Coconut Software

We can't wait!!

How do you convince senior leadership that your financial institution should pay for appointment software when you already have access to a “free” solution? Here’s how the team at Centier Bank did it: 😖 Demonstrate that the “free” solution was causing frustration and impacting the client experience. 🤷♀️ Highlight key questions that couldn’t be answered due to reporting limitations. 🙌 Show how Coconut beats out the “free” system when it comes to associate productivity, staffing efficiencies, and more. Dig into the whole Centier Bank story over here: https://lnkd.in/gNBpFeMg

🥥 It’s back to school time! But it’s also a bittersweet moment for the Coconut Crew. Last week we said goodbye to our Intern Group - Sarah Chen, Rosalie Pampolina, Elsa Beckett, Kim Ma, Brayden Johnson, and Reilen Millar. 🌊 We couldn't be more grateful for the amazing group of interns who joined our team in 2023! Their contributions have been nothing short of exceptional, and they’ve truly redefined what collaboration looks like. 💬 Here’s what some of our interns had to say about their experience: “Working on a team that truly cares about you and lifts you up has been a rewarding experience.” “I never expected to feel so connected to my coworkers. I’ve realized how much I value the team I work with.” “I’ve felt so valued and included, being treated like a full team member whose input really matters.” We wish our incredible interns and all of you a fantastic school year ahead!

We ❤️ to see our customers get creative when launching Coconut! Palmetto Citizens Federal Credit Union had so much fun with their "Let's go Coconuts!" launch.

Coconut Software is thrilled to announce a strategic relationship with LPL Financial, the nation’s largest independent broker-dealer! Our advanced scheduling solutions will now support around 1,000 LPL-affiliated institutions. Coconut will help LPL advisors enhance client interactions and streamline scheduling, saving approximately 10 minutes per meeting and boosting client engagement by 21 points. We’re excited to support advisors with innovative tools that enhance client relationships and improve operational efficiency. See the details here: https://lnkd.in/gWBCD8Mw

Coconut Software is thrilled to announce a strategic relationship with LPL Financial, the nation’s largest independent broker-dealer! Our advanced scheduling solutions will now support around 1,000 LPL-affiliated institutions. Coconut will help LPL advisors enhance client interactions and streamline scheduling, saving approximately 10 minutes per meeting and boosting client engagement by 21 points. We’re excited to support advisors with innovative tools that enhance client relationships and improve operational efficiency. See the details here: https://lnkd.in/gWBCD8Mw

We are honored to be recognized as a The Stevie® Awards winner 🎉 in the 9th annual #StevieAwards for Great Employers, “the Olympics of HR,”  for the following categories: 🥇Gold Stevie Winner: Employer of the Year (Computer Software, up to 250 employees) 🥈Silver Stevie Winner: Achievement in Organizational Culture 🥉Bronze Stevie Winner: Human Resources Team of the Year Thank you to everyone who publicly voted for Coconut for Employer of the Year! Read more about the 2024 competition and view winning organizations - https://lnkd.in/gP9mebX3 #TheStevieAwards #StevieWinner2024

We are thrilled to share that Coconut Software has been shortlisted as an 🌟 Excellence Awardee 🌟 in the annual #HRAwardsCA under the category for “Best Remote Work Strategy”!

When Centier Bank needed a solution to manage branch traffic during the pandemic they initially implemented a current partner’s appointment solution. The team soon realized this “path of least resistance” presented too many obstacles – including faulty access controls and permissions, client self-serve challenges, and a lack of actionable insights.  Enter Coconut. Switching to our appointment scheduling and queuing software significantly eased Centier’s administrative load while improving reports and insights into branch happenings and client experience. Centier Bank: ⏱ Saved time with critical updates and pivoting services ✅ Experienced improvements in administrative functions 📊 Enjoyed significantly better reporting capabilities Get the whole story at the link in the comments 👇

When Centier Bank needed a solution to manage branch traffic during the pandemic they initially implemented a current partner’s appointment solution. The team soon realized this “path of least resistance” presented too many obstacles – including faulty access controls and permissions, client self-serve challenges, and a lack of actionable insights.  Enter Coconut. Switching to our appointment scheduling and queuing software significantly eased Centier’s administrative load while improving reports and insights into branch happenings and client experience. Centier Bank: ⏱ Saved time with critical updates and pivoting services ✅ Experienced improvements in administrative functions 📊 Enjoyed significantly better reporting capabilities Get the whole story at the link in the comments 👇