Search by Tag: Coconut Software
3 total news stories found.
Coconut Software and LPL Financial Announce Strategic Relationship, Offering Advisors a Streamlined, Efficient Meeting Scheduling Solution
2024-08-08 | With client experience and engagement top of mind, LPL advisors can now streamline client meeting scheduling with Coconut Software.
Coconut Software Collaborates with Jack Henry to Streamline Customer Access to Expert Advice
2024-07-16 | Community and regional financial institutions can now offer account holders seamless experiences while unlocking more lending opportunities and reducing overhead costs
Coconut Software Welcomes Brady Murphy as Chief Revenue Officer
2024-04-05 | Accomplished SaaS technology executive to lead global sales and revenue organization