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DFCU Financial Selects FMSI’s Omnix Appointment Concierge™ to Offer More Convenience for Its Members

FMSI, a leading branch software provider for banks and credit unions, announced today that DFCU Financial has adopted its Omnix Appointment Concierge™.  The $4 billion Michigan-based financial institution can now offer more convenience for its members with a new sophisticated branch appointment capability at their 28 locations.

“Thanks to places like car dealerships, people are getting accustomed to using retail appointment technology, and it’s only a matter of time before they expect this convenience from their financial institution,” says Keri Boyd, Executive Vice President, Retail Financial Services, DFCU Financial. “FMSI’s appointment solution offers our membership this convenient experience.  Not only does it help streamline the branch visit, but it also sends reminder alerts and custom messages to the members, informing them to bring any required documents for their appointment."

FMSI’s Omnix Appointment Concierge™ addresses two primary concerns of today’s financial institutions: improving service and sales in the branch.  Through sophisticated software as a service technology, FMSI’s white label branch appointment scheduling solution enables account holders to easily schedule appointments for their branch visits, allowing them to avoid long lobby wait times and ensures the employee with the right skill set will be assisting them.

"We’ve been utilizing FMSI’s lobby management solution for a number of years now, and we’re excited to roll-out the new appointment solution, which is a natural extension of their lobby technology,” says Boyd. “Along with tracking each member’s wait-time, assist time and product/service inquiries in real-time, we’ll now capture and aggregate all of the important appointment information—before they even step foot into the branch.  We’ll be able to better handle each interaction with this valuable data, by ensuring the right available staff member is automatically assigned to each opportunity.”

“With rising competition over the past few years, and challenging profit expectations, many financial institutions are turning to innovative and more effective approaches, like utilizing appointment setting technology to maximize the branch investment,” says Meredith Deen, President of FMSI. "Our software as a service solution improves three critical performance areas in the branch—sales, service and employee productivity."

About DFCU Financial

Headquartered in Dearborn, Michigan, our 28 full-service branches in the Detroit, Ann Arbor, Grand Rapids and Lansing areas are staffed by local financial experts uniquely qualified to help members and businesses achieve important financial milestones. Financial wellness builds strong communities. We’re committed to making a positive impact on the communities we serve, and who have supported us for more than 65 years.  Learn more at www.dfcufinancial.com.

About FMSI

Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, software-as-a-service solutions, including: Omnix Staff Scheduler™, Omnix Interactive Dashboard™, Omnix Performance Analytics™, Omnix Appointment Concierge™ and Omnix Lobby Tracker®. FMSI’s smart scheduling application gives banks and credit unions the ability to optimally schedule their team throughout the branch network and to manage staff through easy to read color graphics, online interactive dashboards, and succinct management reports. FMSI provides performance management information exclusively to financial institutions of all sizes, including a workforce optimization comparative data benchmarking report that allows clients to see where they rank amongst their industry peers. Visit the company's website at http://www.fmsi.com or call 877.887.3022 to schedule a complimentary online demonstration of any of our products. You can also quickly estimate your savings with FMSI’s Efficiency Calculator at http://www.fmsi.com/calculator/.