FMSI helps community banks and credit unions deliver more personal service, more predictable staffing and more visibility into every branch, across appointments, lobby management, scheduling and analytics.
Jump to your institution:
Trusted by community banks and credit unions
FMSI connects appointments, lobby traffic, staffing and analytics in one platform, so you can see how every customer and member moves through every branch, and what to change to serve them better.
Connect people with the right staff and expertise, and cut no-shows with automated reminders.
Explore Appointment Scheduling
Reduce lines and improve throughput with real-time visibility, for smoother, more predictable visits.
Explore Lobby Management
Align staffing with real demand to lift productivity while keeping service levels high.
Explore Staff Scheduler
Understand what drives engagement and performance, and connect digital activity to in-branch outcomes.
Explore Branch AnalyticsCommunity banks compete on trust and service. FMSI helps you deliver what megabanks can’t replicate, a personal, prepared, locally run branch experience, and gives your branch leaders the data to defend the cost of running it.

of banking customers still use branches for complex interactions.
revenue lift for banks that improve customer experience.
lower cost-to-serve from improved branch efficiency.




Member relationships are the credit union model’s biggest asset. FMSI helps you deliver more personal member service, more predictable staffing and more visibility into every branch, so members get the experience they stay for.

of members say experience is the main reason they stay loyal to a financial institution.
Source: PwC
Credit unions that prioritize member experience see higher retention and product adoption.
Source: Deloitte
Long waits and inconsistent service are among the leading causes of member dissatisfaction.




Book a working session with our team to walk through the platform against your branch network and service goals, or just ask your questions before any sales conversation.
If you’d like to walk through the platform with our team, or simply ask the questions you have before any sales conversation, we’re happy to help.