Coconut Software is unclaimed —

Coconut Software

Purpose-built for banks and credit unions·coconutsoftware.com

Coconut Software is a B2B SaaS platform offering Intelligent Branch Solutions for banks and credit unions. It unifies appointment scheduling, in-branch queue (lobby) management, video banking, workforce management, and analytics to help financial institutions reduce friction, improve efficiency, and connect clients to the right advisor. The platform includes browser-based video banking (Coconut Connect), intelligent advisor matching, and an open API with 40+ integration partners.

What it's for

Book in-branch or virtual appointments with advisorsManage in-branch customer/member queuesReduce no-shows with automated SMS/email remindersConduct compliance-sensitive video banking sessionsForecast branch staffing demand and build schedulesTrack branch engagement data and performance analyticsMatch clients to the right advisor based on expertise and languageBook advisor appointments directly from Google Search results

Features 19

Admin controls for managing locations, services, and team schedules
Automated SMS and email appointment reminders
Branch demand forecasting and workforce scheduling (bWFM)
Branch engagement analytics and reporting
Browser-based video banking with no app download required
Built-in video banking via Coconut Connect or third-party conferencing integration
Document sharing, co-browsing, and markup tools in video calls
E-signature capture via DocuSign or OneSpan
Hybrid work support for staff availability
Intelligent client-to-advisor matching
Next-in-line SMS/email notifications
Open API and 40+ integration partners
Photo capture of member ID during video calls for compliance
Pre-queue data capture for referral routing
Real-time appointment analytics
Real-time calendar sync to eliminate double-booking
Real-time wait time display across lobby, kiosk, and website
Reserve with Google integration for direct booking from Search
Self-serve queue joining (physical or virtual)

At a glance

API

TypeWeb app

DeploymentCloud

PlatformsWeb

Forbanks, credit unions, financial institutions

CompanyCoconut Software Corporation

Integrations

Q2GoogleGliaAlkamiOneSpanDocuSignSalesforceMicrosoft Exchange

Complianceself-reported

CCPAPIPEDASOC 2GDPRISO 27001

Resources

Docs

Pricing

No public pricing is listed; book a consultation with an expert for pricing.