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Overview
Coconut Software is a Canadian software company founded in 2011 and based in Saskatoon. Its platform manages appointment scheduling and queuing for banks and credit unions. The product is used across North America.
News
Ghost Memberships: The Credit Union Growth Opportunity Hiding in Plain Sight
In a nutshell Most credit unions aren't sitting on a membership problem, but rather, an engagement problem. A meaningful share of members hold only one product, never returned after an initial promotional offering, or opened an account they never funded.
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Coconut Software Launches Advanced Matching to Help Banks Pair Every Client With the Right Advisor
Coconut Software's new Advanced Matching helps banks and credit unions move beyond static service menus and "most available" booking, using rules-based routing to match clients based on factors like language, service type, loan size, and lead source. FOR
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The Real Cost of Bank M&As: What the Data Says, and What the Institutions That Survive Do Differently
In a nutshell Most bank mergers fail not because of the deal-but because of what happens after. Poor integration disrupts technology, staff, and members simultaneously. The data is clear: the institutions that emerge from M&A stronger deploy an experience
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Coconut Software Releases M&A Playbook to Help Banks Navigate Mergers Without Losing Clients, Staff, or Deal Value
New executive guide gives banks and credit unions a framework for protecting CX, operational continuity, and integration success through M&A.
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Finding the Right Advisor Should Feel More Like a Match Than a Number
In a nutshell Advanced Matching helps banks and credit unions move beyond "next available" booking to connect each client with the best-fit advisor based on need, value, and complexity-boosting branch performance, protecting specialist time, scaling perso
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