Coconut Software is unclaimed —
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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
Q2AlkamiGliaSalesforceGoogleDocuSignOneSpanMicrosoft Exchange
Complianceself-reported
SOC 2ISO 27001GDPRCCPAPIPEDA
Resources
Pricing
No public pricing is listed; book a consultation with an expert for pricing.