- Core modules
- The platform includes appointment scheduling, lobby management, workforce management, branch insights, video banking, and intelligent matching.coconutsoftware.com · read 12 Oct 2026
- Implementation
- The maker says most financial institutions are up and running in 4–16 weeks, depending on selected solutions and change management.coconutsoftware.com · read 12 Oct 2026
- Integrations
- Coconut lists integrations including Alkami, Jack Henry Banno, DocuSign, Google Analytics, and Microsoft Active Directory, and offers a REST API for custom integrations.coconutsoftware.com · read 12 Oct 2026
- Lobby management
- Customers can check in for appointments or join a queue remotely, and connect with a remote specialist.coconutsoftware.com · read 12 Oct 2026
- Pricing availability
- Coconut says it determines pricing after understanding the institution’s goals and selecting a mix of solutions to fit its budget.coconutsoftware.com · read 12 Oct 2026
- Security
- The maker lists SOC 2 and ISO 27001 compliance, GDPR, CCPA, and PIPEDA adherence, AWS hosting, and encryption in transit using TLS 1.2+ and at rest using AES-256.coconutsoftware.com · read 12 Oct 2026
- Support
- Coconut says its experts work with customers to set goals, track progress, review data, and identify growth opportunities.coconutsoftware.com · read 12 Oct 2026
- Video banking
- Coconut Connect provides video banking within appointment and lobby flows, and institutions can integrate a preferred video provider.coconutsoftware.com · read 12 Oct 2026
- What it does
- Coconut is a branch performance platform for banks and credit unions that connects customers with advisors and channels.coconutsoftware.com · read 12 Oct 2026
- Who it is for
- Coconut describes its platform as purpose-built for banks and credit unions, including complex branch, advisor, compliance, and high-value client journeys.coconutsoftware.com · read 12 Oct 2026
