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Branch Intelligence Resources for Banking Leaders

Resources

Ideas and Insights For Smarter Financial Institutions

Explore practical guidance for branch transformation, customer experience, and workspace management

Branch Performance Management Framework For Community Banks

A branch performance management framework for community banks is the structured system of goals, metrics, governance, and tools that a

Bank Lobby Management Software: Self-Service Check-In-Kiosk vs QR vs Tablet
Self-service check-in is the first thing a customer touches when they walk into a branch, and it sets the tone
What Is the Definition of a Bank Branch in 2026?

  The role of the branch has changed. The definition should change with it. Here is what a bank branch

What Financial Institutions Can Do To Reduce Lines
Lines are the most visible sign of a branch under strain. A customer who walks in, sees a long queue,
Man checks into bank using virtual queue management app
Queue Management for Financial Institutions: Smart Systems to Improve Customer Flow

Queue management for financial institutions is the technology and operational practice that controls how every customer moves through a branch,

Moving Towards a Sales Culture With Appointments
Branch traffic has changed, but many banks and credit unions still operate as though every interaction is transactional. The reality
The Shift to In-Person. Is this the new baseline or a false positive?
For banks and credit unions, the return to in-person banking is creating a new operational challenge. After years of accelerating
Did AI Change the Way You Think About Staffing?
Artificial intelligence has quickly moved from boardroom discussion to practical business tool. For banks and credit unions, the conversation is
The Branch Is a Profit Center. Most Banks Still Run It Like a Cost.
Ask most boards how they see the branch network and the answer comes back in the language of overhead. Square
Branch Performance Management Framework For Community Banks

A branch performance management framework for community banks is the structured system of goals, metrics, governance, and tools that a

Bank Lobby Management Software: Self-Service Check-In-Kiosk vs QR vs Tablet
Self-service check-in is the first thing a customer touches when they walk into a branch, and it sets the tone
What Is the Definition of a Bank Branch in 2026?

  The role of the branch has changed. The definition should change with it. Here is what a bank branch

What Financial Institutions Can Do To Reduce Lines
Lines are the most visible sign of a branch under strain. A customer who walks in, sees a long queue,
Man checks into bank using virtual queue management app
Queue Management for Financial Institutions: Smart Systems to Improve Customer Flow

Queue management for financial institutions is the technology and operational practice that controls how every customer moves through a branch,

Moving Towards a Sales Culture With Appointments
Branch traffic has changed, but many banks and credit unions still operate as though every interaction is transactional. The reality
The Shift to In-Person. Is this the new baseline or a false positive?
For banks and credit unions, the return to in-person banking is creating a new operational challenge. After years of accelerating
Bulldog Federal Credit Union Partners with FMSI to Modernize Branch Experience
FMSI, a provider of branch workforce management and lobby optimization solutions for financial institutions, today announced a new partnership with
FMSI and Posh Announce Strategic Partnership
FMSI and Posh Announce Strategic Partnership to Transform Banking with Conversational AI
New Hire – FMSI Welcomes Jacob Reeves as General Manager
FMSI is pleased to announce the appointment of Jacob Reeves as General Manager. Jacob joins FMSI with a strong track
New FMSI Team Member Announcement
We’re thrilled to welcome Jennifer Buehler-Mahoney to FMSI as our newest Account Executive. With experience serving banks and credit unions
FMSI Launches New Brand and Website 
After years of quiet refinement and strategic build-up, FMSI is making its boldest move yet. The company has rebranded and
State of the Industry Report 2026

Thanks for your interest in FMSI’s State of the Industry Report 2026. This resource was created to help banks and

The FMSI Podcast Episode 1