Skip to content

Independent Bank Selects FMSI for Reporting and Scheduling Tools

February 19, 2013

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Independent Bank has adopted FMSI’s Teller Management System™ (TMS).  The $1.7 billion, Texas-based community bank will install the system across all of its 30 locations.

Independent Bank will utilize TMS’s reporting and scheduling capabilities for both internal and external business intelligence. Wendy Hatfield, Senior Vice President of Operations appreciates how comprehensive and clear TMS reports and schedules are.

“The efficiency of our staff has always been strong at our bank and is one of the main reasons we are able to grow effectively,” Hatfield said. “However, we are continually looking for ways to improve and we believe the Teller Management System™ is yet another way we can make our customers’ experience even better.”

The Teller Management System™ schedules tellers based on forecasted transaction volumes. Before selecting FMSI, Independent Bank conducted efficiency research at its own bank and several of its competitors. Hatfield looks forward to gaining similar knowledge from the Teller Management System™ on a monthly basis. This research will be available to all branches and will provide fast analysis on what they do well, as well as highlight areas for improvement.

“The detailed big-picture reporting will help our staff manage toward more desirable goals and this scheduling system gives them a tool to achieve a higher performance,” Hatfield said.

W. Michael Scott, President/CEO of FMSI, said FMSI has more than 20 years of experience at developing meaningful business intelligence for banks.

“Our unique solutions for measuring and forecasting transaction volumes on a monthly basis serve as a tool to help average banks become great and help great banks become even better,” Scott said.

About Independent Bank
Headquartered in McKinney, TX, Independent Bank offers a unique alternative to large, impersonal banks. Staffed by over 330 knowledgeable and dedicated employees throughout north and central Texas, Independent Bank’s strength comes from the relationships its employees form with customers and the communities they serve.

Customers continue to appreciate the great personal service and quality financial products they receive. Consequently, Independent Bank was recently selected to The Dallas Morning News Top 100 Places to Work in DFW for the second straight year and the Dallas Business Journal’s Dallas 100 Fastest-Growing Private Companies.

Visit independent-bank.comfor more information.

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.  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.

No comments yet

Leave a Reply

%d bloggers like this: