Who We Help

FMSI supports the people behind every financial institution who make decisions, manage teams, and keep systems running.

Purpose Built for Banks and Credit Unions

We work with financial institutions of all sizes that want to modernize their branch experience.

Credit Unions

Looking to improve service quality and staff utilization across locations.

Community Banks

Aiming to streamline operations and boost in-branch performance.

Regional Banks

Focused on digitizing customer interactions and staffing strategies.

How We Help

We help financial institutions improve how they plan, manage and deliver branch services at every level

C-Level Executives

Your challenges

Making branch operations more cost-effective
Understanding performance across multiple locations
Aligning staffing with demand while maximizing ROI

C-Level Executives

FMSI OneCX gives you complete visibility across every location so you can make informed decisions and measure impact in real time. With tools that benchmark performance, track staffing efficiency, and monitor customer engagement, you’ll have the data to support strategic choices and justify operational investments.

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Branch Managers

Your challenges

Managing customer experience and staff performance
Balancing walk-ins with appointments
Maintaining operational efficiency across peak and quiet periods

Branch Managers

FMSI OneCX helps you stay on top of daily operations without being buried in admin. Manage queues, appointments, and staff availability from a single platform. With clear dashboards and real-time alerts, you can coach your team more effectively and ensure consistent service even during high-traffic times.

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IT & Digital Leaders

Your challenges

Replacing disconnected legacy systems
Ensuring secure, scalable integrations with existing infrastructure
Supporting digital transformation across the branch network

IT & Digital Leaders

FMSI OneCX is secure, API-first, and designed to integrate with your existing stack. From core banking systems to CRM platforms, we make it easy to connect and scale across your organization. You can manage user access, ensure compliance, and reduce support overhead with a modern, unified solution.

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