Logix Federal Credit Union Transforms its Branches, Consolidates Three Lines of Business on a Single Platform with Coconut Software

Logix's new enterprise scheduling foundation with Coconut Software delivers a unified member experience, deeper analytics, and 100% branch adoption across all 18 locations.

SASKATOON, SK and BURBANK, Calif., Sept. 17, 2026 /PRNewswire/ -- Coconut Software, a leader in AI-powered Intelligent Branch Solutions for banks and credit unions, today announced that Logix Federal Credit Union has successfully implemented Coconut's enterprise scheduling platform across Retail Banking, Wealth Management, and Business Services—replacing fragmented scheduling tools with a single, data-driven foundation for member engagement.

With 18 branches across the greater Los Angeles area, Logix previously relied on multiple scheduling tools that operated independently within each line of business, creating inconsistencies in the member experience and limiting leaders' visibility into demand, utilization, and performance.

After deploying Coconut, Logix now offers a consistent appointment experience across in‑branch, phone, and video channels—and has driven a meaningful shift toward scheduled appointments across its entire branch network, giving leaders greater visibility into demand and staffing.

"The main reason Logix selected Coconut was its ability to bring appointment scheduling, multi-line-of-business support, reporting, and member-facing customization into one platform built for financial institutions," says Leticia Meza-Guerrero, SVP of Retail Delivery at Logix FCU. "Coconut aligned with our need for a more modern, flexible, and scalable experience that could support both current operations and future digital member experience goals."

Today, Logix uses Coconut to run its full appointment operation across all 18 branches, virtual channels, and three lines of business, with 100% branch and channel adoption across the network.

"Logix didn't just replace a scheduling tool," says Katherine Regnier, CEO of Coconut Software. "They built a more connected foundation for member engagement across their entire network. Three lines of business. 18 branches. 100% adoption. That's what intentional infrastructure looks like. And it gives Logix the visibility and flexibility to keep improving how they serve their members."

The successful integration unifies three of Logix's lines of business on a single platform and adds capabilities including:

• Lobby and queue management
• Microsoft Outlook and Exchange integration
• Automated member notifications (such as two-hour pre-appointment text reminders)
• Reporting and analytics that surface appointment demand, traffic patterns, staff utilization, and no-show and cancellation trends across channels

"One of the positive takeaways has been the amount of operational insight Coconut can provide beyond basic appointment scheduling," says Meza-Guerrero. "The platform gives Logix a stronger foundation to understand appointment types, traffic patterns, staff utilization, no-shows, cancellations, and member preferences across channels—helping leaders make staffing and service decisions based on evidence rather than assumptions."

To learn more about this partnership, read the full success story here.

About Logix Federal Credit Union

Founded in 1937, Logix Federal Credit Union (LFCU) is a not-for-profit financial cooperative serving current and prospective members across the greater Los Angeles area. With 18 branches and a commitment to relationship-based financial guidance, Logix delivers personalized banking, lending, wealth management, and business services designed to help members thrive. At Logix, serving their members is at the heart of everything they do. That commitment comes to life in every interaction, from the first conversation to achieving their financial goals.

For more information, visit logixbanking.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.

SOURCE Coconut Software