Coconut Software and Glia Partner to Further Unify Interactions
By Dominic Sow · 10 October 2024
Coconut Software, a leading provider of appointment scheduling, in-branch queuing, and video banking software for the financial services industry, today announced a strategic partnership with Glia, the leader in customer interaction technology. This partnership seamlessly integrates Coconut Software’s advanced scheduling platform into Glia’s Unified Interaction Management platform, ensuring that members and customers can quickly and efficiently receive the support they need through their preferred channel.
“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,” said Katherine Regnier, CEO of Coconut Software. “This partnership and purposeful integration with Glia’s platform represents a significant advancement in our collaborative efforts to simplify experiences for banks and credit unions.”
Integrating Coconut Software’s intuitive platform within Glia allows members and customers to easily and conveniently schedule an appointment for a specific time or with a specific person. Glia’s technology allows users to seamlessly switch channels while providing relevant context and conversation history. Coconut’s platform encompasses a variety of experience-enhancing tools, including enterprise-ready appointment scheduling, video banking and lobby management. The resulting increase in advisor productivity and client satisfaction has been proven to drive loan and deposit growth as well as increased efficiencies across departments.
“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,” said Dan Michaeli, CEO and Co-Founder of Glia. “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.”
About the companies
Coconut Software
Website · 1 story on FF News since 2024
Glia
Website · 38 stories and 1 video interview on FF News since 2017
Previously on FF News:
- Glia Surpasses $100M ARR as Financial Institutions Pivot to Specialized Banking AI 10 November 2026
- Gen Z Loyalty at Risk: 58% Consider Switching Banks as Glia Reveals AI's Role in Community Banking 14 October 2026
- Glia Unveils Precision AI Response Modes to Secure Agentic Banking Experiences 21 July 2026
Companies in this story: Coconut Software, Glia
People in this story: Katherine Regnier, Daniel Michaeli