Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Coconut Software is a leading customer engagement platform for financial institutions that want to improve the digital and physical engagement of their staff and customers. Our suite of cloud based solutions provide a way to seamlessly schedule, measure and manage customer, prospect and staff interactions by effortlessly matching the right person, at the right time and in the way that they want to engage.

How they describe their product/innovation: We’d like to showcase the 2020 evolution of our customer engagement platform for financial Appointment Scheduling and the simplicity of booking appointments based on services required: phone, video, or in-person.

Online Queuing: join the line, online. Scan a QR code or click a URL to add yourself to a walk-in queue without having to actually be at the location. Then customers can wait outside or in their car until they are up next.

Lobby Management: help staff notify customers (SMS & email) from afar to return to the branch for their appointment or walk.

Product distribution strategy: Direct to Business (B2B), through other fintech companies and platforms

Contacts

Bus. Dev.: Andre Doucette, Senior Solutions Engineer, andre.doucette@coconutsoftware.com
Press: Brelynn Tkatch, Programs Manager, brelynn.tkatch@coconutsoftware.com