October is upon us! Catch up with the Coconut Crew in Indianapolis! We’ll be at the Jack Henry Connect Conference Oct 16-19, make sure to stop by booth #433 and say hi.

Love Coconut? Leave a review! Feedback from valued customers like you helps your like-minded peers make confident decisions.

Now, onto this month's updates. Find out more about what's coming when October release is live in production at the end of the month.

Advanced Analytics users can also now leverage a new dashboard! The Services Deep-Dive drills into various service-related parameters - enabling you to quickly review trends across your organization’s engagements from multiple lenses.

This feature is automatically enabled for Advanced Analytics customers.

Advanced Analytics users can now review engagement-related trends in one place with a Services Deep Dive dashboard

Coconut is bringing you increased peace of mind when engaging with your customers/members through Connect by adding enhanced authentication requirements for staff. Now, if a staff member is not logged into Coconut, or if their session has expired, they will be prompted to sign in before joining a Connect meeting.

This functionality is automatically enabled for all Connect customers.

Please refer to our Connect materials in the Help Center when release is live later this month.

We're excited to announce our newest integration with Q2 Digital Banking! This integration allows customers to book time with an advisor directly within their online banking account or mobile banking app, enabling financial institutions to unlock more lending opportunities through a streamlined digital experience. Details available here.

For a live demo, reach out to your Account Manager.

With our Q2 integration, customers or members can book an appointment directly from within Q2

Have customers/members who want to join the queue once, but meet for multiple reasons? Now, staff can include multiple services when adding a customer/member to the queue - helping you provide exceptional customer service while also accurately reflecting the many services your staff is completing on behalf of the customer/member.

This optional enhancement is available to Lobby (Queue Management) customers.

Please refer to our Lobby materials in the Help Center when release is live later this month.

A staff member can now select multiple services when scheduling a walk-in engagement on behalf of a customer or member

Now, the color of in-app UI elements, such as the +New button and various icons, reflect your organization’s theme colors, as determined by your branding settings. This provides your employees with an experience that reflects the theme and tone of your organization’s mission, connecting them in subtle ways to your vision.

This enhancement is automatically enabled for all customers.

With Workflows, staff can deliver an exceptional customer/member experience by connecting appointments related to a specific customer/member in a centralized place, where they can quickly and effortlessly review info related to that customer/member in advance of each appointment.

Now, in addition to being available from Clients and Dashboard, staff can view and manage Workflows from Schedule. This includes creating a new Workflow to associate with a new or existing appointment, linking a new or existing appointment to an existing Workflow, and viewing Workflow details from within the selected appointment.

This functionality is available to all customers with Workflows enabled. For more information on Workflows, please connect with your Customer Success contact.

Please refer to our Workflows materials in the Help Center when release is live later this month.

Workflows are now available from Schedule in Coconut

A refreshed Staff experience is now default in-app. This new experience offers a more effortless experience when creating and modifying staff details and assignments.

This enhancement is automatically enabled for all customers.

Coconut managers and admins can now enjoy the refreshed staff experience by default in-app