Bank Facility Management and Day-to-Day Operations

At first glance, bank facilities management and day-to-day operations appears to concern the supervision of their physical aspects, inner workings and environments. According to the American Bankers Association, nearly 80% of banking customers still prefer to visit banking locations, branch offices, and ATMs, rather than conduct their banking business via online resources. Given that data, it is easy to understand that the bank’s physical locations and facilities are a significant strategic asset. When operating with efficiency, a banking facility can also support business goals, aid in employee retention and reduce the cost of generating revenues. But in the end, the customers come first.

The banking market has become highly competitive. Banking customers now desire a better banking customer experience within the walls of retail branches – which many have changed in recent years to affect the appearance of a hotel lobby, instead of a financial institution.


To compete in the market and achieve growth rate goals, all aspects of banking facilities management must be aligned with banking business goals: attracting new banking customers, retaining their accounts and selling them financial products and services. To support this new direction and effort, bank facilities managers are working to streamline processes and enhance operating efficiency at every turn. The forward-thinking facilities manager therefore not only looks to better manage their facilities – but to also support the physical environments that strengthen customer relationships through experience and reduce long-term operational costs at the same time.

Technology, as with leading-edge facilities management software, is allowing bank management to leverage improved systems for facilities management that support business goals and minimize business interruptions. Banks can now utilize software that allows them to strategically manage their facilities and create gains that benefit their bottom line.

PropertyTrak by AirMass was designed to deliver a comprehensive and proactive set of tools for facilities managers overseeing mid-sized and large banks or credit unions – including branch headquarters, ATMs, supermarket banking centers and other locations around their communities. With PropertyTrak, bank facilities managers can schedule, track and manage maintenance for their every facility. They can also optimize energy usage, maintain standards of safety and control overhead costs.

Some benefits of the PropertyTrak by AirMass facilities software for bank branches:

· Computerized Maintenance Management System (CMMS)
· Work orders can be scheduled on a daily, weekly or monthly basis
· Enterprise-level Computer Aided Facility Management (CAFM)
· Scheduled maintenance to prevent equipment breakdown
· Improved service and enhanced efficiencies
· Integrated Workplace Management System (IWMS)
· Ability to create plans for specific events and emergency preparedness
· Enterprise Asset Management (EAM)
· Work order tracking
· Better physical support for employee productivity
· Equipment history reporting
· Vendor communication

PropertyTrak by AirMass is an integrated suite of desktop applications that was developed to help facilities managers in mid-sized to large banks (those with 6 to 250 branches) or credit unions reduce business processes and streamline operations.

To learn more about related facilities management topics, read the monthly blog articles here at PropertyTrak by AirMass.

Learn More About CMMS in Banking

What Banks & Financial Institutions Are Saying About PropertyTRAK

“Fulfills our value-added goals”

“Intrust Bank has fifty-six facilities across Kansas and Oklahoma.  We are known for innovation – the first to offer drive-thru banking and an early adopter of computer systems and ATMs.  In 2006, we implemented PropertyTRAK to automate our facilities maintenance.   

Both parties have grown and expanded over the years.  PropertyTRAK can be used to manage multiple departments and emergency preparedness.  Its mobile app handles work orders with custom checklists and can add photos and documents.

PropertyTRAK continues to fulfill our value-added goals by leveraging our great team of maintenance technicians in the work they do!”

Chad Depew
Facilities Manager

“Helping us do great things for our customers”

Arvest provides community banking services with 19 facilities in the two-state region around Kansas City.  PropertyTRAK is a robust work order solution for our banks that help us be responsive to daily service requests and to plan our preventive maintenance needs.  Recurring work orders and checklists are easily set up and are great for everything from monthly branch inspections to semi-annual HVAC maintenance. There’s not a department in our group that can’t benefit from this solution. Thanks, PropertyTRAK, for helping Arvest do great things for our customers.”

Lynn Anderson
Property & Branch Service Manager

“You have been amazing!”

Waddell & Reed is one of the oldest financial investment institutions in the country with a large campus of buildings, offices, and conference centers.  PropertyTRAK’s solution is critical to our firm’s bottom line.  They make it easy for our employees to submit service requests, either as users or on a web form. 

We can schedule and maintain both day-to-day and preventive maintenance needs and then use the mobile app to document the work performed on-site.   We have relied on PropertyTRAK for more than fourteen years.  Thank you for the ride – you have been amazing!”

Mick Drummond
Director of Facilities


There are many more great features and customizations than we can pack into our website, so give us a few minutes of your time and we’ll tell you all about what PropertyTRAK can do for your business. Small, medium, or large, we are your operations and maintenance solution!