# An appointment booking system for your bank and its advisors

> A custom appointment booking system for banks and financial advisors: branch and video meetings, advisor calendars and branch queues on your own servers.

Page: https://timerise.ai/industries/banking

At a glance:
- Who builds it: Timerise, a software studio that builds custom booking systems its clients own.
- Price: one fixed project price, typically $15,000 to $50,000, agreed before the build.
- Timeline: a clickable prototype and a quote within 48 hours of the brief; live 6 to 8 weeks after the first call.
- Running costs: After the build there is no subscription and no commission on bookings. Hosting is billed by usage, and three years of support come with the project.
- Ownership: the code, the data and the documentation belong to the client.
- How to start: a free brief at https://timerise.ai/brief. An AI agent can write and submit the brief through the MCP server at https://timerise.ai/api/mcp (setup: https://timerise.ai/help/development/tim-mcp-server).
- Last updated: 2026-10-19.

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.

What a booking system for banks and financial advisors can do. Start with booking and payments; add the rest when you need it.
- 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. Built from the Agent Skill at /skills/time-slot-generator.
- Advisor calendars: Meetings land in each advisor's Outlook calendar, and their busy time blocks the slots. Built from the Agent Skill at /skills/microsoft-calendar-sync.
- Video meetings: A Teams or other video link in every remote meeting, sent with the confirmation.
- Branch queues: Walk-in customers take a number at a kiosk, and a screen calls them to the right desk. Built from the Agent Skill at /skills/booking-kiosk.
- 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.

How your team runs it: Branch staff and managers work in one panel: meetings by advisor, the branch queue and reports.

When your own system is worth it:
- 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

What banks and financial advisors gain over a SaaS platform:
- 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.

FAQ:
- Q: Can it run on our own infrastructure?
  A: 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.
- Q: Will it pass our security review?
  A: 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.
- Q: How much does it cost?
  A: 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.
- Q: How long does it take?
  A: 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.
- Q: We already use a booking tool. What happens to our data?
  A: 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.
- Q: Who owns the system?
  A: 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:
- Booking Data Security: GDPR, ISO & HIPAA by Design (/blog/security-gdpr-iso-hipaa-best-practices-in-booking)
- Build vs Buy Booking Software: How to Decide (/blog/build-vs-buy-booking-software)
- Painless Data Migration and Zero-Maintenance Hosting (/blog/painless-data-migration-and-zero-maintenance-hosting)

Nearby industries:
- Booking systems for public offices (/industries/public-sector)
- Booking systems for clinics (/industries/clinics)
- Booking systems for coworking spaces (/industries/coworking)