Coconut Software Integrates Appointment Solutions with Jack Henry Digital Banking Platform

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 aims to streamline customer access to expert financial guidance, potentially impacting thousands of financial institutions and millions of account holders across North America. The integration leverages the Banno Digital Toolkit™ to embed Coconut Software's technology directly into the digital experiences offered by community and regional financial institutions.

The significance of this integration lies in its ability to meet customers where they 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 described as a treasure hunt to access valuable advice from financial advisors. This integration directly addresses a critical gap in digital banking by allowing customers to seamlessly schedule appointments with qualified representatives to discuss products and services through phone, video call, or in-branch visits.

For financial institutions, the benefits extend across multiple operational areas. Coconut Software's solutions are designed to equip staff with tools necessary to deliver exceptional service efficiently, which has demonstrated results in higher conversion rates, increased product sales, and valuable business insights on pre-funding activities. Over 150 financial institutions currently trust Coconut to enhance their Net Promoter Score and Customer Satisfaction scores while increasing deposits and improving loan pull-through rates. The integration becomes particularly significant given Jack Henry's position as an S&P 500 company with 48 years of experience providing technology solutions to financial institutions through its ecosystem of over 1,000 fintech partners serving approximately 7,500 financial institutions.

Account holders stand to benefit from a more seamless and user-friendly banking experience through this integration. The ability to schedule appointments directly through their digital banking platform eliminates friction in the customer journey, potentially leading to increased engagement with financial services and better-informed financial decisions. This represents an important evolution in digital banking services by bridging the gap between routine online banking activities and personalized financial advice. 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.