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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

Last year’s schedule won’t fit 2027. Build your branch staffing plan around real lobby traffic, in five steps.
Critical PHP flaws put bank and credit union websites at risk. Here’s what to do.
text overlay on a split colour background
Deposits are drifting to fintechs. Learn the three branch moments that help you keep the paycheck.
Home equity lending is surging, and the branch is where you win it. Read our four-step HELOC playbook.
men talking, banking scorecard on right, text title on left
Five branch efficiency metrics every manager should track, with real benchmarks from 140+ banks and credit unions.
people sitting at table in conversation, text on screen
In-person banking is a relationship advantage. See how RelationshipOS simplifies branch operations so staff can focus on members.
Branch Demand Is Changing, Staffing Isn't
Same branch, same schedule, wildly different demand. Here's why static staffing schedules keep failing, and what it actually takes to
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

Last year’s schedule won’t fit 2027. Build your branch staffing plan around real lobby traffic, in five steps.
Critical PHP flaws put bank and credit union websites at risk. Here’s what to do.
text overlay on a split colour background
Deposits are drifting to fintechs. Learn the three branch moments that help you keep the paycheck.
Home equity lending is surging, and the branch is where you win it. Read our four-step HELOC playbook.
men talking, banking scorecard on right, text title on left
Five branch efficiency metrics every manager should track, with real benchmarks from 140+ banks and credit unions.
people sitting at table in conversation, text on screen
In-person banking is a relationship advantage. See how RelationshipOS simplifies branch operations so staff can focus on members.
Branch Demand Is Changing, Staffing Isn't
Same branch, same schedule, wildly different demand. Here's why static staffing schedules keep failing, and what it actually takes to
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

What Happens When Branches Stop Guessing and Start Preparing

By Jacob Reeves, General Manager, FMSI A credit union we’ve worked with for the past five years sent over its

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