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Vermont Federal Credit Union Selects FMSI’s Teller Management System™ to Improve Member Service and Branch Staff Scheduling Process

June 6, 2013

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Vermont Federal Credit Union (Vermont FCU) has adopted FMSI’s Teller Management System™ (TMS).  The $385 million Vermont-based financial institution will improve member service by aligning the right number of branch staff during peak account holder transaction times, and will also turn a laborious manual scheduling process into a more streamlined and automated approach.

“Before talking with FMSI, we were not using forecasted teller transactions to help us determine the right number of staff at the right times in our branches, “says Tom Crapo, Senior Vice President of Operations at Vermont Federal Credit Union. “FMSI’s Teller Management SystemTM helps us leverage our transaction activity, pulled from our core system, to predict the busiest moments in our branches—allowing us to staff the right number of employees to best serve our members at peak-times.”

FMSI’s Teller Management System™ addresses the concerns of today’s financial institutions: keeping down expenses 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.

“FMSI’s solution also provides us with a more streamlined scheduling process,” adds Crapo.  “By simplifying  our staff scheduling process, the sophisticated FMSI system saves us a significant amount of time, and also allows our managers to stay more focused on important branch sales and service intiatives.”

“Maintaining teller staffing at the ideal level to ensure customer satisfaction can sometimes be a very credit union specific decision,” says W. Michael Scott, President/CEO of FMSI. “Without accurate information, most financial institutions are not equipped to make a proper evaluation. 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.”

About Vermont Federal Credit Union

When we say local, we mean it – Vermont Federal Credit Union is a full-service, not-for-profit financial institution that has been dedicated to serving the needs of Vermonters for over 60 years. We are owned by our members so we’ll always be in Vermont.  Learn more at www.vermontfederal.org

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, online interactive dashboards, and succinct management reports. FMSI provides performance management information exclusively to financial institutions of all sizes. Visit the company’s website at http://www.fmsi.com or call 877.887.3022 to schedule a complimentary online demonstration of any of our products.

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