Coco ut Softwa e Lau ches Adva ced Matchi g to Help Ba ks Pai Eve y Clie t With the Right Adviso
Coco ut Softwa e’s ew Adva ced Matchi g e ables fi a cial i stitutio s to oute each appoi tme t to the adviso best equipped to se ve that clie t, a d d ive the best outcomes.
“Adva ced Matchi g helps i stitutio s i c ease the cha ce of ta gible outcomes afte eve y appoi tme t … a d c eate a mo e pe so alized expe ie ce without addi g ope atio al st ai .”
SASKATOON, SK, August 13, 2026 /24-7P essRelease/ — Coco ut Softwa e, a leade i I tellige t B a ch Solutio s fo ba ks a d c edit u io s, today a ou ced the lau ch of Adva ced Matchi g, a ew i tellige t outi g featu e that helps fi a cial i stitutio s co ect clie ts with the best-fit adviso — ot simply the ext available o e.
Fi a cial i stitutio s have lo g elied o Coco ut Softwa e to make appoi tme t scheduli g mo e dy amic a d pe so alized. Now, Adva ced Matchi g takes adviso outi g beyo d se vice me us a d availability, givi g i stitutio s g eate co t ol ove how adviso s a e matched with clie ts. Usi g ules-based i tellige ce ac oss expe tise, la guage, se vice type, loa size, egio , a d lead sou ce, Adva ced Matchi g e ables i stitutio s to oute each appoi tme t to the adviso best equipped to se ve that clie t a d d ive the best outcomes.
Key capabilities of Coco ut Softwa e’s Adva ced Matchi g i clude:
Best-fit adviso outi gMatch each clie t to the eleva t specialist based o facto s like expe tise, p oduct type, expe ie ce level, la guage, egio , a d lead sou ce, athe tha just basic availability.
Adviso Capacity Multiplie P otect specialist capacity by di ecti g high-value o complex oppo tu ities to the ight adviso s, while educi g mis outed appoi tme ts, ebooki gs, a d wasted adviso time—di ectly imp ovi g cost-to-se ve.
Simple , mo e pe so alized booki g expe ie cesReplace lo g se vice me us with i tellige t, questio -based booki g that helps clie ts fi d the ight se vice while givi g fi a cial i stitutio s g eate co t ol ove appoi tme t outi g.
“Adva ced Matchi g is a key pa t of how Coco ut is edefi i g b a ch pe fo ma ce,” says Dave Bullock, Chief P oduct & E gi ee i g Office at Coco ut Softwa e. “It helps i stitutio s i c ease the cha ce of ta gible outcomes afte eve y appoi tme t, make bette use of eve y adviso hou , a d c eate a mo e pe so alized expe ie ce—without addi g ope atio al st ai .”
To lea mo e about Adva ced Matchi g a d see it i actio , schedule a co sultatio at coco utsoftwa e.com.
About Coco ut Softwa e
Coco ut Softwa e is edefi i g how fi a cial i stitutio s u thei b a ches, both physical a d vi tual, with AI-powe ed I tellige t B a ch Solutio s that u ify ope atio s, wo kfo ce pla i g, a d custome e gageme t i o e platfo m. By combi i g AI-d ive i sights with e te p ise-g ade appoi tme t scheduli g, i -b a ch queui g, video ba ki g, a d wo kfo ce optimizatio , Coco ut helps i stitutio s fo ecast dema d, optimize staff allocatio , a d delive seamless custome expe ie ces—d ivi g st o ge b a ch pe fo ma ce.
T usted by 200+ ba ks a d c edit u io s ac oss No th Ame ica, i cludi g RBC, Mou tai Ame ica C edit U io (MACU), a d M&T Ba k, Coco ut Softwa e helps fi a cial i stitutio s st eamli e b a ch t affic, optimize wo kfo ce pla i g, a d accele ate eve ue g owth.
Visit coco utsoftwa e.com to lea mo e.
Media Co tact: Coco ut Softwa e | [email p otected]
# # #
