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Klein Bank Selects FMSI's Teller Management System™ to Improve Customer Service and Get More Out of Its Existing Teller Resource

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Klein Bank has adopted FMSI’s Teller Management System™ (TMS).  The $1.6 billion Minnesota-based financial institution will use the FMSI system to schedule its 19 branch locations to improve customer service and to maximize their teller resource, specifically when traffic levels are down.
“FMSI’s Teller Management SystemTM will help us schedule our branch network more intelligently, by allowing us to take into account each of our branch’s unique scheduling needs, all the way down to the hourly level,” says Matt Klein, President of Retail Banking at Klein Bank. “With this powerful information we will be able to  set specific performance goals for each branch’s unique activity levels and, subsequently, make positive strides toward maximizing the productivity of our existing teller resource while improving customer service.”

FMSI’s Teller Management System™ addresses the concerns of today’s financial institutions: keeping down expenses while improving service levels in the branches. Through the collection and then preparation of teller transaction data from an institution’s core system, TMS quickly empowers management teams with easy-to-read and actionable business intelligence.

“In addition, we are particularly interested in better managing our teller activities during transaction downtimes,” adds Klein.  “FMSI’s performance management information will help us determine our precise downtimes in the branch, during which we will proactively schedule our training sessions and other types of meetings.” 

“Maintaining teller staffing at the ideal level to ensure customer satisfaction can sometimes be a very bank specific decision,” says W. Michael Scott, President/CEO of FMSI. "Without accurate information, most financial institutions are not equipped to make a proper evaluation. With more than 20 years of experience helping banks and credit unions improve the productivity of their staff, our unique solutions for measuring and forecasting transaction volumes regularly reveal areas for better service and increased productivity."

About Klein Bank

At KleinBank, building long-term, values-based relationships is the cornerstone of our success. As a community bank, one of KleinBank’s key characteristics is local management with customer accessibility to decision makers. We understand how important it is for customers to have easy access to their banker for resources and information. This has always been important and is especially true in today’s challenging economy. We invite you to visit with us any time for strategies and ideas that will help you succeed today and in the years to come. With our knowledge, experience, and broad product line, we can provide you with the best financial solutions.  Learn more at

About Financial Management Solutions, Inc. (FMSI)

Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, business intelligence systems - The Teller Management System™(TMS), The ContactCenter Management System™ (CMS), and the Lobby Tracking System™ (LTS)—that allow financial institutions to manage and staff to meet their service and sales needs. 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.comor call 877.887.3022 to schedule a complimentary online demonstration of any of our products.