Coconut Software Integrates Appointment Solutions with Jack Henry's Digital Banking Platform
TL;DR
Coconut Software gains an advantage by integrating with Jack Henry digital banking platform, expanding its reach and providing seamless banking experience.
Coconut Software leveraged the Banno Digital Toolkit to embed its technology into the digital experiences offered by community and regional financial institutions, resulting in seamless banking experience.
Coconut Software's integration with the Jack Henry digital banking platform makes it effortless for customers to connect with the right experts, resulting in higher conversion rates, more products sold, and improved customer satisfaction.
Coconut Software's enterprise appointment solutions make it effortless for customers to connect with the right experts in the moments when interest and motivation are highest, leading to better customer experiences.
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Coconut Software has announced the integration of its enterprise appointment solutions with Jack Henry's digital banking platform, a development set to transform how customers access financial advice through digital channels. This collaboration leverages the Banno Digital Toolkit™ to embed Coconut's scheduling technology directly into the digital experiences offered by community and regional financial institutions. The integration becomes part of Jack Henry's extensive ecosystem, which includes over 1,000 fintech partners serving approximately 7,500 financial institutions across North America.
The significance of this partnership lies in addressing where customers conduct most of their banking activities. Katherine Regnier, CEO of Coconut Software, emphasized this strategic approach, noting that customers perform 70% of their banking online and should not be sent on what she describes as a treasure hunt to access valuable advice from financial advisors. This integration allows customers to seamlessly schedule appointments with qualified representatives to discuss products and services through multiple channels including phone, video calls, or in-branch visits directly from their digital banking platform.
For financial institutions, the integration offers substantial operational benefits. Coconut Software's solutions provide staff with tools designed to deliver exceptional service efficiently, resulting in documented improvements in conversion rates, product sales, and business insights on pre-funding activities. More than 150 financial institutions currently use Coconut's technology to enhance their Net Promoter Score and Customer Satisfaction scores while increasing deposits and improving loan pull-through rates.
Jack Henry's endorsement through this integration carries considerable weight in the financial technology sector. As an S&P 500 company with 48 years of experience providing technology solutions to financial institutions, Jack Henry's platform integration validates Coconut Software's approach to digital appointment scheduling. The collaboration represents a significant advancement in bridging the gap between routine online banking activities and personalized financial advice, potentially setting new standards for customer service in the financial industry.
For account holders, the integration promises a more streamlined banking experience by eliminating friction in the customer journey. The ability to schedule appointments directly through their familiar digital banking platform may lead to increased engagement with financial services and better-informed financial decisions. As financial institutions continue navigating digital transformation challenges, solutions that enhance customer engagement while streamlining operations are positioned to play a crucial role in shaping banking's future landscape.
Curated from 24-7 Press Release
