Uncover strategies for optimizing your use of Coconut in our Helpful Hints section.
Leveraging Lobby with the Universal Banker Model
SSL Certificates: Best Practices
UTMs and Coconut
Provide opportunities to engage with clients/members and prospects through invite-only group events
Drive improved outcomes by creating custom questions
Minimize disruption & increase digital engagements with a location archiving plan
Provide pick-up options using curbside services
Disable the ability to select specific staff members via GTM
Promote Digital Meeting Methods via GTM
Promote Virtual Locations via GTM