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 that streamlines customer access to expert financial advice across thousands of financial institutions and millions of account holders in North America. The integration leverages the Banno Digital Toolkit™ to embed Coconut's technology directly into digital banking experiences offered by community and regional financial institutions. This collaboration occurs within Jack Henry's extensive ecosystem, which includes over 1,000 fintech partners serving approximately 7,500 financial institutions.

The significance of this integration centers on meeting 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 and should not be sent on what she described as a treasure hunt to access valuable advice from financial advisors. This integration directly addresses a critical gap in digital banking by enabling customers to seamlessly schedule appointments with qualified representatives to discuss products and services through phone, video calls, or in-branch visits.

For financial institutions, the integration offers multiple benefits through Coconut Software's solutions designed to equip staff with tools for delivering exceptional service efficiently. This approach has demonstrated results in higher conversion rates, increased product sales, and valuable business insights on pre-funding activities. Over 150 financial institutions currently use Coconut to enhance their Net Promoter Score and Customer Satisfaction scores while increasing deposits and improving loan pull-through rates.

The partnership carries substantial industry weight given Jack Henry's position as an S&P 500 company with 48 years of experience providing technology solutions to financial institutions. Jack Henry's endorsement through this integration signals strong confidence in Coconut Software's technology and its potential impact on the financial services sector. For account holders, the integration promises a more seamless banking experience by eliminating friction in the customer journey through direct appointment scheduling within their digital banking platform.

This collaboration represents a significant advancement in digital banking evolution by bridging the gap between online banking activities and personalized financial advice. As financial institutions navigate digital transformation challenges, solutions that enhance customer engagement while streamlining operations are positioned to play crucial roles in shaping banking's future. The integration sets new standards for customer service in the financial sector by making expert advice more accessible within digital environments where customers already conduct most of their banking activities.