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ON-DEMAND WEBINAR

The Growth Equation: Demand, Expertise & Capacity

 

 

Meet your speakers

alyson calrke-modified

Alyson Clarke

Principal Analyst
@ Forrester Research

SD_HEADSHOT_CoconutSoftware_KatherineRegnier_20250723_0004_CROP3-modified

Katherine Regnier

CEO
@ Coconut Software

 

Financial institutions are under pressure to deepen relationships, earn trust, and grow revenue while making better use of the people and technology they already have.

But when customer demand, employee expertise, and branch capacity are disconnected, friction shows up in the moments that matter. Customers struggle to access the right advice. Employees lack the context and capacity to serve them effectively. And high-value opportunities are missed.

 

What you'll learn

Discover how financial institutions can deepen customer relationships, earn trust, and drive revenue growth. Stream this on-demand session with Coconut Software CEO Katherine Regnier and special guest, Principal Analyst Alyson Clarke from Forrester as they explore how to align customer demand, employee expertise, and branch capacity.

Making expertise easier to access.

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Why connecting customers with the right expertise is becoming a strategic differentiator for financial institutions.

Turning employee effectiveness into revenue growth.

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How the employee experience influences customer outcomes, trust, and relationship growth.

The cost of operational friction.

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Where disconnected processes, limited capacity, and inconsistent access create hidden costs and missed opportunities.

Aligning capacity with customer demand.

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How financial institutions can better connect branch capacity, scheduling, and employee expertise with the moments customers need support.