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New Executive Dashboard Provides Interactive Graphical View of Teller Performance for FMSI’s Bank and Credit Union Customers

January 30, 2013


Alpharetta, GA., — (January 2013) — FMSI unveiled today a new executive online dashboard—the latest enhancement for their popular Teller Management System (TMS). The dashboard improves visibility of key business intelligence data by giving users a more succinct view of their most critical branch performance metrics in a graphical display. Users can now conveniently drill down from the interactive dashboard into more detailed productivity and service reports.

“We are constantly looking for product feedback from our community bank and credit union clients, and many of them were looking for an interactive electronic platform that allowed them to better navigate FMSI’s TMS reports,” says W. Michael Scott, President/CEO of FMSI. “Our new dashboard empowers them to more quickly and conveniently assess their critical branch productivity and service performance.”

The FMSI online dashboard is an interactive reporting tool that provides users with readily accessible branch business intelligence derived from FMSI’s forecasting, labor costs and transaction analysis engines.

  • Detailed summary views available in multiple data formats
  • A time navigator function allowing you to isolate specific months in real-time for further analysis
  • A geographic performance overview, which highlights the performance of each branch in an easy-to-read map of your area
  • User hierarchies

“While the readily accessible high level performance snapshots may get all the attention with this new enhancement, I have been equally impressed with the tool’s ability to allow users to interact with the data,” says Yvonne Holland, VP of Branch Operations at Global Credit Union. “It will be extremely helpful for our COO, CFO, CEO, as well as my branch managers to quickly review and analyze our TMS data, resulting in more bottom-line savings.”

About The Teller Management System™
FMSI’s Teller Management System™ addresses the concerns of today’s financial institutions: keeping down expense while improving service levels in the branches. Through the collection and then preparation of teller transaction data from an institution’s core system, TMS quickly empowers management teams with easy to read and actionable business intelligence. The system’s dynamic online dashboard and monthly reports include extensive performance management information including a ranking report that consists of peer productivity metrics—for industry benchmarking purposes. In addition, the system provides a more automated scheduling process through a web-based scheduling engine that utilizes teller transaction data to forecast and align the right number of tellers at the right times—resulting in a reduction of excess labor expense.

About Financial Management Solutions, Inc. (FMSI)
Located in suburban 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. As the industry experts, FMSI gives banks 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 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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