Freedom251 › Appointment Management system
Coconut Software
What Coconut Software is
Coconut Software is a branch performance platform built for banks and credit unions. It connects customers with advisors through appointment scheduling, lobby management, workforce management, branch insights, video banking and intelligent matching. Customers choose a service, time and channel, with two-way calendar synchronisation, SMS or email reminders, and support for remote or in-branch appointments. Lobby tools support appointment check-in, remote queue joining and connection to a specialist. Coconut Connect places video banking inside appointment and lobby flows, while institutions can integrate a preferred video provider. Booking pages, group booking, payment collection, web access and a REST API are included. Listed integrations include Alkami, Jack Henry Banno, DocuSign, Google Analytics and Microsoft Active Directory. Coconut lists SOC 2 and ISO 27001 compliance, GDPR, CCPA and PIPEDA adherence, AWS hosting, and TLS 1.2+ and AES-256 encryption. Pricing is set after reviewing goals, solutions and budget.
Who it suits
This is aimed at banks and credit unions managing complex branch, advisor, compliance and high-value client journeys. It suits institutions needing coordinated in-person and remote service channels.
What it does well
- Two-way calendar synchronisation
- SMS and email reminders
- Remote queue and specialist connection
- REST API for custom integrations
- Video banking within appointment flows
What to know first
- No free plan
- Pricing is available only after discussion
- Implementation is stated as 4–16 weeks
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom enterprise plan | Pricing depends on the institution’s goals, selected solutions, and budget | On request |
As coconutsoftware.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Coconut brings scheduling, lobby flow, video banking and branch operations into one platform for financial institutions. Its custom pricing and implementation process fit organisations planning a tailored deployment rather than self-serve adoption.
Facts from Coconut Software's own pages
- Appointment booking
- Customers can choose a time, service, and channel, with real-time calendar sync, SMS or email reminders, and support for remote or in-branch appointments. · coconutsoftware.com, 12 Oct 2026
- Automated reminders
- Yes · coconutsoftware.com, 23 Sept 2026
- Booking pages
- Yes · coconutsoftware.com, 23 Sept 2026
- Calendar sync
- two-way · coconutsoftware.com, 23 Sept 2026
- Core modules
- The platform includes appointment scheduling, lobby management, workforce management, branch insights, video banking, and intelligent matching. · coconutsoftware.com, 12 Oct 2026
- Founded
- 2011 · coconutsoftware.com, 28 Sept 2026
- Free plan
- No · coconutsoftware.com, 23 Sept 2026
- Headquarters
- Saskatoon, Saskatchewan, Canada · coconutsoftware.com, 28 Sept 2026
- Implementation
- The maker says most financial institutions are up and running in 4–16 weeks, depending on selected solutions and change management. · coconutsoftware.com, 12 Oct 2026
- Integrations
- Coconut lists integrations including Alkami, Jack Henry Banno, DocuSign, Google Analytics, and Microsoft Active Directory, and offers a REST API for custom integrations. · coconutsoftware.com, 12 Oct 2026
- Lobby management
- Customers can check in for appointments or join a queue remotely, and connect with a remote specialist. · coconutsoftware.com, 12 Oct 2026
- Pricing availability
- Coconut says it determines pricing after understanding the institution’s goals and selecting a mix of solutions to fit its budget. · coconutsoftware.com, 12 Oct 2026
- Security
- The maker lists SOC 2 and ISO 27001 compliance, GDPR, CCPA, and PIPEDA adherence, AWS hosting, and encryption in transit using TLS 1.2+ and at rest using AES-256. · coconutsoftware.com, 12 Oct 2026
- Support
- Coconut says its experts work with customers to set goals, track progress, review data, and identify growth opportunities. · coconutsoftware.com, 12 Oct 2026
- Video banking
- Coconut Connect provides video banking within appointment and lobby flows, and institutions can integrate a preferred video provider. · coconutsoftware.com, 12 Oct 2026
- What it does
- Coconut is a branch performance platform for banks and credit unions that connects customers with advisors and channels. · coconutsoftware.com, 12 Oct 2026
- Who it is for
- Coconut describes its platform as purpose-built for banks and credit unions, including complex branch, advisor, compliance, and high-value client journeys. · coconutsoftware.com, 12 Oct 2026
Where Coconut Software stands on Freedom251
- Appointment Management system#21 of 26
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