The new solution enables financial institutions to serve more clients and reduce wait times without the added overhead of increasing staff.
Coconut Software today announced the launch of Meet on Demand. The new solution enables banks and credit unions to pool staff virtually across branches, and quickly connect clients with the right advisor through secure video.
With Meet on Demand, financial institutions can eliminate common barriers such as long wait times, limited staffing, and branch service hours. Instead of having customers walk out unserved, advisors can now be routed on demand to serve walk-ins from any location.
This results in fuller advisor schedules, broader client access to services, and improved customer NPS—all without the need for additional headcount.
The key, innovative capabilities of Coconut Software’s Meet on Demand include:
- Staff Pooling: Share advisors across multiple branches to maximize utilization and reach.
- Unified Queues: Manage walk-ins from every location in a single dashboard.
- Video Banking: Generate secure and user-friendly virtual meeting rooms with a single click.
“Meet on Demand redefines how enterprises deliver financial guidance,” says Katherine Regnier, CEO of Coconut Software. “By seamlessly connecting customers with bank experts, we’re helping institutions scale service delivery, meet evolving expectations, and unlock operational efficiencies—all within their existing infrastructure and current resourcing.”
By integrating seamlessly with existing branch workflows, Meet on Demand helps institutions strengthen customer relationships while improving operational efficiency at scale.