Coconut Software

Spec sheet

What it does

Coconut is a branch performance platform for banks and credit unions that connects customers with advisors and channels.Read 12 Oct 2026 · coconutsoftware.com

Free plan

NoRead 23 Sep 2026 · coconutsoftware.com

Integrations

Coconut lists integrations including Alkami, Jack Henry Banno, DocuSign, Google Analytics, and Microsoft Active Directory, and offers a REST API for custom integrations.Read 12 Oct 2026 · coconutsoftware.com

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.Read 12 Oct 2026 · coconutsoftware.com

Support

Coconut says its experts work with customers to set goals, track progress, review data, and identify growth opportunities.Read 12 Oct 2026 · coconutsoftware.com

Headquarters

Saskatoon, Saskatchewan, CanadaRead 28 Sep 2026 · coconutsoftware.com

Founded

2011Read 28 Sep 2026 · coconutsoftware.com

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.Read 12 Oct 2026 · coconutsoftware.com

Automated reminders

YesRead 23 Sep 2026 · coconutsoftware.com

Booking pages

YesRead 23 Sep 2026 · coconutsoftware.com

Calendar sync

two-wayRead 23 Sep 2026 · coconutsoftware.com

Core modules

The platform includes appointment scheduling, lobby management, workforce management, branch insights, video banking, and intelligent matching.Read 12 Oct 2026 · coconutsoftware.com

Implementation

The maker says most financial institutions are up and running in 4–16 weeks, depending on selected solutions and change management.Read 12 Oct 2026 · coconutsoftware.com

Lobby management

Customers can check in for appointments or join a queue remotely, and connect with a remote specialist.Read 12 Oct 2026 · coconutsoftware.com

Pricing availability

Coconut says it determines pricing after understanding the institution’s goals and selecting a mix of solutions to fit its budget.Read 12 Oct 2026 · coconutsoftware.com

Video banking

Coconut Connect provides video banking within appointment and lobby flows, and institutions can integrate a preferred video provider.Read 12 Oct 2026 · coconutsoftware.com

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.Read 12 Oct 2026 · coconutsoftware.com

Plans and prices

Every Coconut Software plan and price →

Where Specifiction places it

• Appointment Scheduling Software#101 of 1387.5
• Appointment Management system#23 of 267.5