The leading provider of appointment scheduling and lobby management solutions for financial institutions.

Joined August 2011
Coconut Software retweeted
It seems some financial institutions have lost sight of the key to attracting and retaining customers: easy access to real people for financial advice. on.forbes.com/6014PBAKO Sponsored By @CoconutSoftware
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Coconut Software retweeted
After witnessing the impressive demonstration of @CoconutSoftware at #CUTF2023 in the Atlantic Fintech Showcase I wish my bank would adopt it widely! #CanadianFintech coconutsoftware.com
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Coconut Software retweeted
Also got to booth 1410 to say Aloha to the #CoconutCrew @FintechMeetup! Always love seeing this team @CoconutSoftware
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Coconut Software retweeted
In this episode of Banking Transformed, our guest @katRegnier of @CoconutSoftware discussed how banks and credit unions can bridge the gap between digital and physical client experiences. bit.ly/3W977GY @FinancialBrand #cx #banking #digitalbanking
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Coconut Software retweeted
It's clear that technology is transforming the industry, but it's important to remember the human touch. This episode focuses on humanized digital engagement in banking. bit.ly/3ExIn4V @FinancialBrand @CoconutSoftware #digitalengagement #banking #customerengagement
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Coconut Software retweeted
During the pandemic, 50% of all financial institutions' client activities switched to digital - and research shows they're unlikely to switch back. Learn how you can elevate your #videostrategy with @CoconutSoftware: coconutsoftware.com/resource… #banks #creditunions #videobanking
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Coconut Software retweeted
In this episode of Banking Transformed, our guest @katRegnier of @CoconutSoftware discussed how banks and credit unions can bridge the gap between digital and physical client experiences. bit.ly/3W977GY @FinancialBrand #cx #banking #digitalbanking
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Coconut Software retweeted
“The most important thing—and it’s probably easy to overlook this as the offers are flying in fast and furious—is making sure that it’s someone that you will enjoy spending time with," said @CoconutSoftware CFO Matt Petrow. betakit.com/what-coconut-sof…
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Replying to @money2020
@money2020 Panel with @yolandepiazza @ArvestBank @reetikagrewal @sekeballard 1. You have to stitch siloed data. 2. Don't make the customer repeat themselves. 3. Predictive analytics can only be possible with number 1. @CoconutSoftware
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Coconut Software retweeted
New podcast episode! Humanized Digital Engagement Propels Growth in Banking bit.ly/3Cfszl9 @CoconutSoftware @FinancialBrand #banking #cx #finserv
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Coconut Software retweeted
🎧Retained Learnings, ep 1 🎧 Raising a Series B Round with @CoconutSoftware CFO Matt Petrow. Listen in to hear how Matt and his team secured a $28M Series B financing round, and what advice he has for other leaders contemplating the same.
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Coconut Software retweeted
📣 We're delighted to announce @CoconutSoftware as a @FintechMeetup Bronze sponsor!📣 Join Coconut Software at fintech's big new Q1 event on March 19-22 at the Aria, Las Vegas! fintechmeetup.com/ #fintechmeetup #fintech #payments #fintechinnovation #creditunions #banking
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Coconut Software retweeted
Replying to @CoconutSoftware
@CoconutSoftware CEO and President @katRegnie joined the @DGIsocial #podcast to examine the human side of financial brands and discuss how to take a more caring approach. Read more: bit.ly/3lJRQwa
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Coconut Software retweeted
Watching @katRegnier from @CoconutSoftware interview #jasonatkins from @360insights at the @unitingprairies conference. Gold.
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Coconut Software retweeted
After trying the idea out last year, a Saskatoon tech company is making the permanent move to a four-day workweek. saskatoon.ctvnews.ca/time-to…
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Coconut Software retweeted
"After a stressful, busy year, it’s time to change the way we work." See why @KatRegnier, CEO of our portfolio company @CoconutSoftware, led the charge to implement a #fourdayworkweek at Coconut last year: bit.ly/3r9Ditb #4DayWorkWeek #WorkLifeBalance
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Coconut Software retweeted
"Engaged members are key to growth, especially considering the complete digital transformation currently underway." @katRegnier of @CoconutSoftware shares how to create a seamless member experience. news.cuna.org/articles/11972…
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Coconut Software retweeted
Here's to the early milestones ... and the next fifty. @CoconutSoftware @katRegnier #truenorthtech bit.ly/2UJUGqy
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