WEBINAR

Connecting Branch Workforce Management to Client Demand

Discover how unified scheduling and real-time demand data improve branch performance. Register now to learn how Coconut bWFM helps banks and credit unions plan smarter, staff better, and serve more effectively.

Wednesday, September 23, 2026
2PM ET | 11AM PT

Key takeaways

Workforce management is only as effective as the demand data behind it.

Standalone systems plan staffing without the full branch picture. By connecting appointment, lobby, and outcome data, banks can manage the branch as it really is: a place where advice, service, and growth happen.

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Branch performance starts with connected demand and staffing

Appointments, walk-ins, and customer engagements provide the demand signals banks need to plan more effectively. bWFM connects those signals to workforce capacity, skills, and coverage.

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Workforce management should plan for opportunity, not just efficiency

Traditional WFM focuses on headcount and schedules. Coconut bWFM helps teams determine who should be available, when they are needed, and which customer conversations they are best equipped to support.

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Managing branch schedules should take minutes, not hours

Managing WFM often means switching between disconnected tools, validating data manually, and struggling to make changes. Coconut bWFM connects systems and branches, making it easier for managers to create, update, and manage schedules.

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Your presenters

Dave Bullock, Chief Product and Engineering Officer at Coconut

Robert Bitten, Senior Product Manager at Coconut