#United States #Tampa #Coconut Software #member experience #Suncoast Credit Union

Suncoast Credit Union Partners with Coconut Software

A Game-Changing Collaboration

In a strategic move to enhance member service and simplify appointment scheduling, Coconut Software has entered into a partnership with Suncoast Credit Union, the largest credit union in Florida. This alliance aims to utilize a unified appointment scheduling system that integrates seamlessly across all branches and service lines of the credit union. The objective is clear: to provide Suncoast's member-facing staff with the tools they need to minimize complications, streamline the appointment booking process, and significantly reduce wait times, all while improving both in-branch and digital experiences.

Kristen Pepper, Vice President of Service Center Operations at Suncoast Credit Union, emphasized the potential of this partnership, stating, "This new partnership will help us connect our members in a more efficient way, making every interaction more productive and personal." With Coconut Software’s solutions, advisors and branch teams can operate more efficiently by focusing on high-value interactions with members, ultimately supporting Suncoast’s vision of a member-first service model.

Key Features of the Partnership

The collaboration between Suncoast Credit Union and Coconut Software brings forth several key features:
1. Uniform System Deployment: Coconut Software will be implemented organization-wide, covering all branch locations and service channels. This move ensures a hassle-free scheduling experience for members.
2. Optimized Lobby Management: The system offers real-time wait time visibility, enhances check-in processes, and improves staff efficiency. This optimization is vital in creating a smoother branch visit for members.
3. Focus on High-Value Appointments: The partnership includes strategies for optimizing account assistance and identifying cross-sell and upsell opportunities, thereby enhancing overall branch efficiency.
4. Advanced Analytics and Reporting: Branch leaders will be equipped with analytics tools that offer insights into appointment demand, peak traffic times, staffing needs, and service performance metrics.

At the heart of Coconut Software’s mission is a focus on allowing individuals to concentrate on impactful interactions. Katherine Regnier, CEO of Coconut Software, shared her enthusiasm regarding the partnership: "We’re all about helping people spend their time on what really matters... We're beyond proud to support Suncoast in its mission of delivering exceptional service efficiently and consistently."

Modernizing Member Engagement

Through this collaboration, Suncoast Credit Union is presented with a significant opportunity to modernize its operations while adhering to a member-first philosophy. By reducing friction in appointment scheduling and optimizing staff resources, the credit union is setting a benchmark for member engagement in the financial sector. This approach not only enhances operational efficiency but also allows for more meaningful member interactions, thus redefining what it means to be a credit union of the future.

About Suncoast Credit Union

Established in 1934 as the Hillsborough County Teachers Credit Union, Suncoast Credit Union has grown to become the largest credit union in Florida and ranks eighth in membership and tenth in assets across the United States. With 80 full-service branches and serving over 1.3 million members, Suncoast is dedicated to community support and has raised more than $55 million through its foundation for various educational and health-focused initiatives.

About Coconut Software

Coconut Software specializes in delivering Intelligent Branch Solutions that bridge the gap between complex branch operations and high-value customer engagement. Their comprehensive offerings, which include appointment scheduling, in-branch queuing, and video banking, are designed to empower financial institutions to tackle the pressing challenges they face, improve operational efficiency, and enhance overall customer satisfaction.

To learn more about Coconut Software and how they help in digitally transforming financial institutions, visit coconutsoftware.com.

In summary, the partnership between Suncoast Credit Union and Coconut Software stands as a promising advancement in the financial services industry, showcasing the potential for enhanced member engagement through modernized operational practices.