As 2027 budgets take shape, ask your team a simple question: is a phone call and a shared calendar running your branch appointments, or a system built to do the job? That answer is quietly shaping your no-show rate right now. A missed appointment doesn’t just cost 30 minutes of an advisor’s time. It costs […]
Las Vegas is about to fill up with credit union operations, technology, and member experience leaders, and FMSI will be right there with them. We’re proud to be a sponsor of America’s Credit Unions’ Operations and Technology Councils’ Conference 2026, running September 21–24 at Caesars Palace. We’d love for you to stop by Booth 614 to […]