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BANK TIME MANAGEMENT SOLUTION 1

PRESENTED BY: KSHITIJ CHAKRABORTY


Banks

Scheduled
Walk-Ins
Visits
2
BTMS PROCEDURE

APPOINTMENTS COMMUNICATION
CUSTOMER

Name of Book •Any form of


Customer Appointments branch
Details of -Cancel promotions at
Visit (for Appointments one click
future record) -No Show •Reminder to
Bank has Guaranteed the customer
record for Service Time before coming
each customer Teller Desk to the branch
based on Information •Online
BTMS and same Queries via
person application or
guarantee via website

3
OTHER MAJOR USPs OF USING
BTMS

Facilitates Customers can


Time of each Hands on
No additional give feedback
Scheduling customer can customer
requirement services such about the
appointments be pre set information
of “one as after branch branch which
on behalf- based on and
customer- one visit and other shall facilitate
retired citizens customer preparation by
branch” investment more
requirement banks
offers customers

4
BTMS CUSTOMER’S PERSPECTIVE Open
Application

Book
Exits branch Appointment
with Branch

Customer
Completes reaches branch
transaction as per
appointment

Meets teller
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BTMS BRANCH’S PERSPPECTIVE
Bank receives
appointment
details via BTMS

Teller A is ready
Teller attends next with customer
customer
information

Customer goes to
Teller carries out the counter
the transaction
immediately as per
with ease 6
appointment
WHAT LIES AHEAD?
Auto
Integration generated
of forms with
mechanical customer
self generated details
KIOSKs with
BTMS Inventory
Management
through
BTMS-
scheduling
appointments
with vendors

BTMS 7

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