Facilities Management you can bank on

CAFM for the retail banking sector

How does FM in the retail banking sector need to change?

Work smarter, save money, control risk

Keeping retail banking spaces safe and productive is a constant challenge. With many busy sites to manage and critical assets to maintain, FMs need complete digital oversight to manage customer demand and control compliance risks:

Banking - Workflows

Simple Workflows

Customised workflows across FM team, sites, internal maintenance and external contractors that saves time

Banking - Compliance

Reducing Risk & Compliance

Get an instant snapshot of your compliance status

Banking - Cost

Cost / Budget Control

Track spend by site, area, category & contactor across given time period & compare vs budget

Banking - Assets

Asset Management

See your assets full service history at the click of a button and help identity recurring problems


Easier compliance, cost control and communications

Improve your digital oversight and optimise performance with a ‘mobile first’ approach to engineer and asset management. Real time reporting that works on every device.

Seamless communication

A mobile activity stream lets you see the full history of each work request in one place. Photos and videos added on work order creation can show the engineer exactly what’s going wrong. Mobile first communication improves your response time and first-time fix rate.

Real-time Reporting

Work order demand reports show you the bigger picture by identifying emerging trends in FM that may be affecting revenue or business. See the volume of work requests coming in over time. Monitor spend by category, contractor or site. Act fast to prevent further escalation.

Asset-based requests (mobile QR code scanning)

Scan a mobile QR code for a full service history. Identify recurring problems, update records and manage asset lifespan more effectively.

Industry Assets - Banking - Screens

Case Studies & Testimonials »

What some of our clients say


With the challenges we face today, we are impressed with how quickly they were able to help us mobilise, and it will be great to see the implementation of a strategic, data-driven programme, drive down costs, improve our service levels and ultimately provide an environment to be proud of.

Darren Nelson-Hall
Head of Premises & FM @ The Co-operative Bank
Read More