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IT Product Company

Coconut Software

Appointment scheduling and branch management software for banks and credit unions

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  • IT Services
  • Canada
  • Software Development
  • eCommerce
  • +1 more
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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

  • IT Services
  • Canada
  • Software Development
  • eCommerce
  • IT Solution

What the business tells TrustList

Founded
2011 (15 years) evidence sent

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