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Superior Choice Credit Union Selects FMSI’s Branch Scheduler and Reporting Solution to Bring Consistency Across its Growing Branch Network

February 27, 2014

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today Superior Choice Credit Union (SCCU) has adopted FMSI’s branch scheduler and reporting solution.  The $252 million Wisconsin-based financial institution will use the FMSI staff management system to bring operational consistency across is 5 retail branch locations.

“Our asset size has doubled in the last nine years, and our staffing and scheduling need has outgrown our approach, says Nathan TePoel VP of Branch Operations at SCCU.  “FMSI’s employee scheduler helps us put the right number of front-line staff at the right place at the right time.  This more systematic way of scheduling will help to ensure we are utilizing our front-line employees to their full capacity, and in-turn control our expenses.”

FMSI’s branch staff scheduler and reporting 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, FMSI’s solution quickly empowers management teams with easy-to-read and actionable business intelligence.

“We are excited to start taking advantage of the precise employee downtime information the FMSI system will provide,” adds TePoel.  “We plan on using this data to proactively assign employee cross-selling and service training during the forecasted idle time of our staff.  The FMSI’s branch staff scheduler makes this whole process seamless for our managers and our front-line staff.”

“Maintaining branch 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 Superior Choice Credit Union
A strong community partner since 1932, SCCU offers a full range of products and services. As a financial cooperative, SCCU gives back its profits to its members each and every year.  For more information, visit

About Financial Management Solutions, Inc. (FMSI)
Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, business intelligence systems – Branch Staff Reporting and Scheduler, 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’s smart scheduling application gives banks and credit unions the ability to optimally 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, including a workforce optimization comparative data benchmarking report that allows clients to see where they rank amongst their industry peers. 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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