Get more value from the appointment experience ATB Financial has already built.
Your team has invested in an in-house approach to support customers.
As demand, lines of business, and channels grow, maintaining that experience can require ongoing effort—just to keep the next conversation moving.
Coconut helps reduce the maintenance burden, connect customer journeys, and scale a more consistent experience across channels.
Trusted by leading financial institutions.
An in-house solution can work well for a focused use case. Scaling it across the enterprise is where the operating lift can grow. The next opportunity is helping ATB Financial spend less time maintaining appointment infrastructure and more time improving the customer experience.
Reduce the maintenance burden.
As services, locations, roles, rules, and channels expand, an in-house solution can require ongoing development and support.
Simplify the operational work needed to keep the experience current.Make expertise easier to scale.
Appointment and routing experiences often depend on specialized product, technology, and operational knowledge.
Give teams a more scalable foundation without requiring every new use case to start from scratch.Shorten the path from idea to value.
New lines of business, customer journeys, and service requirements should not wait on a long development cycle.
Create a more practical path from business need to customer-facing experience.Scale consistently across lines of business.
Retail, commercial, wealth specialist teams may have different needs and rules.
Support a consistent experience while preserving the flexibility each team requires.
One connected journey, from first click to first meeting.
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Extend the experience without rebuilding every capability.
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Scale across services, teams, and locations.
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Reduce the operational lift.
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Improve time to value.
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Connect customer demand with team capacity.
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Create a practical path forward.
You do not need to start over to create a more scalable appointment experience for ATB Financial.
- Ongoing maintenance
- Slower time to value
- Uneven experience across teams
The in-house solution may have helped you get here. The next question is where maintaining, extending, and scaling that experience is creating more work than value.
Coconut can help explore a practical path to complement what already works, reduce operational lift, and create a more consistent customer experience across channels and lines of business.
- Reduce the maintenance burden
- Launch new journeys faster
- Scale one experience across lines of business
Resources to help scale customer experiences with less operational lift
- E-book
Build the case for buy, build, or a blended approach.
Explore the trade-offs between building appointment capabilities internally and using a purpose-built solution—including maintenance effort, expertise, time to value, and the ability to scale across lines of business.
Explore Build vs. Buy - Report
Build better branch experiences.
Learn how financial institutions are responding to changing customer expectations with smarter scheduling, connected branch experiences, and technology that can scale with the operating model.
Read the Future Branches Report - Study
A 389% ROI when branch visits become revenue conversations.
Forrester Consulting studied banks and credit unions using Coconut Software. The composite organization saw $8.8M in net present value and payback in under six months.
Explore the study