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Coconut Software

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Read 37 Coconut Software reviews and testimonials from customers, explore 25 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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  • 37 Testimonials View
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Customer Rating Review Score based on 2615 reference ratings
4.8/5.0 (2615)
  • Winter 2026 Market Leader Queue Management Software
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  • Winter 2026 Market Leader Appointment Scheduling Software
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37Testimonials

  • Hard to believe it's already been 3 years. I can confidently say that Coconut is one of our favourite vendors to partner with.

    Kelley Jacobsen VP Marketing & Operations

  • The biggest impact we have had since onboarding Coconut, is an elevated member experience where we have flipped from trying to find an appointment opening that we can put a …

    Tara Sevigny Manager, Contact Centre

  • “It’s not just scheduling software—it’s a strategic platform that helps us serve better, work smarter, and build stronger relationships.”

    Eric Carter Senior Vice President, Digital Solutions and Innovation Officer
36 more testimonials currently locked

25 Case Studies

  • Rogue Credit Union – Digitally Transforming to Measure Member Engagement

    Gina Jorgensen Assistant VP of Member Services

  • UNIFY Financial Credit Union improves member insights across $3B in assets with …

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

    Shara Abrams Senior VP, Operations
24 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
  • UNIFY Financial Credit Union - Testimonial Video
    Play Video
    Jenny Wrobbel Digital Operations Manager
  • 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 25 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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