RelationshipOS

The Branch Operating System Built for Community Banks and Credit Unions

FMSI helps community banks and credit unions deliver more personal service, more predictable staffing and more visibility into every branch, across appointments, lobby management, scheduling and analytics.

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A woman checks in at a branch kiosk and sees a confirmation that her check-in is complete

Trusted by community banks and credit unions

Four Leaf Federal Credit Union Rally Credit Union VyStar Credit Union Vantage West Credit Union Wellby Financial EastRise Credit Union
One platform, built for both

Four products. One data model. Every branch.

FMSI connects appointments, lobby traffic, staffing and analytics in one platform, so you can see how every customer and member moves through every branch, and what to change to serve them better.

Appointment confirmation texts and a staff availability card

Appointment Scheduling

Connect people with the right staff and expertise, and cut no-shows with automated reminders.

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Lobby dashboard showing team assignments, a traffic heat map and people in queue

Lobby Management

Reduce lines and improve throughput with real-time visibility, for smoother, more predictable visits.

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Staffing alert showing only one staff member available for a high-demand service

Staff Scheduler

Align staffing with real demand to lift productivity while keeping service levels high.

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Analytics chart of new users by channel

Branch Analytics

Understand what drives engagement and performance, and connect digital activity to in-branch outcomes.

Explore Branch Analytics
For community banks

Branch Management Software Designed for Community Banks

Community banks compete on trust and service. FMSI helps you deliver what megabanks can’t replicate, a personal, prepared, locally run branch experience, and gives your branch leaders the data to defend the cost of running it.

Three bank specialists matched to customer questions by FMSI
70%+

of banking customers still use branches for complex interactions.

5–10%

revenue lift for banks that improve customer experience.

Up to 20%

lower cost-to-serve from improved branch efficiency.

Seven team members assigned to follow up on leads

Higher staff utilization

Traffic heat map predicting high branch activity

Shorter waits, fewer bottlenecks

Chart showing paid social drove the most new users

Digital activity tied to in-branch outcomes

Alert that lobby wait time is trending above target

Real-time visibility into branch performance

For credit unions

Credit Union Branch Management and Scheduling Software

Member relationships are the credit union model’s biggest asset. FMSI helps you deliver more personal member service, more predictable staffing and more visibility into every branch, so members get the experience they stay for.

A member asking about consolidating loans is matched with an accounts expert
60%+

of members say experience is the main reason they stay loyal to a financial institution.

Source: PwC

Higher retention

Credit unions that prioritize member experience see higher retention and product adoption.

Source: Deloitte

Top driver

Long waits and inconsistent service are among the leading causes of member dissatisfaction.

Text confirming a member’s meeting with a mortgage specialist

More personal member interactions

Staff member assigned to a branch lobby with daily hours

Staff aligned to member needs

Join queue prompt for a credit union branch

Reduced wait times

Traffic heat map predicting high branch activity

Better insight into branch and member activity

See how leading banks and credit unions use FMSI

Book a working session with our team to walk through the platform against your branch network and service goals, or just ask your questions before any sales conversation.

Get to know FMSI.

If you’d like to walk through the platform with our team, or simply ask the questions you have before any sales conversation, we’re happy to help.