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Security & compliance
The vendor hasn’t added security or compliance details yet.
Canadian appointment scheduling platform for financial institutions handling branch and advisor bookings.
Pricing
Custom quote
Founded
2007
Team size
51-200 employees
Headquarters
Saskatoon, Canada
Product Preview
Preview from coconutsoftware.com
At a glance
Best for
Manager, Operations Manager
Pricing model
Custom quote
About Coconut Software
Coconut Software is an appointment scheduling, queue management and video banking platform purpose-built for banks and credit unions. It handles online booking, walk-in queuing, advisor scheduling, notifications and demand forecasting to optimize branch staffing. It is used by 150+ financial institutions and is aimed at retail banking teams managing branch and advisor appointments.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Coconut Software
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