What Does Coconut Software Do?

Total employees178
HeadquartersSaskatoon
Founded

Coconut Software is a customer engagement platform specifically designed for the financial services industry. They provide enterprise-level appointment scheduling, lobby management, and video banking solutions that help banks and credit unions optimize customer interactions, improve operational efficiency, and deliver a seamless omnichannel experience. Their platform aims to modernize how financial institutions connect with their customers—whether in-branch, online, or through video calls—ultimately driving customer satisfaction, loyalty, and business growth.

Where Is Coconut Software's Headquarters?

Coconut Software officeCoconut Software officeCoconut Software officeCoconut Software office
*Images sourced via web search. Rights belong to original owners

HQ Function

The Saskatoon headquarters serves as the primary center for Coconut Software's operations, including executive leadership, product development, engineering, marketing, sales operations, and corporate administration.

Notable Features:

The headquarters is located in the historic Farnam Block, a redeveloped heritage building in Saskatoon's Riversdale district, blending historic charm with modern office amenities suitable for a tech company.

Work Culture:

Coconut Software fosters a collaborative, innovative, and customer-centric work culture. While embracing a 'remote-first' policy, the Saskatoon office provides a physical hub for local team members, collaborative sessions, and company events, emphasizing teamwork and continuous improvement.

HQ Significance:

As the company's birthplace and main operational center, the Saskatoon headquarters is pivotal to Coconut Software's identity and growth, anchoring its R&D and strategic direction within Canada's burgeoning tech landscape.

Values Reflected in HQ: The choice of a redeveloped historic building for its HQ, combined with a remote-first culture, reflects values such as community engagement, sustainability (through repurposing), innovation, and employee flexibility.

Location:

While headquartered in Canada with a significant presence in North America (Canada and the USA), Coconut Software's cloud-based solutions are utilized by financial institutions internationally. Their platform's digital nature allows them to serve and support a global customer base. The company's remote-first approach to staffing also contributes to a geographically distributed team, enhancing its ability to operate and support clients across different time zones.

Street Address:

Suite 200, 224 20th Street West

City:

Saskatoon

State/Province:

Saskatchewan

Country:

Canada

Where Else Does Coconut Software Operate Around the World?

Toronto, Ontario, Canada

Address: Primarily a hub for remote employees; specific physical office address not prominently listed, likely utilizing flexible co-working spaces or a small regional office.

To enhance service delivery to clients in Eastern Canada and the US, tap into the extensive tech and financial talent pool, and leverage business opportunities in the Greater Toronto Area and beyond.

Buying Intent Signals for Coconut Software

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Coconut Software? Meet the Executive Team

As of April 2025, Coconut Software' leadership includes:

Katherine Regnier - Founder & Chief Executive Officer
Jim Bethmann - Chief Revenue Officer
Leah Fichter - VP, People & Culture
James Womack - VP of Engineering
Matt Petrow - VP of Finance
Brendon Bain - VP of Product
Clayton Colwell - VP of Customer Experience

Who's Investing in Coconut Software?

Coconut Software has been backed by several prominent investors over the years, including:

Klass Capital
Information Venture Partners
ScaleUP Ventures
Conexus Venture Capital Fund (now Emmertech)
StandUp Ventures
CIBC Innovation Banking (Debt Financing)

What Leadership Changes Has Coconut Software Seen Recently?

Hire0
Exits0

Publicly available information on C-suite executive hires or departures at Coconut Software specifically within the last 12 months (mid-2023 to mid-2024) is limited. The current executive team, including key VP and C-suite appointments made in late 2022 and early 2023, appears to be stable.

What Technology (Tech Stack) Is Used byCoconut Software?

Discover the tools Coconut Software uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Coconut Software Email Formats and Examples

Coconut Software commonly uses standard professional email formats. The most likely patterns are [first_initial][last]@coconutsoftware.com (e.g., jsmith@coconutsoftware.com) or [first].[last]@coconutsoftware.com (e.g., jane.smith@coconutsoftware.com).

[first_initial][last]@coconutsoftware.com or [first].[last]@coconutsoftware.com

Format

ksmith@coconutsoftware.com or katherine.smith@coconutsoftware.com

Example

85%

Success rate

What's the Latest News About Coconut Software?

Coconut Software Press Release • September 29, 2023

Coconut Software Ranks on The Globe and Mail's List of Canada's Top Growing Companies for Fourth Consecutive Year

Coconut Software announced its inclusion in The Globe and Mail's Report on Business ranking of Canada's Top Growing Companies for the fourth consecutive year, highlighting its sustained revenue growth....more

Coconut Software Press Release • May 12, 2023

Coconut Software and Segmint Partner to Hyper-Personalize Banking Customer Engagement

Coconut Software formed a strategic partnership with Segmint, a leader in data-driven marketing technology, to enable financial institutions to deliver hyper-personalized appointment booking experiences by leveraging customer data insights....more

Coconut Software Press Release • February 14, 2023

Coconut Software Joins Jack Henry Vendor Integration Program

Coconut Software announced its participation in the Jack Henry Vendor Integration Program (VIP), making its appointment scheduling solutions more easily accessible to financial institutions utilizing Jack Henry's core banking systems....more

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