Coconut Software vs Financial Advice and Client Engagement Software

Starting Price

Not provided by vendor Not provided by vendor

Best For

Coconut Software is appointment scheduling built for enterprise financial services organizations including credit unions and retail banks. Clients include Jackson Hewitt, H&R Block and TCU Financial.

Wealth management firms or departments

Rating


4.6 / 5
(7)
Read All Reviews
(0)

Ideal number of Users

10 - 1000+

1 - 1000+

Ease of Use


4.7 / 5

Customer Support


5 / 5

Features & Functionality


4 / 5

Value for Money


4.7 / 5

Product Features

  • close Analytics
  • check Branch Optimization
  • close Channel Management
  • close Compliance Management
  • check Customer Engagement
  • close Performance Management
  • close Risk Management
  • check Analytics
  • close Branch Optimization
  • close Channel Management
  • check Compliance Management
  • check Customer Engagement
  • check Performance Management
  • check Risk Management

Screenshots

View 1 screenshot 23982 thumb
View 3 screenshots 96482 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Coconut Software vs Financial Advice and Client Engagement Software

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