An appointment booking system for your bank and its advisors
Customers wait on the phone to see an advisor, and your IT team won't approve a tool that keeps customer data on someone else's servers. We build appointment booking systems for banks, credit unions and advisory firms: branch and video meetings, advisor calendars and branch queues, on your own infrastructure, with the code and data owned by you.
The prototype and the quote are free, with no commitment.
- Prototype and quote
- 48 h
- Build time
- 2–3 weeks
- Fixed price, typically
- $15–50k
- Commission on bookings
- 0%
What the system looks like for banks and financial advisors
Customers book an advisor
The branch sees its day
In use
What do your people and customers see?
Branch queues
Walk-in customers take a number at a kiosk, and a screen calls them to the right desk.
How the Booking kiosk module worksBooked meetings are called on time. Walk-ins are served in turn.
The screen in the branch
Advisor calendars
Meetings land in each advisor's Outlook calendar, and their busy time blocks the slots.
How the Microsoft calendar sync module worksMeetings beside Outlook
Admin panel
How does your team run it?
Branch staff and managers work in one panel: meetings by advisor, the branch queue and reports.
The admin panel for branches
What it can include
What can a booking system for banks and financial advisors do?
You don't have to order everything at once. Start with booking and payments.
Meetings by topic
Customers pick the topic first: a mortgage, an account or an investment. The system offers the advisors who handle it, in a branch or by video.
How the Time-slot generator module worksVideo meetings
A Teams or other video link in every remote meeting, sent with the confirmation.
Documents before the meeting
The confirmation lists what to bring, and customers can upload documents in advance.
Your security rules
Single sign-on for staff, a log of who saw what, and data in the region you choose.
Connection to your systems
Customer data comes from your CRM or core system through its API, so nobody types it twice.
Reports
Meetings by branch, topic and advisor, and how long customers wait.
When it makes sense
When is your own system worth it?
A ready-made platform is a good start. If it does all you need, stay with it. Your own system makes sense when:
- Your IT team needs the system on your own infrastructure
- Customers wait on the phone to book a meeting
- Advisors work across branches and video
- You need single sign-on and a log of every access
Compared with SaaS
What do banks and financial advisors gain over a SaaS platform?
A platform is rented and shared. Your own system is built for you and owned by you.
Customer data
On a SaaS platform: Data sits on the vendor's servers, under the vendor's terms.
With your own system: The system runs on your infrastructure, and the data never leaves it.
Security review
On a SaaS platform: Your IT team reviews a tool it cannot change.
With your own system: The system is built to the rules your security team sets.
Calendars
On a SaaS platform: Advisors keep a second calendar beside Outlook.
With your own system: Meetings land in Outlook, and busy time blocks the slots.
Cost
On a SaaS platform: Fees per advisor or per branch grow with the network.
With your own system: One fixed price, however many advisors and branches you have.
How we work
How do we start?
- 01
Brief
About 15 minutes, with our AI, whenever it suits you.
- 02
Prototype
A clickable prototype on your data and a quote within 48 hours.
- 03
Scope
Changes from your feedback, then a fixed price.
- 04
Build and launch
Code, documentation and 3 years of support.
Questions
What do owners ask first?
Yes. The system can run in your own cloud account or data centre, and the code and documentation are handed over to your IT team.
We build to the rules your security team sets, such as single sign-on, access logs, encryption and data region, and answer their questions before the build starts.
The price depends on the scope and is fixed before the build starts. Most projects fall between $15k and $50k. It is a one-time cost, with no subscription and no commission on bookings.
You get a clickable prototype and a quote within 48 hours of the brief. The build takes two to three weeks, and the system is live six to eight weeks after the first call, including migration and handover.
We move your customers, bookings and history into the new system, even when the current provider has no export. The old tool keeps running until the data matches, so bookings never stop.
You do. The code, the data and the documentation are handed over. It runs in your own cloud account or on our infrastructure, and 3 years of support are included.
Read more
Where can I read more?
- Booking Data Security: GDPR, ISO & HIPAA by DesignHow Timerise secures your booking data: EU data residency, database-level tenant isolation, encrypted health records, and audited access.
- Build vs Buy Booking Software: How to DecideRent a booking platform or build your own booking software? Four options compared on cost, time, fit and ownership, with five questions to decide.
- Painless Data Migration and Zero-Maintenance HostingMove your bookings out of a SaaS with zero downtime, then never run a server. We maintain the Next.js, Vercel and Supabase or Firestore stack. You own it.
Get started
See your banks and financial advisors system before you decide
Describe how you take bookings. Within 48 hours you get a prototype and a quote.
Using an AI assistant? It can write the brief for you through our MCP server.