Top Video Banking Solutions for credit unions: transform member service with human-centered digital banking. As credit unions navigate a rapidly evolving financial services landscape, they face growing pressure to offer convenient and personalized digital experiences. Video banking has emerged as a powerful tool, enabling them to maintain close, face-to-face service while improving accessibility and operational efficiency. In this article, we explore the top video banking platforms helping credit unions succeed in today’s digital-first environment.
Why Video Banking?
Video banking bridges the gap between in-branch service and digital banking. It allows members to connect face-to-face with credit union representatives through secure video channels—either from their home, a mobile device, or a dedicated kiosk in a branch or remote location.
Key benefits include:
- Enhanced member engagement with face-to-face interaction.
- Improved accessibility for rural or mobility-constrained members.
- Reduced branch overhead while maintaining personal service.
- Increased efficiency by routing calls based on expertise.
Top Video Banking Platforms for Credit Unions
1. Coconut Software
Best for: Appointment-driven video banking and member engagement
Coconut Software provides a powerful scheduling and engagement platform tailored to credit unions and banks. Its video banking capabilities are tightly integrated with appointment booking and queue management tools, ensuring a smooth and timely experience for members.
Key Features:
- Integrated video conferencing (Zoom, MS Teams, etc.)
- Smart appointment scheduling with calendar sync
- In-branch, mobile, and virtual queue management
- Analytics and reporting for service optimization
Coconut stands out for helping credit unions reduce no-shows, boost operational efficiency, and create seamless omnichannel member journeys—from booking to video call.
2. Engageware (formerly TimeTrade SilverCloud)
Best for: Scheduling and knowledgebase integration
While known primarily for appointment scheduling, Engageware also integrates with video conferencing tools and knowledgebases to power secure, scheduled video banking experiences. It’s ideal for credit unions that want to streamline complex member services like loan applications or financial planning.
Key Features:
- Smart scheduling with calendar sync
- Video conferencing integration (Zoom, MS Teams, etc.)
- Member self-service tools
- Knowledge management system
3. Qanty
Best for: Smart queueing and scalable video banking
Qanty combines a virtual queue management system with video banking to offer a modern, fully integrated solution for credit unions. It allows members to join a virtual line, get notified of their turn, and connect via secure video—all without waiting in physical branches.
Key Features:
- Virtual queue management for in-branch or remote service
- Embedded video calls with browser/mobile support
- Member notifications (SMS/email) for status updates
- Integration with appointment systems and CRM
- Scalable and intuitive interface for staff and members
Qanty is especially useful for credit unions aiming to manage both walk-in and remote interactions efficiently, ensuring no member is left behind.
Choosing the Right Video Banking Partner
When selecting a video banking solution, credit unions should consider:
- Ease of integration with core banking systems and CRM
- Security and compliance, including SOC 2, GDPR, and PCI standards
- Customization for branding and workflows
- User experience across mobile, desktop, and kiosk environments
- Scalability for future growth
Final Thoughts
Video banking is no longer a luxury. It is a necessity for credit unions aiming to deliver modern, high-touch service in a digital world. Top Video Banking Solutions for credit unions help transform member service with human-centered digital banking, making it easier to enhance remote accessibility, reduce operational costs, and strengthen member relationships. Choosing the right platform can truly be a game changer.
By carefully evaluating the platforms above, credit unions can make informed decisions that align with their strategic goals, IT capabilities, and member expectations.