FMSI helps credit unions deliver more personal member service, more predictable staffing and more visibility into what happens in every branch, across appointments, lobby management, scheduling and analytics.
Credit unions are built around member relationships, but delivering consistent, high-quality service across branches is increasingly challenging
60%+ of members say experience is the primary reason they stay loyal to a financial institution (PwC).
Long wait times and inconsistent service are among the top drivers of dissatisfaction in branches.
FMSI helps credit unions create more connected, member-focused branch experiences by bringing appointments, lobby management, staffing, and analytics into one platform
Member relationships are the credit union model’s biggest asset. But across the movement, branch staffing, member expectations and channel complexity are making it harder to deliver the personal service members expect, and that retention depends on
FMSI connects appointments, lobby traffic, staffing and analytics into one platform, giving credit unions a single view of how members move through every branch, and what to change to serve them better.
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.
FMSI is built for the regulatory environment credit unions operate in.
The platform supports encryption of member data in transit and at rest, role-based access controls aligned to job function, single sign-on via SAML 2.0, and audit logging of user actions for examination support. Identity integrations with Okta, PingIdentity, Microsoft Entra ID and Microsoft AD allow you to apply the same access policies you already enforce across your institution, rather than introducing a parallel set.
The FMSI team supplies completed vendor due-diligence questionnaires, standardised and credit-union-specific formats, on request as part of the evaluation process.
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.
Because the four products share the same underlying data model, adding a module later does not require re-implementation: member records, staff profiles, branch configurations and historical activity already captured by FMSI flow into the new module automatically. This means a credit union can begin with a tightly-scoped pilot and scale the platform without a second integration project.
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.
Yes. FMSI pricing is structured to scale with institution size rather than as a single list price. The principal pricing factors are the number of branches in scope, the products selected from the suite, and the size of the staff user base. Credit unions of different asset sizes therefore see meaningfully different pricing for the same product mix.
The FMSI team prepares a tailored quote during the discovery phase of evaluation, and offers multi-year terms with predictable annual escalations for credit unions that want budget certainty.
Book a working session with our team to walk through the platform against your branch network and member experience goals.
