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Coconut Software Launches Advanced Matching to Help Banks Pair Every Client With the Right Advisor

August 13, 2026 at 03:00 AM EDT

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

Coconut Software's new Advanced Matching enables financial institutions to route each appointment to the advisor best equipped to serve that client, and drive the best outcomes.

SASKATOON, SK, August 13, 2026 /24-7PressRelease/ -- Coconut Software, a leader in Intelligent Branch Solutions for banks and credit unions, today announced the launch of Advanced Matching, a new intelligent routing feature that helps financial institutions connect clients with the best-fit advisor—not simply the next available one.

Financial institutions have long relied on Coconut Software to make appointment scheduling more dynamic and personalized. Now, Advanced Matching takes advisor routing beyond service menus and availability, giving institutions greater control over how advisors are matched with clients. Using rules-based intelligence across expertise, language, service type, loan size, region, and lead source, Advanced Matching enables institutions to route each appointment to the advisor best equipped to serve that client and drive the best outcomes.

Key capabilities of Coconut Software's Advanced Matching include:

Best-fit advisor routing
Match each client to the relevant specialist based on factors like expertise, product type, experience level, language, region, and lead source, rather than just basic availability.

Advisor Capacity Multiplier
Protect specialist capacity by directing high-value or complex opportunities to the right advisors, while reducing misrouted appointments, rebookings, and wasted advisor time—directly improving cost-to-serve.

Simpler, more personalized booking experiences
Replace long service menus with intelligent, question-based booking that helps clients find the right service while giving financial institutions greater control over appointment routing.

"Advanced Matching is a key part of how Coconut is redefining branch performance," says Dave Bullock, Chief Product & Engineering Officer at Coconut Software. "It helps institutions increase the chance of tangible outcomes after every appointment, make better use of every advisor hour, and create a more personalized experience—without adding operational strain."

To learn more about Advanced Matching and see it in action, schedule a consultation at coconutsoftware.com.

About Coconut Software

Coconut Software is redefining how financial institutions run their branches, both physical and virtual, with AI-powered Intelligent Branch Solutions that unify operations, workforce planning, and customer engagement in one platform. By combining AI-driven insights with enterprise-grade appointment scheduling, in-branch queuing, video banking, and workforce optimization, Coconut helps institutions forecast demand, optimize staff allocation, and deliver seamless customer experiences—driving stronger branch performance.

Trusted by 200+ banks and credit unions across North America, including RBC, Mountain America Credit Union (MACU), and M&T Bank, Coconut Software helps financial institutions streamline branch traffic, optimize workforce planning, and accelerate revenue growth.

Visit coconutsoftware.com to learn more.

Media Contact: Coconut Software | media@coconutsoftware.com

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