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White Papers

FMSI is the thought leader in workforce optimization for the financial services industry.  As a result, we understand exactly what it takes to be successful in this market.  Below are some of our white paper resources.  Search by keywords and topic category for white papers, case studies, and on-demand webinars in our resource library.

October 11, 2016
The FMSI Workforce Utilization Study is based on data from 10,000 financial services employees from over 1,000 branches across the United States. See detailed industry insights about teller workforce utilization practices in the retail branch environment.
September 15, 2016
Get the guidance data you need for determining and/or validating your S&B rates, when you download this White Paper from FMSI.
March 22, 2016
The FMSI Retail Branch Lobby Study is based on 780,000 Q3 2015 interactions on the platform side of the branch--from financial institutions all across North America. The interactions of the study include all types of service and sales exchanges between account holders and lobby employees.