Coconut Software Bolsters Executive Team with Four Key Hires to Drive Growth in Financial Technology Sector

TL;DR

Accomplished leaders join Coconut Software to further position itself as an industry leader, giving the company a competitive advantage.

New leaders bring years of experience in sales, marketing, customer experience, and engineering to help Coconut Software scale for future growth.

Coconut Software's new leaders are committed to building a collaborative work environment and developing the skills of its team members, aiming to improve customer satisfaction and loyalty.

Coconut Software's new leaders, with backgrounds in high growth companies, bring expertise and insights that will further the company's growth and success.

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Coconut Software Bolsters Executive Team with Four Key Hires to Drive Growth in Financial Technology Sector

Coconut Software, a customer engagement platform specializing in digital and in-person banking experiences, has strengthened its executive leadership with four strategic appointments. The company, which provides solutions for appointment scheduling, in-branch queuing, and video banking to financial institutions, has added Denise Willett as Vice President of Sales, Daniela Puzzo as Vice President of Marketing, Isabelle Rochon as Senior Vice President of Customer Experience, and Renee Fisher as Vice President of Engineering.

Denise Willett brings over two decades of B2B enterprise technology and SaaS experience to her role, having previously served as Chief Revenue Officer at digital wealth management platform Nest Wealth. Her mandate is to accelerate revenue growth and scale the sales function at Coconut Software. Daniela Puzzo, with more than 15 years in B2B tech marketing, recently led marketing efforts at Fonolo through its acquisition by Verint. She will spearhead marketing initiatives as the company seeks to expand its market penetration in North America.

Isabelle Rochon leverages 20 years of experience in enterprise account management and customer success, having built customer success departments at companies like iPerceptions. She will lead the entire Customer Experience function, focusing on helping clients achieve success and realize return on investment. Renee Fisher, with over 25 years of technology experience across various industries, will lead the engineering team with a focus on understanding the needs of banks and credit unions to develop solutions that address critical challenges.

These appointments come as Coconut Software positions itself for future growth and scaling operations. Chief Revenue Officer Brady Murphy emphasized that the new executives' experience, insights, and execution abilities will be instrumental in furthering the company's growth trajectory. CEO Katherine Regnier specifically highlighted Renee Fisher's appointment, praising her well-rounded, customer-focused approach stemming from diverse experience across product, customer success, and engineering domains.

The strategic hires signal Coconut Software'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 evolving client needs. The company's solutions are designed to build customer loyalty, improve Customer Satisfaction Scores (CSAT), and help financial institutions achieve revenue goals while optimizing workforce planning and streamlining branch traffic.

For vendors in the human resources and talent management industry, this executive team expansion demonstrates how technology companies serving regulated sectors like finance are investing heavily in leadership talent to drive scale. The appointments across sales, marketing, customer experience, and engineering reflect a holistic approach to growth that balances revenue generation with product development and client success. This trend suggests increased competition for executive talent with specific domain expertise in financial technology and customer engagement platforms.

Coconut Software's client portfolio includes major financial institutions like RBC, Arvest Bank, and M&T Bank. The company's focus on orchestrating digital and in-person banking experiences addresses critical challenges in the banking sector as institutions seek to modernize customer interactions while maintaining operational efficiency. More information about the company's leadership is available at https://www.coconutsoftware.com/leadership.

Curated from 24-7 Press Release

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Human Resources Editorial Team

Human Resources Editorial Team

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