FMSI helps community banks compete on the thing megabanks can’t replicate, the RelationshipOS, a personal, prepared, locally-run branch experience, across appointments, lobby management, scheduling and analytics.
Community banks compete on trust and service, but rising customer expectations and operational pressure are making delivery more complex
Poor in-branch experiences remain a leading driver of churn.
FMSI connects appointments, lobby traffic, staffing, and analytics into one unified platform, giving banks full visibility and control over branch performance
When branches run smarter, the numbers follow for customers, staff, and the bottom line
Give every customer the consistent, prepared service your community bank brand depends on, and give your branch leaders the data to defend the cost of running it.
Everything you need to know about the product and billing
FMSI integrates with most major credit union core banking platforms and digital banking providers through a combination of REST APIs, SAML 2.0 single sign-on, and standard middleware connections.
Confirmed identity and SSO integrations include Okta, PingIdentity, Microsoft Entra ID and Microsoft AD; calendaring is integrated with Google Calendar (including Reserve with Google) and Microsoft Outlook; and Salesforce is supported for CRM workflows.
For your core banking and online banking systems specifically, FMSI’s implementation team works with your IT group during onboarding to map the data flows you need, typically appointment context, member identification and lobby check-in data, rather than requiring a one-size-fits-all integration.
Our implementation experts establish the platform based on your specifications, help your IT team change the necessary components on your website and branches, and train your staff on the best way to maximize the platform.
Completely implementation typically takes between 4-6 weeks. We move at your speed and can meet as little or as often as needed to ensure your team is trained, the systems are in place, and your institution is set up for success.
Yes. FMSI is structured as a modular suite, and credit unions commonly start with one or two products, most often Appointments or Lobby Management, and add the rest as their branch programme matures.
Every credit union on FMSI is assigned a named customer success contact for the life of the engagement.
Initial training is delivered in two tracks: a branch operations track for managers and frontline staff covering lobby check-in, appointment management and daily reporting, and an administrative track for IT and operations leaders covering configuration, integrations and analytics.
After go-live, FMSI provides on-demand training videos in its knowledge base, monthly product webinars, and an in-region support team. Branch manager retraining is offered as part of the annual subscription, which helps credit unions absorb the normal staff turnover that occurs at the branch level.
Absolutely. Our team tailors quotes to the specifications of your institution to ensure you get maximum value for the right price.
Ready to turn your branch into a revenue engine? Let’s talk.
