Skip to content
TrustList
CS
IT Product Company

Coconut Software

Appointment scheduling and branch management software for banks and credit unions

Write a review
Visit WebsiteGet a quoteWrite a Review
Own this listing? Claim it

About Coconut Software

Coconut Software builds scheduling software that began as a real-time appointment tool and now supports whole bank branches. It has operated since 2011 and its website is aimed at banks and credit unions.

What Coconut Software offers

  • Appointment scheduling — booking flows with calendar sync and reminders.
  • Lobby management — queues for walk-in visitors to reduce waiting.
  • Workforce management — forecasts demand from appointments and walk-ins, then builds staff schedules.
  • Branch insights — analytics on meetings and branch performance.
  • Video banking — secure video within the appointment and lobby flow.
  • Intelligent matching — pairs clients with an advisor by expertise, language and relationship value.

Who it works with

Banks and credit unions. Stored copy also names large organisations such as Jackson Hewitt, London Drugs, Rogers and TELUS.

Key facts

  • Founded: 2011
  • Focus: security and compliance for enterprise customers

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

What the business tells TrustList

Founded
2011 (15 years) evidence sent

Request a demo or quote from Coconut Software

Protected by reCAPTCHA — Google Privacy Policy and Terms apply.

By sending, you agree we may share your request and contact details with the provider once you confirm your email.

Reviews

Write the first review of Coconut Software

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about Coconut Software.

Coconut Software alternatives

Similar listings buyers compare against this one.

Compare side by side
Z

ZEROSPAM

Cloud email security service that filters spam, phishing and malware for mid-market and enterprise organisations

Thentia Corporation logo

Thentia Corporation

Configurable low-code cloud platform for regulators to run licensing, complaints and compliance work

B

BrokerBay

Cloud brokerage software for North American real estate firms covering showings, offers, lockboxes and franchise management

VI

Visier Inc.

Cloud workforce analytics and planning software for HR teams and business leaders

Aitoc Software logo

Aitoc Software

Magento extension developer and eCommerce development firm serving startups and larger companies worldwide

Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.