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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 2525 reference ratings
4.8/5.0 (2525)
  • 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 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

  • “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

  • “My favorite thing about Coconut is their flexibility. Their team has been a great partner to us. They listen when we have feedback, and they actually take action on it.”

    Ryan McDonald Business System Manager
36 more testimonials currently locked

17 Case Studies

  • Bank of New Hampshire Drives 25% Appointment Growth, 100% Adoption, and Faster …

    Eric Carter Senior Vice President, Digital Solutions and Innovation Officer

  • How TCU Financial Group Elevated Their Contact Center Scheduling Process

    Ellen Crowder MemberLine Supervisor

  • How UFCU Earned a 2.9/3 Member Satisfaction Score Across 272,500+ Appointments

    Ryan McDonald Business System Manager
16 more case studies currently locked

15 Customer Videos

  • UNIFY Financial Credit Union - Testimonial Video
    Play Video
    Jenny Wrobbel Digital Operations Manager
  • How Arvest Bank is Humanizing the Engagement Experience
    Play Video
    Michelle Fittro Product Senior Analyst
  • Partners Federal Credit Union - Customer Success Story (Juliana Trujillo - Partners Federal Credit Union)
    Play Video
    Juliana Trujillo Partners Federal Credit Union
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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