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Branch Intelligence Resources for Banking Leaders

Resources

Ideas and Insights For Smarter Financial Institutions

Explore practical guidance for branch transformation, customer experience, and workspace management

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What’s Booking Your Appointments in 2027?

As 2027 budgets take shape, ask your team a simple question: is a phone call and a shared calendar running

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Meet FMSI at the ACU Ops & Tech Conference 2026

Las Vegas is about to fill up with credit union operations, technology, and member experience leaders, and FMSI will be

How Prepared Branch Staff Drive 3x More Cross-Sell
Prepared branch staff don't need to sell harder. They need the capacity to sell at all. Here's how demand-based scheduling,
Regulatory roundup 2026
Regulatory Roundup July 2026

What Changed for Community Banks and Credit Unions This Month A roundup of the news worth your attention from NCUA,

The Future of Bank Branches
For twenty years, the story about the future of bank branches has been a countdown to zero. Digital would win,
The Virtual Queueing Solution, Explained: How Virtual Lines Cut Walk-Outs and Complaints

A customer walks into your branch to open a business account. Three people are ahead of them, nobody has said

Branch Analytics: 33 Metrics banks Should Track
Branch Analytics Guide: 33 Metrics Every Bank Ops Leader Should Track
Branch analytics is the practice of collecting, measuring, and acting on data from your branch network: foot traffic, wait times,
AI in the Branch, Minus the Hype: Where It Earns Its Keep
AI is now everywhere in banking technology, but not every claim deserves a budget. This article explains where AI is
Overstaffed or understaffed?
Overstaffed or Understaffed? Fix Branch Coverage Using Bank Scheduling Software, Queue, and Appointment Data
Most branch coverage problems are not staffing problems. They are visibility problems. Bank scheduling software fixes that by using queue
two women smiling at each other with text overlay
What’s Booking Your Appointments in 2027?

As 2027 budgets take shape, ask your team a simple question: is a phone call and a shared calendar running

two people shaking hands text overlay
Meet FMSI at the ACU Ops & Tech Conference 2026

Las Vegas is about to fill up with credit union operations, technology, and member experience leaders, and FMSI will be

How Prepared Branch Staff Drive 3x More Cross-Sell
Prepared branch staff don't need to sell harder. They need the capacity to sell at all. Here's how demand-based scheduling,
Regulatory roundup 2026
Regulatory Roundup July 2026

What Changed for Community Banks and Credit Unions This Month A roundup of the news worth your attention from NCUA,

The Future of Bank Branches
For twenty years, the story about the future of bank branches has been a countdown to zero. Digital would win,
The Virtual Queueing Solution, Explained: How Virtual Lines Cut Walk-Outs and Complaints

A customer walks into your branch to open a business account. Three people are ahead of them, nobody has said

Branch Analytics: 33 Metrics banks Should Track
Branch Analytics Guide: 33 Metrics Every Bank Ops Leader Should Track
Branch analytics is the practice of collecting, measuring, and acting on data from your branch network: foot traffic, wait times,
AI in the Branch, Minus the Hype: Where It Earns Its Keep
AI is now everywhere in banking technology, but not every claim deserves a budget. This article explains where AI is
Overstaffed or understaffed?
Overstaffed or Understaffed? Fix Branch Coverage Using Bank Scheduling Software, Queue, and Appointment Data
Most branch coverage problems are not staffing problems. They are visibility problems. Bank scheduling software fixes that by using queue
Bulldog Federal Credit Union Partners with FMSI to Modernize Branch Experience
FMSI, a provider of branch workforce management and lobby optimization solutions for financial institutions, today announced a new partnership with
FMSI and Posh Announce Strategic Partnership
FMSI and Posh Announce Strategic Partnership to Transform Banking with Conversational AI
New Hire – FMSI Welcomes Jacob Reeves as General Manager
FMSI is pleased to announce the appointment of Jacob Reeves as General Manager. Jacob joins FMSI with a strong track
New FMSI Team Member Announcement
We’re thrilled to welcome Jennifer Buehler-Mahoney to FMSI as our newest Account Executive. With experience serving banks and credit unions
FMSI Launches New Brand and Website 
After years of quiet refinement and strategic build-up, FMSI is making its boldest move yet. The company has rebranded and
The Top 10 Strategic Challenges Facing Banks and Credit Unions in 2026

Thanks for your interest in FMSI’s Top 10 Strategic Challenges Facing Banks and Credit Unions in 2026. Discover the top

How Triangle Credit Union Built a Predictable Branch Experience: A Case Study in Appointment-Driven Banking

Thanks for your interest in How Triangle Credit Union Built a Predictable Branch Experience. See how Triangle Credit Union eliminated

The Branch Value Gap

Thanks for your interest in FMSI’s The Branch Value Gap. This resource was created to help banks and credit unions

State of the Industry Report 2026

Thanks for your interest in FMSI’s State of the Industry Report 2026. This resource was created to help banks and

The FMSI Podcast Episode 1