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Appointment Scheduling Software for Banks & Credit Unions

Turn Questions Into Conversations

Powerful, self-serve product and growth analytics to help you convert, engage, and retain more.
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features

Real results across our network

Measurable performance and growth across financial institutions using FMSI
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0 M+

Appointments booked
across FMSI clients

+ 0 %

YoY growth
despite market maturity

~ 0 %

Bookings on client’s primary channel

0 %

Growth by clients using multi-channel strategies

features

Capture & Convert Demand

Turn customer intent from every channel into structured, high-value appointments
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features

Engage & Optimize Experiences

Deliver seamless interactions and continuously improve performance
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Built For Your Ecosystem

FMSI Appointments integrates seamlessly into your existing digital environment with rapid deployment and white-label customization. Launch quickly on your website or mobile app while maintaining full brand consistency and control.

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Turn data into decisions

Reduce No-shows and Operational Inefficiency

Capture demand at the moment of intent, boost conversion on high-value services, and turn scheduling into a measurable revenue channel.
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features

Frequently asked questions

Everything you need to know about the product and billing.
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How do customers book appointments?
Customers can schedule appointments digital channels, phone, or in person, giving them flexibility and control over their experience.
Yes, the system automatically assigns appointments based on employee skills, availability, and service requirements.
Automated reminders via email, text, and calendar invites help ensure customers attend scheduled appointments.
FMSI Appointments is a white-label solution that can be branded and deployed within your existing digital channels.

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Ready to turn your branch into a revenue engine? Let’s talk. 

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.

Integrations

FMSI currently integrates with the following 3rd party applications:
  • Google Calendar
  • Reserve with Google
  • Microsoft Teams
  • Okta
  • WebEx
  • reCAPTCHA
  • Google Tag Manager
  • Salesforce
  • Microsoft AD
  • PingIdentity
  • GoToMeeting
  • SAML 2.0 authentication
  • Gmail
  • Microsoft Outlook
  • Microsoft Entra ID
  • Zoom
  • iFrame embeds
  • LPL Financial

Looking for something else? With FMSI’s REST API, you can build the custom workflows that your institution needs.