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. This integration addresses a critical gap in digital banking by allowing customers to seamlessly schedule appointments with qualified representatives to discuss products and services via phone, video call, or in-branch visits without disrupting their digital banking experience.

For financial institutions, the benefits extend across multiple operational areas. Coconut Software's solutions are designed to equip staff with tools to deliver exceptional service efficiently, resulting in higher conversion rates, increased product sales, and valuable business insights on pre-funding activities. Over 150 financial institutions already use Coconut to enhance their Net Promoter Score and Customer Satisfaction scores, increase deposits, and improve loan pull-through rates. The integration becomes part of Jack Henry's expansive ecosystem, which includes over 1,000 fintech partners serving approximately 7,500 financial institutions.

Jack Henry's position as an S&P 500 company with a 48-year history in financial technology lends significant credibility to this integration. The company's endorsement of Coconut Software's technology through this partnership underscores the potential industry-wide impact on how financial institutions approach digital customer engagement. For account holders, the integration promises a more seamless banking experience by eliminating friction in the customer journey through direct appointment scheduling within their familiar digital banking environment.

This collaboration represents an important evolution in digital banking services by bridging the gap between online banking activities and personalized financial advice. As financial institutions navigate ongoing digital transformation challenges, solutions that enhance customer engagement while streamlining operations are positioned to play a crucial role in shaping future banking standards and customer service expectations across the financial sector.