Make every Wells Fargo branch interaction a better next step.
Connect appointments, walk-ins, banker capacity, and digital journeys so customers can reach the right person, channel, and time—without adding another disconnected experience.
Coconut helps financial institutions orchestrate the moments before, during, and after a customer meeting across branch, digital, and remote channels.
Trusted by leading financial institutions.
Wells Fargo is connecting more customer journeys across physical and digital channels. The next opportunity is making every high-intent interaction easier to capture, route, serve, and learn from.
Bring walk-ins into the same operating picture as appointments.
A customer who arrives without an appointment still represents intent. Give branch teams a clearer way to welcome, queue, redirect, schedule, or connect that customer to a qualified banker—while creating a more complete view of demand.
Move from wait-time uncertainty to informed service decisions.
Connect lobby activity, appointments, staff availability, service duration, and branch rules to set better expectations and make better decisions in the moment.
Match each customer to the right banker.
Use service need, language, skills, relationship ownership, availability, and customer preference to shape the best next step—not simply the next available banker.
Turn branch demand into workforce insight.
Combine scheduled meetings, walk-ins, remote demand, banker availability, skills, shifts, and non-customer-facing work to understand where capacity exists and where the operating model needs to adapt.
One connected journey, from first click to first meeting.
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Connect demand across every channel.
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Put the right banker in the right conversation.
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Make lobby and appointments work together.
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Connect to the systems your teams already use.
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Configure for complexity without creating another house of cards.
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See branch performance as a connected system.
Let’s connect branch demand at Wells Fargo to better outcomes.
- Missed appointments
- Longer waits
- Missed revenue opportunities
The next generation of branch performance will not be defined by appointments alone. It will come from connecting digital intent, walk-ins, banker capacity, workforce planning, and the customer experience around one operating picture.
Coconut can help explore a practical path forward—whether the starting point is lobby orchestration, meeting management, workforce planning, or the connections between them.
- Connect digital and physical journeys
- Reduce lobby friction
- Create warmer paths to all lines of business
Resources for connecting branch experience, capacity, and growth
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Build a stronger business case for branch performance.
Explore the questions that matter when evaluating appointment, lobby, workforce, and analytics investments: demand capture, wait-time visibility, staff utilization, customer experience, integration effort, and ongoing operating cost.
Review the branch-performance business case - Study
Build better branch experiences. Create more valuable conversations.
See how financial institutions connect appointments, walk-ins, remote meetings, banker matching, and workforce insight to create a more consistent customer and employee experience.
Explore the connected branch approach - 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