FMSI gives financial institutions the tools to make data-driven decisions, improve service, and manage branches more effectively.
Introducing FMSI OneCX, an integrated platform that empowers banks and credit unions to improve branch operations, customer experience, and workforce efficiency.
FMSI OneCX consists of four key products that work seamlessly together.
Let customers schedule appointments across channels: online, mobile, or in-branch. Improve efficiency and predictability by matching customers with the right staff at the right time.
Key Features
How it helps
FMSI Appointments helps you manage high-value interactions more efficiently. Reduce lobby congestion, lower no-show rates, and ensure the right staff are available for every customer need. With clear scheduling insights, you’ll gain better control over branch traffic and customer flow.
Monitor customer flow, reduce wait times, and allocate resources dynamically. Staff can be notified of long queues, while managers get full visibility into their branch performance.
Key Features
How it helps
FMSI Lobby gives you real-time control over the customer experience.
You can reduce wait times, prioritize service based on need, and help
branch staff stay productive and focused. Managers can make on-the-fly decisions to improve the flow and get immediate feedback on service levels.
FMSI Analytics brings together operational and workforce data to forecast staffing needs and provide actionable visualizations. Track performance by staff, branch, or region and identify trends over time.
Key Features
How it helps
FMSI Analytics helps your leadership and management teams understand optimal staffing levels and where opportunities exist to improve operations.
Whether you’re comparing branches or reviewing staff productivity, the data is clear and actionable. It’s your foundation for smarter decisions and continuous improvement.
Create and manage optimised schedules based on branch traffic patterns, employee availability, and role requirements. Syncs with core transactional data and sales & service volume captured from FMSI Lobby (or alternate data sources).
Key Features
How it helps
FMSI Staff Scheduler lets you match the right people to the right hours, every day. Say goodbye to overstaffing, understaffing, and inefficient shift coverage. It’s a tool that helps you create better, faster schedules without the guesswork.
of banking focus
from cross-sell
Want to see how FMSI could work for your organisation?
We’ll walk you through a live demo tailored to your goals.
FMSI
6995 S Union Park Center, Ste 340
Cottonwood Heights, Utah 84047
sales@fmsi.com
©2025 FMSI – Financial Management Software, Inc.
