FMSI builds technology that helps banks and credit unions run smarter branches.
Our FMSI Unified Platform, combines appointment scheduling, lobby management, staffing analytics, and scheduling tools into one integrated solution.
We’ve been serving financial institutions for over two decades. Our tools are used by organizations across North America to reduce lobby wait times, streamline operations, and create better customer experiences. We work with forward-thinking teams who want real results, not more complexity.
• We focus exclusively on financial institutions
• We work closely with you to understand your operational challenges
• We build tools that are intuitive, practical, and fast to implement
• We believe in ongoing support and customer success
Sean Wright
VP Operations
Travis Gollaher
VP Customer Success
Richard Huey
VP Engineering
Ryanne Mayers
Head of Product
of banking focus
from cross-sell
The FMSI OneCX Platform brings together everything you need to manage appointments, lobby traffic, analytics, and staff scheduling, all built specifically for financial institutions.
Whether you’re solving for a single branch or an entire network, our tools work together to streamline operations and improve your customers’ experience.
Want to see how FMSI could work for your organization?
We’ll walk you through a live demo tailored to your goals.
FMSI
6995 S Union Park Center, Ste 340
Cottonwood Heights, Utah 84047
sales@fmsi.com
©2025 FMSI – Financial Management Software, Inc.
