Coconut Software
The facts below are what the maker publishes about Coconut Software, checked and dated. Our editors have not written about it yet.
Plans and prices
From Coconut Software's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom enterprise plan | Priced on request | Pricing depends on the institution’s goals, selected solutions, and budget |
The facts
Each one read from Coconut Software's own pages, with the date it was checked.
Where it runs
- Appointment booking
- Customers can choose a time, service, and channel, with real-time calendar sync, SMS or email reminders, and support for remote or in-branch appointments.checked 12 Oct 2026
What it does
- Automated reminders
- Yeschecked 23 Sep 2026
- Booking pages
- Yeschecked 23 Sep 2026
- Calendar sync
- two-waychecked 23 Sep 2026
- Core modules
- The platform includes appointment scheduling, lobby management, workforce management, branch insights, video banking, and intelligent matching.checked 12 Oct 2026
- Implementation
- The maker says most financial institutions are up and running in 4–16 weeks, depending on selected solutions and change management.checked 12 Oct 2026
- Integrations
- Coconut lists integrations including Alkami, Jack Henry Banno, DocuSign, Google Analytics, and Microsoft Active Directory, and offers a REST API for custom integrations.checked 12 Oct 2026
- Lobby management
- Customers can check in for appointments or join a queue remotely, and connect with a remote specialist.checked 12 Oct 2026
- Pricing availability
- Coconut says it determines pricing after understanding the institution’s goals and selecting a mix of solutions to fit its budget.checked 12 Oct 2026
- Security
- The maker lists SOC 2 and ISO 27001 compliance, GDPR, CCPA, and PIPEDA adherence, AWS hosting, and encryption in transit using TLS 1.2+ and at rest using AES-256.checked 12 Oct 2026
- Support
- Coconut says its experts work with customers to set goals, track progress, review data, and identify growth opportunities.checked 12 Oct 2026
- Video banking
- Coconut Connect provides video banking within appointment and lobby flows, and institutions can integrate a preferred video provider.checked 12 Oct 2026
- What it does
- Coconut is a branch performance platform for banks and credit unions that connects customers with advisors and channels.checked 12 Oct 2026
- Who it is for
- Coconut describes its platform as purpose-built for banks and credit unions, including complex branch, advisor, compliance, and high-value client journeys.checked 12 Oct 2026
The company
- Founded
- 2011checked 28 Sep 2026
- Headquarters
- Saskatoon, Saskatchewan, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 23 Sep 2026
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