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Appointment scheduling and queuing for banks and credit unions
Coconut Software is a Canadian appointment scheduling, queue management, and video banking platform built for financial institutions. Used by banks and credit unions across North America, it helps them bring customers and qualified staff together for high-value conversations around accounts, loans, mortgages, and advice.
The platform covers online and in-branch appointment scheduling, queue management and lobby check-in, video banking, staff and resource matching, and analytics on client access and conversion. Its focus on regulated financial institutions and high-value appointments differentiates it from generic scheduling tools.
Coconut Software serves banks, credit unions, and other financial institutions that want to modernize client access, grow remote and in-branch appointments, and connect customers with the right staff. Its financial-services focus, enterprise features, and measurable results make it a leading appointment platform in that sector.
Pricing Model
Custom
Starting Price
Contact vendor
Free Options
None
| Feature | Scheduling | Enterprise |
|---|---|---|
| Online & in-branch scheduling | — | |
| Staff matching | — | |
| Reminders | — | |
| Analytics | — | |
| Custom quote | — | |
| Queue management | — | |
| Video banking | — | |
| Advanced analytics | — | |
| Integrations | — | |
| Dedicated support | — |
Other
CRM
Communication
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Automated scheduling to book meetings without the back-and-forth
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