Our Vision
To create a world where time is well spent.
Human connection,
made effortless.
Our Mission
Coconut’s mission is to help organizations gain real-time visibility into their bankers’ workday while efficiently routing customer demand—both virtually and in-person.
Our Commitment
We are committed to delivering a five-star experience along with secure, intuitive, and reliable software in order to maximize resourcing of your bankers and enhance your customer experience.
We’re backed by some incredible investors
Meet Our CEO,
Katherine Regnier
Katherine Regnier is the Founder and CEO of Coconut Software, a leading Customer Engagement Platform for financial institutions. She has successfully guided the company to now serve over 200 banks, including major clients like Royal Bank of Canada, US Bank, Capital One, Vancity, Navy Federal, and Arvest Bank.
Under her leadership, the company has been recognized on the Deloitte Technology Fast 50, Globe and Mail’s Ranking of Canada’s Top Growing Companies, and has received accolades for its corporate culture from Great Place to Work and Waterstone.
Company
News
Visit the Coconut News hub for our latest announcements, milestones, and media coverage—highlighting how our team is always driving innovation and making waves across the sector.
One Bank, Realized: The Customer Engagement Platform Advantage for Leading Banks
