Coconut Software Integrates Appointment Solutions with Jack Henry's 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 leverages the Banno Digital Toolkit™ to embed Coconut's scheduling technology directly into the digital experiences offered by community and regional financial institutions, creating a more streamlined pathway for customers to connect with financial experts.

The integration addresses a fundamental gap in digital banking services where customers perform the majority of their banking activities online but often struggle to access personalized advice. Katherine Regnier, CEO of Coconut Software, highlighted this challenge, noting that customers perform 70% of their banking online and emphasizing the importance of meeting customers where they are rather than requiring them to navigate complex processes to access valuable advisory services. This approach eliminates the friction that often prevents customers from seeking expert guidance on financial products and services.

For financial institutions, the benefits extend across multiple operational areas. Coconut Software's solutions provide staff with enhanced tools to deliver exceptional service efficiently, resulting in measurable improvements in key performance indicators. Institutions using Coconut's technology have reported 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 partnership gains additional significance through Jack Henry's established position in the financial technology landscape. As an S&P 500 company with nearly five decades of experience serving financial institutions, Jack Henry's integration of Coconut Software's technology into its expansive ecosystem represents a substantial endorsement of the appointment scheduling solution's value proposition. Jack Henry's platform serves approximately 7,500 financial institutions and includes over 1,000 fintech partners, providing extensive reach for this integrated solution across North American markets.

Account holders stand to benefit from a more cohesive banking experience that bridges digital convenience with personalized service. The ability to schedule appointments directly through their digital banking platform for phone consultations, video calls, or in-branch visits creates a seamless customer journey that could lead to increased engagement with financial services and better-informed decision-making. This integration represents an important evolution in digital banking services, setting new standards for how financial institutions can maintain personal connections with customers while embracing digital transformation.