Coconut Software, a prominent player in lobby management, appointment routing, and advisor optimization for financial institutions, has made significant additions to its executive team. The company has welcomed four accomplished leaders to help drive its growth and solidify its position as an industry leader in the financial technology sector.
Denise Willett joins Coconut Software as the new Vice President of Sales. With over two decades of experience in B2B enterprise technology and SaaS, Willett brings a wealth of knowledge to her role. Previously serving as CRO at Nest Wealth, a digital wealth management platform, she is tasked with accelerating revenue growth and scaling the sales function at Coconut Software. Willett expressed enthusiasm about the company’s culture and its commitment to employee and customer success.
Taking the helm as Vice President of Marketing is Daniela Puzzo, who brings more than 15 years of experience in enhancing brand visibility and driving results through targeted campaigns in the B2B tech sector. Puzzo’s recent success in leading marketing efforts at Fonolo, which culminated in its acquisition by Verint, positions her well to spearhead Coconut Software’s marketing initiatives as the company seeks to expand its market penetration in North America.
Isabelle Rochon steps into the role of Senior Vice President of Customer Experience, leveraging her extensive 20-year background in enterprise account management and customer success. Rochon’s expertise in building customer success departments, as demonstrated at iPerceptions, will be crucial as she leads Coconut Software’s entire Customer Experience function, focusing on helping customers achieve success and realize return on investment.
Rounding out the new executive additions is Renee Fisher, who joins as Vice President of Engineering. With over 25 years of tech experience across various industries, Fisher will lead the engineering team with a focus on understanding the needs of banks and credit unions. Her role is pivotal in developing solutions that address critical challenges faced by financial institutions while improving revenue and customer loyalty.
These strategic hires come at a time when Coconut Software is positioning itself for future growth and scaling its operations. The company’s Chief Revenue Officer, Brady Murphy, emphasized the importance of these additions, noting that the new executives’ experience, insights, and execution abilities will be instrumental in furthering Coconut’s growth trajectory.
Coconut Software’s CEO, Katherine Regnier, specifically highlighted Renee Fisher’s appointment, praising her well-rounded, customer-focused approach that stems from her diverse experience across product, customer success, and engineering domains.
As a customer engagement platform, Coconut Software specializes in orchestrating digital and in-person banking experiences for financial institutions. The company’s solutions address critical challenges in the banking sector, focusing on appointment scheduling, in-branch queuing, and video banking. These offerings are designed to build customer loyalty, improve Customer Satisfaction Scores (CSAT), and help financial institutions achieve their revenue goals while optimizing workforce planning and streamlining branch traffic.
The addition of these seasoned executives to Coconut Software’s leadership team signals the company’s commitment to innovation and growth in the competitive financial technology landscape. As financial institutions continue to prioritize digital transformation and enhanced customer experiences, Coconut Software’s strengthened leadership positions the company to meet the evolving needs of its clients, which include major players like RBC, Arvest Bank, and M&T Bank.
For more information about Coconut Software’s leadership team, interested parties can visit the company’s leadership team page.
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