Coconut Software has announced a partnership with Glia to enhance the efficiency and effectiveness of customer interactions across various channels within the financial sector.
The partnership seeks to integrate Coconut’s advanced scheduling technology into Glia’s Unified Interaction Management platform.
The goal is to streamline customer and member engagement for financial institutions, allowing individuals to receive timely support through their preferred channel while maintaining the context of their interactions.
Coconut Software, based in Canada, specialises in providing tools that improve customer experience for financial institutions.
Its platform offers enterprise-ready solutions such as appointment scheduling, lobby management, and video banking, designed to enhance client satisfaction and advisor productivity.
Glia, on the other hand, is renowned for its innovative customer interaction solutions, which allow users to switch seamlessly between communication channels while preserving conversation history and context.
The move will strengthen Glia’s ability to provide a holistic digital experience for banks and credit unions.
Clients will be able to schedule appointments easily and access personalised services, resulting in increased operational efficiencies, improved customer satisfaction, and ultimately, growth in deposits and loans for the institutions involved.
Additional benefits of this partnership include the integration of Coconut Software’s video banking and lobby management tools, which will further enhance customer engagement across various touchpoints
. The collaboration reflects the growing demand within financial services for streamlined, digital-first customer interactions that reduce friction and improve outcomes.
Katherine Regnier, CEO of Coconut Software, commented, “It should always be easy for customers to interact with their financial services providers and receive meaningful advice through whatever channel they prefer. More importantly, we should not lose the customer context along the way. No one wants to repeat themselves.”
Glia’s CEO and Co-Founder, Dan Michaeli, shared similar sentiments, stating, “At Glia, we are proud of our proven track record of powering seamless, unified interactions that end channel switching and context gaps, allowing financial institutions to overcome the limitations of legacy contact center technology. Our partnership with Coconut Software and incorporation of their modern technology is another strong example of how we are empowering banks and credit unions to reimagine their customer and member interactions for a digital-first world.”
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