Coconut Software announces a strategic partnership with Suncoast Credit Union, Florida’s largest credit union, to implement a unified appointment scheduling and branch lobby management platform integrated across all lines of business.
This initiative gives Suncoast’s member-facing teams the tools to minimize complexity, streamline appointment booking, reduce wait times, and enhance both in‑branch and digital experiences, giving staff increased ability to focus on meaningful conversations that help members reach their goals.
“This new partnership will help us connect our members in a more efficient way, making every interaction more productive and more personal,” says Kristen Pepper, Vice President, Service Center Operations at Suncoast Credit Union. “Coconut Software supports our vision of member‑first service while also helping our advisors and branch teams operate more efficiently, and with real-time reporting.”
Key highlights of this partnership include:
- Organization-wide deployment of Coconut Software across all branch locations and service channels for a seamless scheduling experience.
- Optimized lobby management with real-time wait time visibility, streamlined check-ins, and enhanced staff efficiency.
- A renewed focus on high-value appointments, including optimized account assistance, cross-sell/upsell opportunities, and branch efficiency improvements.
- Robust analytics and reporting, giving branch leaders visibility into appointment demand, peak times, branch traffic, staffing gaps and needs, and service performance.
“At Coconut, we’re all about helping people spend their time on what really matters. Whether it’s an advisor connecting with a member, or a customer getting the help they need faster, that focus on meaningful moments is what drives better experiences, happier teams, and stronger results,” says Katherine Regnier, CEO of Coconut Software. “It’s so rewarding to see that lightbulb moment when teams realize Coconut goes far beyond scheduling: It’s a complete, connected suite that makes branch operations smarter and more human. We’re beyond proud to support Suncoast in its mission of delivering exceptional service to its many members, efficiently and consistently—and to now be supporting five of the top ten credit unions across the country with our solutions.“
The partnership offers an opportunity to modernize operations while staying true to a member-first mission. By reducing friction in scheduling, optimizing staff resources, and creating space for meaningful member interactions, Suncoast is setting a new standard for member engagement, and what it means to be a credit union of the future.