Coconut Software, a leading provider of appointment scheduling, in-branch queuing, and video banking software for the financial services industry, announced a strategic partnership with Glia, the leader in customer interaction technology. This partnership seamlessly integrates Coconut Software’s advanced scheduling platform into Glia’s Unified Interaction Management platform, ensuring that members and customers can quickly and efficiently receive the support they need through their preferred channel.
“It should always be easy for customers to interact with their financial services providers and receive meaningful advice through whatever channel they prefer. More importantly, we should not lose the customer context along the way. No one wants to repeat themselves,” said Katherine Regnier, CEO of Coconut Software. “This strategic partnership and purposeful integration with Glia’s platform represents a significant advancement in our collaborative efforts to simplify experiences for banks and credit unions.”
Integrating Coconut Software’s intuitive platform within Glia allows members and customers to easily and conveniently schedule an appointment for a specific time or with a specific person. Glia’s technology allows users to seamlessly switch channels while providing relevant context and conversation history. Coconut’s platform encompasses a variety of experience-enhancing tools, including enterprise-ready appointment scheduling, video banking and lobby management. The resulting increase in advisor productivity and client satisfaction has been proven to drive loan and deposit growth as well as increased efficiencies across departments.
“At Glia, we are proud of our proven track record of powering seamless, unified interactions that end channel switching and context gaps, allowing financial institutions to overcome the limitations of legacy contact center technology,” said Dan Michaeli, CEO and Co-Founder of Glia. “Our partnership with Coconut Software and incorporation of their modern technology is another strong example of how we are empowering banks and credit unions to reimagine their customer and member interactions for a digital-first world.”
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