Coconut Software
banks and credit unions
Help banks and credit unions improve branch performance with AI-powered scheduling, lobby management, branch workforce management, analytics and advisor matching.
Is Coconut Software hiring?
Yes. As of October 10, 2026, Coconut Software has 1 open role on Metaintro. 1 was posted in the last 30 days.
Open roles
Newest first. Pay shown when the posting lists it.
Customers
All 3 companies Coconut Software names as customers.
Case studies2
Other customers1
- Logix FCU
What their customers say
Quotes from people at Coconut Software's customers.
““I have not witnessed any adoption barriers. I have been pleasantly surprised by the buy-in of my teammates.””
““Coconut has been a significant improvement, and I love the new process.””
““One of the positive takeaways has been the amount of operational insight Coconut can provide beyond basic appointment scheduling.””
““The main reason Logix selected Coconut was its ability to bring appointment scheduling, multi-line-of-business support, reporting, and member-facing customization into one platform built for financial institutions. Coconut aligned with our need for a more modern, flexible, and scalable experience that could support both current operations and future digital/member experience goals.””
““What we didn’t fully anticipate was how this data would also improve our ability to forecast peak traffic patterns, justify staffing changes with clear, objective evidence, and strengthen alignment between branch operations and executive decision-making. It ultimately shifted conversations from anecdotal feedback to data-driven strategy.””
Show 5 more quotesShow fewer
““One of the most notable outcomes was how we were able to build a branch staffing analysis model utilizing data we collected from Coconut. This later proved to be an invaluable source of insights for us and paid off in numerous ways.””
““While among a multitude of factors, consistent usage of our Coconut system has undoubtedly contributed to improved member experiences and higher satisfaction scores.””
““We were an early investor in the Coconut platform. There were other solutions on the market that we were considering at that time, but we saw Coconut’s vision and long-range potential,” says Chris Sundlof, Director of Retail Services at UFCU. “We wanted a provider that was willing to collaborate, learn, and grow with us, and Coconut understood that our needs were varied and nuanced. That willingness to work with us, rather than hand us a fixed solution, made all the difference.””
““What we didn’t fully anticipate was how this data would also improve our ability to forecast peak traffic patterns, justify staffing changes with clear, objective evidence, and strengthen alignment between branch operations and executive decision-making. It ultimately shifted conversations from anecdotal feedback to data-driven strategy, increasing confidence across leadership and enabling more precise, impactful operational improvements.””
““We wanted a provider that was willing to collaborate, learn, and grow with us — not just some fixed out-of-the-box solution. Coconut understood that our needs were varied and nuanced, and they were willing to work with us to deliver the solutions we needed.””
AI launches and partners
What Coconut Software has launched and who it works with on AI.
- LaunchAI optimizationCoconut uses AI to optimize matching, forecasting, and performance.
- LaunchAI-powered platformCoconut offers a connected, AI-powered platform that connects clients with the right expert and channel.
Skills they ask for
Most frequent across open postings.
Tech stack
- Libraries
- Bootstrap
- Font Awesome
- jQuery
- Frameworks
- React
- CMS
- WordPress
- HubSpot CMS
- Analytics
- Google Analytics 4
- Google Tag Manager
- Marketing
- HubSpot
- CDN
- jsDelivr
Company facts
- Industry
- banks and credit unions
- Sector (NAICS)
- Information
- Website
- coconutsoftware.com
- Careers
- coconutsoftware.com/careers
Questions about Coconut Software
- Is Coconut Software hiring?
- Yes. As of October 10, 2026, Coconut Software has 1 open role on Metaintro. 1 was posted in the last 30 days. The most are in Product/Project Management (1).
- Who are Coconut Software's customers?
- Coconut Software names 3 customers, including Logix Federal Credit Union, UFCU, and Logix FCU.