Personal Banker Appointment Tracking Template Outlook Style | Appointment Database

Personal Banker Appointment Tracking Database/Template System

Microsoft Access Personal Banker Appointment Tracking Database

For personal bankers and financial advisors, staying on top of client meetings, financial consultations, and account services is essential to providing professional, timely service. The Microsoft Access Personal Banker Appointment Tracking Database is a full-featured, easy-to-use database system designed to streamline scheduling, customer tracking, invoicing, and payment management—completely within the Microsoft Access environment.

This robust template is built entirely in Microsoft Access, utilizing native tables, forms, reports, and VBA (Visual Basic for Applications) code. It’s modeled after the familiar Microsoft Outlook calendar system, but offers deeper integration with Access and more customization flexibility. As a result, personal bankers, client relationship managers, and branch-level financial consultants can manage their workflow more effectively—without relying on cloud-based tools or third-party platforms.

Key Features of the Personal Banker Appointment Tracking Database:

• Fully Microsoft Access-based—no third-party tools required
• Customer profile management for tracking financial clients, contact info, and meeting notes
• Built-in scheduling form for meetings, product consultations, account setup, and more
• Calendar views include Daily, Weekly, Bi-Weekly, and Monthly formats
• Integrated invoice creation and payment tracking features
• Pre-built reports for each calendar view—ideal for performance tracking and client service reviews
• Perfect for banks, credit unions, investment consultants, and private financial service providers

This solution gives personal bankers the tools to manage client-facing responsibilities efficiently and professionally. Whether you're meeting with a client about a loan, setting up new accounts, or reviewing retirement goals, this database ensures all your scheduling and billing needs are handled in one organized system.

Please note: This is a pre-built database template. If it does not meet your needs 100%, and you're unable to customize it yourself, Contact Us. WSI will gladly provide a quote to tailor the system to your personal banking or financial consulting environment.

If you are interested in a VB.NET, C#.NET or ASP.NET version of this template, please Contact us for more details.

Daily Canned Reports
PDF Output Day Landscape View    PDF Output Day Portrait View

Weekly Canned Reports
PDF Output Week Landscape View    PDF Output Week Portrait View

Bi-Weekly Canned Reports
PDF Output Bi-Weekly Landscape View    PDF Output Bi-Weekly Portrait View
 
Monthly Canned Reports
PDF Output Month Landscape View    PDF Output Month Portrait View

The following document explains, in detail, how to install the demonstration and how to avoid some common set-up issues:
Download Instructions

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.

Once your purchase is complete, you will receive an email with a link to download the full version of the database.