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Coconut Software

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Read 37 Coconut Software reviews and testimonials from customers, explore 17 case studies and customer success stories, and watch 15 customer videos to see why companies chose Coconut Software as their Appointment Scheduling Software

Coconut Software makes it effortless for customers to connect with their financial institution. Our enterprise appointment scheduling and lobby management solutions are used by leading banks and credit unions across North America, including RBC Royal Bank, Arvest Bank, Vancity, and Rogue Credit Union. The result? A seamless customer experience that’s improved NPS scores, reduced wait times, and increased conversion rates for the organizations who use it. Founded in 2011, Coconut Software is headquartered in Saskatoon, SK with offices in Toronto, ON. For more information, please visit www.coconutsoftware.com

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Customer Rating Review Score based on 2377 reference ratings
4.8/5.0 (2377)
  • Winter 2026 Market Leader Queue Management Software
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  • Winter 2026 Market Leader Appointment Scheduling Software
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    • 2024 Top Rated Software Award
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37Testimonials

  • “We wanted the member experience to be effortless and intuitive. We wanted it to be pleasant. Whether that’s an in-branch experience that started online, an online experience that moves to …

    Paul Cockshutt Senior Manager of Integrated Alternate Channels

  • "The ability to pull reports or quickly view numbers at a glance helps us determine the volume of appointments (completed or canceled) and determine what our most popular service is. …

    Members Cooperative Credit Union Branch Manager

  • “We’re increasingly moving walk-ins to high-value appointments and building that behavior because we know appointments convert. Walk-ins are the organic engine that feeds our appointments.”

    Aaron Young Senior Vice President of Branch Operations and Retail Banking
36 more testimonials currently locked

17 Case Studies

  • Teachers Federal Credit Union - Customer Case Study

    Inna Sprague Chief Experience Officer

  • How Centier Bank Eliminated the Frustrations With Appointments

    Tiffani Davis VP of Client Experience

  • How Credit Union of Southern California Drove 12% Loan Growth Through Appointments

    Aaron Young Senior Vice President of Branch Operations and Retail Banking
16 more case studies currently locked

15 Customer Videos

  • Future Branches Importance of Humanizing Banking & Finding the Right Partner to Help
    Play Video
    Jay Rodriguez Regional Manager
  • How Arvest Bank is Humanizing the Engagement Experience
    Play Video
    Michelle Fittro Product Senior Analyst
  • Interior Savings Pivots Overnight to Handle Pandemic Challenges
    Play Video
    Paul Cockshutt Senior Manager of Integrated Alternate Channels
14 more videos currently locked

Additional Coconut Software Information & Resources

Read Coconut Software Reviews, Testimonials & Customer References from 37 real Coconut Software customers.

Browse Coconut Software Case Studies, Customer Success Stories, & Customer References from 17 businesses that use Coconut Software.

Watch Coconut Software Customer Videos to learn why 15 businesses chose Coconut Software.

Explore answers to frequently asked questions about Coconut Software.

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