Request a demo

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.
Sign up
Logo frame
Logo frame
Logo frame
Logo frame
Logo frame
Logo frame
features

Real results across our network

Measurable performance and growth across financial institutions using FMSI
Talk to a branch performance expert
0 M+
Appointments booked across FMSI clients
+ 0 %
YoY growth Despite market maturity
~ 0 %
Bookings on primary channel
0 %
Growth by leading clients using multi-channel strategies
features

Capture & Convert Demand

Turn customer intent from every channel into structured, high-value appointments
Schedule a quick intro
features

Engage & Optimize Experiences

Deliver seamless interactions and continuously improve performance
Request a demo

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.

View all Integrations
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.
Book a Demo
features

Frequently asked questions

Everything you need to know about the product and billing.
See FMSI in action
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.

Request a demo

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

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.