Twilio and Coconut Software: A strategic partnership to help meet your credit union’s needs

Twilio and Coconut Software: A strategic partnership to help meet your credit union’s needs

Coconut Software was founded in 2007 by Katherine Regnier. Coconut brings a deep and focused expertise in the financial services space across channels to help improve the member and client experience with financial institutions. Coconut’s appointment scheduling, queue management, and video banking platform combines on-location and digital channels, providing self-service booking and curbside pickup, online and physical queuing, wait time tracking, callback requests, virtual meeting support, and contact center integration.

Coconut Software and Twilio have been collaborating for years to provide this connectivity while ensuring financial institution clients get timely reminders about their upcoming appointments. This functionality has significantly decreased the no-show rate for these appointments. Recently, Coconut expanded their capabilities to include Twilio's Video product, which helps Coconut's financial institution customers provide exceptional remote engagement experiences to their customers and members. Coconut Software chose Twilio’s video offering due to its security, reliability, and scalability to help ensure financial institutions could depend on Coconut for their virtual meetings today and in the future.

Along with the reliable and secure video solution that Coconut has built with Twilio, clients of Coconut are now able to use their video and audio conferencing solutions – which have also been built on Twilio! Coconut’s solution is browser-based, which helps to reduce technical requirements and compliance required in the financial services industry is achieved via the recording feature. Pairing all of this with screen sharing, audio dial in, and mobile support allows any member or client to engage with their financial institution on the channel that’s the best for them.

Founded in 2008, Twilio offers programmable communications tools and has also become a leading Customer Engagement Platform, according to Omdia’s 2022 Customer Engagement Platform Report. Twilio provides APIs to send and receive text messages, connect members and customers remotely over a reliable and secure video service, and perform other communication functions. Pairing Twilio’s platform with Coconut’s industry expertise, financial institutions can find the right partner and vendor to provide a reliable and scalable customer or member experience platform built to their needs. Coconut also specializes in configurable, industry-specific integrations that provide their clients with excellent solutions with an exceptional speed to market.

Helping financial institutions better engage their customers and members

We at Twilio are very excited to announce this growing strategic partnership with Coconut Software, given their trusted experience and our world-class communications platform. This partnership provides Coconut’s financial institutions with the ability to better engage their members and customers on the channels they prefer in the ways that they like best.

If you’re interested in learning more about this partnership or leveraging Twilio and Coconut Software, please email Eric Kys (ekys [at] twilio.com) and Mihnea Galeteanu (mihnea.galeteanu [at] coconutsoftware.com) as they’ll be happy to assist and answer any questions you may have.

Eric Kys is a former co-founder at Hoppier.com and now an Account Executive at Twilio Canada. He acts as a trusted advisor for customers in Canada in everything related to Twilio technology and products. Eric can be contacted at ekys [at] twilio.com.

Katherine Regnier founded Coconut Software in 2007 with the goal of making it easier for members and customers to engage and interact with their financial institution. Fun facts: she is a founding board member of Co.Labs – Saskatchewan’s first tech incubator, currently sits on the University of Washington – Foster School of Business Advisory Board, and is the President of her kids’ Ukrainian Dance Club. If you know Katherine, she has a heart for giving back and community building.