White PapersFMSI 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.
2013 Teller Line Study
For the past twenty years, FMSI has conducted a detailed annual study of the teller activities for the month of March as a benchmark. The study is a compilation of statistics from the branch environment in community banks and credit unions located in geographic regions ranging from Florida to Alaska.
Turning Big Data Into Smart Data
Learn practical real world examples of how your financial institution can better utilize its Big Data. This free FMSI White Paper introduces ways in which senior management teams can greatly benefit from Big Data.
Achieving World Class Service with Technology
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?
Using Industry Benchmarking to Maximize Teller Results
See how industry teller productivity benchmarking can play a vital role in your branch performance improvement process.
CFO White Paper: Leveraging Accessible Data for High Yield Results
In the current challenging economic climate, all financial institution CFOs are searching for ways to improve their bottom lines. This white paper provides CFOs with insights on how to create strategies to increase total shareholder and stakeholder value and improve financial efficiency through more readily available business intelligence tools
Part-Time Teller White Paper
Get a look at just how impactful not recruiting and retaining the right part-time tellers can be to your institution when you download this white paper from FMSI. Uncover insights for optimizing your teller productivity plus strategies for getting the most out of a part-time teller program.
Incentive Pay & Branch Culture
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 highlight of the study is a side-by-side productivity comparison for those institutions utilizing an incentive program and those that do not.
Lobby Management: The Last Frontier
The FMSI Retail Branch Lobby Study is based on 344,000 interactions taking place during the fourth quarter of 2011--on the platform side of the branch--from financial institutions all over the country. The interactions of the study include all types of service and sales exchanges between account holders and lobby employees.
FMSI Workforce Utilization Study
The FMSI Workforce Utilization Study White Paper 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. Get benchmarking data on actual teller performances. Learn about different strategic approaches from industry experts
The Impact of Federal Regulations on the Financial Services Industry
See the quantified monetary impact to the financial services industry by the Durbin Amendment and Regulation E Section 205 in detailed graphs and charts. With $65 billion at risk, the pressure is rising on financial institutions to maintain profitability. In this climate an organization must decrease expenses and increase its revenue.
Low Transaction Volume Branches: An Overlooked Opportunity
This white paper demonstrates how bank and credit union executive management has the opportunity to make decisions, supported by validated data, that can significantly improve the negative impacts that low volume branches are having on their retail branch networks. See eye-popping proprietary industry statistics about low volume branches and learn how to address this opportunity.
FMSI Annual Teller Line Study
The FMSI Teller Line white paper is based on a compilation of statistics, built off 18 years of proprietary data, from financial institutions all accross the country. The powerful information in this study reveals detailed industry insights about transaction efficiency trends in the retail branch environment - amongst other information, such as labor cost statistics. See how you can better control labor costs.
Bridging the Gap Between Teller Applications and Cash Handlers
Our strategic partner, Benchmark Technology Group, sponsored this educational white paper. Operational efficiencies at the branch level are crucial to the overall profitability of financial institutions. Even small gains yield significant results when implemented throughout the company. That's why financial institutions are showing unprecedented interest in teller assist units (TAUs) like cash recyclers and cash dispensers.
Ceto and Associates White Paper
A valued FMSI partner, Ceto and Associates specializes in developing solutions to provide financial institutions the ability to increase their profitability through the implementation of earning enhancement programs and the optimization of overall operational efficiencies. This white paper details their proprietary process.
ProfitVue by Curtis MarketWise
A valued FMSI partner, Curtis MarketWise develops compelling promotional strategies for financial institutions. Their dedicated staff will work closely with you to produce initiatives that will maximize your marketing dollars and increase your customer base. Learn more about their ProfitVue product by clicking on the above link.