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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 2406 reference ratings
4.8/5.0 (2406)
  • Winter 2026 Market Leader Queue Management Software
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  • Winter 2026 Market Leader Appointment Scheduling Software
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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

  • “We wanted to offer our members the ability to interact with the credit union using their preferred channel at the time that is most convenient for them. We also wanted …

    Tara McQuillen Chief Experience Officer

  • "Coconut Software has provided a member centric, easy-to-use solution for our members to schedule appointments with our sales and service teams. Since implementing Coconut we have been able to improve …

    Chris Malmberg Vice President – Corporate Solutions & Strategic Partnerships
36 more testimonials currently locked

17 Case Studies

  • Managing Visitor Traffic (and Expectations) Through A Pandemic

    Jerimy Saldivar Director of Member Experience

  • TELUS Mobility Increased Customer Adoption Pairing Coconut Software with their Learning Center …

    Wendy Betteridge Marketing Manager

  • How TCU Financial Group Elevated Their Contact Center Scheduling Process

    Ellen Crowder MemberLine Supervisor
16 more case studies currently locked

15 Customer Videos

  • Teachers Federal Credit Union - Customer Success Story (Inna Sprague - Chief Experience Officer of Teachers)
    Play Video
    Inna Sprague Chief Experience Officer
  • TCU Financial Group - Customer Success Story (Chantelle Stefaniuk - Account Manager)
    Play Video
    Chantelle Stefaniuk Account Manager
  • Kawartha Credit Union - Customer Success Story (Martin Harris - Senior Manager of Retail Delivery)
    Play Video
    Martin Harris Senior Manager of Retail Delivery
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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