Personal Banker Contact Tracking Template Outlook Style | Contact Database
Personal Banker Contact Tracking Database/Template System
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
Download a Demonstration
Download a demo version for free to test!
Microsoft Access Personal Banker Contact Tracking Database
Personal bankers are responsible for managing relationships with clients, coordinating financial services, and tracking consultations and transactions. The Microsoft Access Personal Banker Contact Tracking Database is a robust solution that simplifies daily operations for financial professionals. Built 100% in Microsoft Access using native tables, forms, reports, and VBA (Visual Basic for Applications) code, this database is ideal for professionals who need full control over their contact data and appointment scheduling processes without relying on cloud-based CRM platforms.
This system is modeled after Microsoft Outlook’s contact management capabilities but is enhanced to meet the specific workflow needs of personal bankers, private client advisors, and small financial teams. Whether you're tracking individual clients or corporate accounts, this system allows you to deliver high-touch service with accuracy and professionalism.
Key Features:
Client and Account Management: Maintain detailed records of client contact information, account types, financial needs, and service history.Consultation Scheduling: Schedule meetings, phone calls, product reviews, and onboarding sessions for both individuals and business clients.Invoice and Payment Tracking: Generate invoices for financial advisory services and log payment status for transparency and recordkeeping.Reporting Tools: Use pre-built reports to track upcoming appointments, outstanding invoices, and client engagement history—ideal for audit readiness and performance reviews.
The database integrates seamlessly into any Access-based environment and offers scalable functionality for expanding teams or growing portfolios. Personal bankers can increase efficiency, reduce administrative workload, and elevate client satisfaction using this comprehensive solution.
Please Note: This is a template database. If it does not meet your needs 100% and you’re unable to customize it yourself, Winning Solutions, Inc. (WSI) can provide a quote to tailor the system to your financial institution’s specific workflow requirements.
?? Contact Us today to request a quote or learn how we can help you optimize your personal banking operations with this powerful Microsoft Access tool.
Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access Personal Banker Scheduling Database . This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).
VB.NET , C#.NET or ASP.NET version of this template, please Contact us for more details.
Sample Screens
Personal Banker Contact Tracking Database
Main Menu Form
Personal Banker Contact Tracking Database
Setup Customer
Personal Banker Contact Tracking Database
Search Custome
Personal Banker Contact Tracking Database
Edit Customer
Personal Banker Contact Tracking Database
Customer Calls
Personal Banker Contact Tracking Database
Customer Appointments
Personal Banker Contact Tracking Database
Customer Payments
Personal Banker Contact Tracking Database
Add Call
Personal Banker Contact Tracking Database
Add Appointment
Personal Banker Contact Tracking Database
Add Payment
Personal Banker Contact Tracking Database
Maintenance/Setup
Personal Banker Contact Tracking Database
Report Menu
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Download a Demonstration
Download a demo version for free to test! The demo version is in Access 2010, which will work on either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database. The full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demo and how to avoid some common setup issues:Download Instructions
Full Version and Live Demonstration Options
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.
After purchase
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 run-time or 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 the additional features you require.
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
After Your Purchase
Delivery timing
Once your purchase is complete, you will receive an email within 12 hours, and usually sooner during standard business hours, with a link to download the full version of the database. Please check your junk mail folder if you do not see the message.
Implementation help
If you need help implementing this function or need modifications for your requirements, request a free quote for your Microsoft Access development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative for an example of sufficient written requirements.
Support and customization
WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers who do not wish to pay WSI for support have the Microsoft Access and SQL Server knowledge needed to install, customize, and use the template. Paid support is available by the hour; please contact us for the current hourly fee.
Planning your changes
If you need assistance preparing requirements, WSI offers fee-based services to help document what needs to be done. You can also review our process mapping service or learn more about the WSI quoting process .
Testimonials
What Customers Say About WSI
"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response!!"
George Ells
"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done. Great work."
Steve Da SilvaThe Hospital for Sick Children
"With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly."
Debbie Hunt
"Bottom Line: Winning Solutions is hands down the most polite, professional, committed, able, and proven company I have ever worked with. Their staff, top to bottom, are all winners."
Dave YeadonDakota Steel & Trim
"Our Service Dept is enjoying the Calendar. We adapted the Enhanced Microsoft Access Calendar to meet our needs. The Service Manager and Advisors enjoy the ease of booking work."
Richard "Dick" MillikenWhited Peterbilt