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 poised 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. The integration becomes part of Jack Henry's extensive ecosystem, which includes over 1,000 fintech partners serving approximately 7,500 financial institutions across North America.

The significance of this partnership lies in addressing the fundamental shift in consumer banking behavior. Katherine Regnier, CEO of Coconut Software, highlighted this critical aspect, noting that customers now perform 70% of their banking online. This integration ensures financial institutions meet customers where they are most active rather than requiring them to navigate multiple channels to access valuable advisory services. The solution allows customers to seamlessly schedule appointments with qualified representatives to discuss products and services through their preferred method, whether phone, video call, or in-branch visits.

For financial institutions, the integration offers substantial operational benefits. Coconut Software's solutions provide staff with enhanced tools to deliver exceptional service efficiently, resulting in documented improvements in conversion rates and product sales. The platform also generates valuable business insights on pre-funding activities, helping institutions optimize their advisory services. Over 150 financial institutions currently use Coconut's technology to enhance their Net Promoter Score and Customer Satisfaction scores while increasing deposits and improving loan pull-through rates.

Jack Henry's endorsement through this integration carries significant weight in the financial technology sector. As an S&P 500 company with 48 years of experience providing technology solutions to financial institutions, Jack Henry's partnership validates Coconut Software's approach to digital appointment scheduling. The collaboration represents a strategic alignment between established financial technology infrastructure and innovative customer engagement solutions.

For account holders, the integration promises a more streamlined banking experience by eliminating friction in the customer journey. The ability to schedule appointments directly through their digital banking platform removes barriers to accessing expert financial advice, potentially leading to increased engagement with financial services and better-informed decision-making. This development comes at a crucial time as financial institutions accelerate their digital transformation initiatives, with solutions that enhance customer engagement while maintaining operational efficiency becoming increasingly vital to competitive positioning.