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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 2509 reference ratings
4.8/5.0 (2509)
  • Winter 2026 Market Leader Queue Management Software
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  • Winter 2026 Market Leader Appointment Scheduling Software
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37Testimonials

  • “Don’t wait to implement appointment scheduling–do it immediately! You can miss out on valuable appointments if your customers have to wait until working hours to call and book in. Whether …

    Shara Abrams Senior VP, Operations

  • “People of all ages welcome the ability to book appointments, but younger clientele are especially keen.”

    Alexis Miarecki Marketing Manager

  • “Our application to funding ratio is actually improving significantly because the experience from the beginning is thoughtful and intentional.”

    Matt Lukas Director, Member Experience
36 more testimonials currently locked

17 Case Studies

  • Jackson Hewitt Increased Appointment Booking by 41% & Tripled Their Conversion Rate

    Shara Abrams Senior VP, Operations

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

    Aaron Young Senior Vice President of Branch Operations and Retail Banking

  • How Centier Bank Eliminated the Frustrations With Appointments

    Tiffani Davis VP of Client Experience
16 more case studies currently locked

15 Customer Videos

  • How CCCU Streamlined the Member Journey With Coconut Software
    Play Video
    Darryl King Solutions Delivery Manager
  • Kawartha Credit Union - Customer Success Story (Martin Harris - Senior Manager of Retail Delivery)
    Play Video
    Martin Harris Senior Manager of Retail Delivery
  • Credit Union of Southern California - Customer Success Story (Aaron Young - Senior Vice President of Branch Operations and Retail Banking)
    Play Video
    Aaron Young Senior Vice President of Branch Operations and Retail Banking
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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