Coconut Software

Coconut Software builds a unified platform for financial institutions that combines appointment scheduling, lobby management and video banking. The system connects customers with the appropriate member of staff across channels, bridging branch banking with digital engagement. Its technical work spans appointment scheduling software, lobby management systems, video banking technology and omnichannel banking experience design.

The company's product, the Coconut Unified Platform, integrates intelligent appointment scheduling, lobby management and video banking capabilities within a single offering. It is used by more than 200 financial institutions, among them Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal and M&T Bank. The company's customers are drawn from banking, credit unions and the wider financial services sector.

Founded in 2007 as a Saskatchewan startup, Coconut Software operates in Canada and the United States and is led by CEO Katherine Regnier. It has appeared on the Deloitte Technology Fast 50 and on the Globe and Mail's Top Growing Companies. The company states its vision as a world where time is well spent for financial institutions and their customers, with an emphasis on human connection in digital experiences.