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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.
June 23, 2016
Get key industry metrics around the effectiveness of a part-time teller program and learn how to improve part-time teller recruiting and retention.
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.
January 13, 2016
This complimentary white paper reviews the current and future state of the branch in detail and evaluates several different branch technologies—predicting how they are and can impact the future of branch banking.
September 29, 2015
This complimentary white paper will review ten examples from other industries that FIs can consider implementing to improve sales, service and productivity.
July 21, 2015
This complimentary white paper reviews five practices that can commonly hold financial institution branch performance back.
May 15, 2015
The complimentary FMSI 2015 Teller Line Study is a compilation of statistics from community banks and credit unions in geographic regions ranging from all across North America.
February 4, 2015
This complimentary white paper discusses the intricacies associated with millennials and the branch, including detailed research and unique branch data.
October 14, 2014
This white paper illustrates how bank and credit union executive management has the opportunity to make decisions, supported by validated data - that can significantly reduce the negative financial impacts that low volume branches are having on their branch networks.
May 30, 2014
The complimentary FMSI Universal Branch Associate white paper will serve as a road-map to those institutions looking for guidance on implementing a universal associate model.
July 12, 2013
Download the FMSI Affordable Care Part-Time Staffing Strategy White Paper to gain valuable insights on how to carefully manage the scheduling of part-time employees to prevent costly government penalties.
April 4, 2013
Learn practical real world examples of how your financial institution can better utilize its Big Data.
February 9, 2013
The complimentary FMSI Service White Paper aims to answer the question--Is there a way to improve branch service levels with a lean staffing approach, particularly by implementing technology?
October 7, 2012
See how industry teller productivity benchmarking can play a vital role in your branch performance improvement process. The free FMSI white paper provides senior level managers with insights around utilizing actionable branch performance business intelligence.
September 4, 2012
Deep-diving the top senior management performance business intelligence reports that drive improved staff performance and operational efficiency.
March 28, 2012
The FMSI Incentive Pay & Branch Culture White Paper features detailed variable compensation analysis based on 15 million teller transactions taking place at over 2,200 branches from financial institutions all over the country. The study spotlights the incentive programs at five different financial institutions.