# Coconut Software

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/coconut-software
- **Dataset:** https://optimly.ai/brand/coconut-software.json
- **Markdown:** https://optimly.ai/brand/coconut-software/llms.txt
- **Official website:** https://coconutsoftware.com
- **Slug:** coconut-software
- **Categories:** customer-support-cx-software, sales-crm, vertical-industry-software

## Overview

- **Tagline:** The only engagement platform specifically built for the security, compliance, and integration requirements of the banking and credit union industries.
Source: Brand's website (https://coconutsoftware.com) · 2026-10-04

- **Description:** Coconut Software is an enterprise customer engagement platform designed specifically for banks and credit unions. It provides a suite of tools including appointment scheduling, lobby management, and visitor analytics to streamline the customer journey between digital and physical channels.
Source: Brand's website (https://coconutsoftware.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Appointment Scheduling
  - Lobby Management
  - Visitor Analytics
  - Video Banking.
Source: Brand's website (https://coconutsoftware.com) · 2026-10-04

- **Pricing:** Enterprise/Custom
Source: Brand's website (https://coconutsoftware.com) · 2026-10-04

## Audience

- **Target industry:** Retail Banks, Credit Unions, Wealth Management Firms.
Source: Brand's website (https://coconutsoftware.com) · 2026-10-04

## Landscape

- **Competitors:**
  - Engageware (formerly TimeTrade)
  - JRNI
  - Calendly
  - Better (formerly Better-Shared)
Source: Brand's website (https://coconutsoftware.com) · 2026-10-04

Page last updated 2026-10-17.