National credit union technology leader adds Coconut Software to portfolio

TALLAHASSEE, FL (February 4, 2021) — United Solutions Company (USC) and Coconut Software inked a new partnership that will enhance USC’s offering to their clients by taking advantage of the company’s technology that modernizes how banks and credit unions engage with members, creating a streamlined experience for both staff and members.

“I’m pleased that Coconut Software and United Solutions are now partners – we’re looking forward to bringing our digital engagement platform to USC’s industry leading product offerings.” said Jim MacDonald, CRO of Coconut Software.

USC serves as the technology center for 95 credit unions across the U.S., while also providing innovative leadership and other services to many other financial institutions. With credit union services ranging from core data processing and email hosting to network services and business analytics, United Solutions offers end-to-end technology packages. As part of this new agreement, Coconut Software’s seamless appointment scheduling, virtual meetings, on location visitor management and analytics dashboard will be integrated into USC’s offering. USC’s national sales team will identify opportunities to introduce Coconut Software to their expansive credit union network.

Member expectations are continuously evolving. Coconut Software helps financial institutions meet new demands with their always on, always available appointment scheduling solution which ensures that staff have the information they need to create valuable engagements with members, prospects and customers. Lobby and visitor management solutions help to reduce member wait times and take pressure off staff by providing an easy appointment check in process (through a self-serve kiosk or greeter), online queuing, and SMS and email notifications as to when they are next in line. By collecting and analyzing data from every facet of the member journey, Coconut allows your financial institution to optimize management of your team, branch and members, keeping revenue up and wasted resources down. With a centralized, easy to navigate database that updates in real-time, reps can manage more calls in less time, freeing them up for revenue-generating activities.

“Scheduling software for financial institutions is a hot topic right now, and United Solutions is proud to partner with the best in the industry,” comments Jim Giacobbe, President and CEO of USC. “Coconut’s reserve with Google integration is ground-breaking and amazing. Coconut Software enhances the member experience with multi-channel integration while adding a level of sophistication. Coconut Software has thought of everything, and no one does it better.”

About United Solutions Company

United Solutions Company is a Credit Union Services Organization (CUSO) and Application Service Provider (ASP) founded in 1983 with headquarters in Tallahassee, Florida. United Solutions provides a comprehensive menu of products and services to credit unions and other businesses all over the country. From core data processing and check 21 services, to collections and network management, our exceptional services and commitment to innovation is what truly sets us apart. Visit for more information.

About Coconut Software

Coconut Software is a leading provider of customer engagement solutions for modern banks and credit unions and is backed by investments from Conexus Venture Capital Fund, Information Venture Partners, SaskWorks Venture Fund, Bay Partners, ScaleUp Ventures, PIC Investment Group, with additional financing by CIBC. By providing technology that elevates the customer experience while improving operational efficiencies, Coconut’s solutions consistently improve satisfaction scores, decrease churn, and increase sales.


Jim Giacobbe, President and CEO
(850) 942-9186

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