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Bank and Credit Union Vendors FMSI and FI Strategies, LLC Announce New Partnership

June 27, 2012

Alpharetta, GA — (June 2012)—FMSI, provider of business intelligence solutions for banks and credit unions, announced today a unique and strategic partnership with FI Strategies, LLC.  By coaching financial institutions to operate more efficiently, the St. Louis based financial services consulting firm offers a natural extension to the FMSI workforce optimization reporting and scheduling solutions.

“FMSI’s Teller Management SystemTM (TMS), Lobby Tracking SystemTM (LTS), and ContactCenter Management SystemTM (CMS) provide financial institutions with powerful insights,” explains Denny Graham President / CEO of FI Strategies, LLC.  “We are then able to take this great information and guide our clients step-by-step to help them turn it into actionable cost savings—through our expert coaching involving teaching their managers how to find cost savings!”

FMSI’s flagship product, TMS, schedules tellers based on forecasted transaction volumes, thus helping banks and credit unions gain better control of labor costs while increasingservice levels.

“More than ever senior level managers are being bogged down by an overwhelming number of initiatives,” adds Graham.  “This surmounting work-load makes it very difficult to prioritize an operating efficiencies initiative. With our involvement efficiency programs are launched and we teach their operating managers how to analyze their workflow and production, then report efficiencies gained to senior management.  It is amazing what efficiencies front line managers can find when they are given simple tools and some training.”

The new FMSI and FI Strategies, LLC partnership addresses the true ongoing costs of out-of-date financial institution process inefficiencies, which can often be alarming for management teams—especially those struggling to improve the financial stability of their organizations.

“Without accurate information and processes in place, most financial institutions are not equipped to make a proper evaluation,” says W. Michael Scott, President/CEO of FMSI.  “With more than 20 years of experience helping banks and credit unions improve the productivity of their staff, our unique solutions for measuring and forecasting transaction volumes regularly reveal areas for better service and increased productivity.  We are excited to now have a trusted partner, in FI Strategies, LLC, that can take the business intelligence we provide and help our clients maximize the potential cost savings with their innovative consultative approach.  I personally have worked with many consulting firms and I am most impressed with the ethics, professionalism, and joint concern for client’s improvements opportunities that FI Strategies, LLC presents in their approach and follow up.  We are proud to partner with them.”

About FI Strategies, LLC
The goal of FI Strategies, LLC is to assist our bank and credit union clients to improve their overall results, often through strategic planning and improving their sales and service processes. Each client is unique so our solutions for each client are also unique.

Our approach to solution development is deliberate and detailed. We firmly believe in aiming before we fire! Through various analytic steps we begin by gaining a thorough understanding of your organization and, then craft the solution with you that has the greatest likelihood of complete success.  Visit the company’s website at or call 314-409-4798.

About Financial Management Solutions, Inc. (FMSI)
Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, business intelligence systems —The Teller Management System™ (TMS), The ContactCenter Management System™ (CMS), and the Lobby Tracking System™ (LTS)— that allow financial institutions to manage and staff to meet their service and sales needs.  FMSI gives banks and credit unions the ability to schedule their team throughout the branch network, and to manage staff through easy to read color graphics and succinct management reports.  FMSI provides performance management information, including comparative benchmarking reporting, exclusively to financial institutions of all sizes.  Visit the company’s website at or call 877.887.3022 to schedule a complimentary online demonstration of any of our products.

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