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FMSI Releases New Universal Employee Component to its Popular Branch Staff Scheduling Software

April 23, 2014

FMSI today unveiled a new universal employee forecasting and scheduling capability—the latest enhancement for its industry leading Branch Staff Reporting and Scheduling System.  The enhancement fully supports institutions with partial or fully implemented universal employee scheduling models—providing detailed forecasts, including all types of interactions, for optimally scheduling their branch network to actual account holder traffic.
“We are constantly seeking feedback from our clients,and many of them have been asking for a universal employee scheduling solution,” says W. Michael Scott, President/CEO of FMSI.  “With sizable staff reductions over the past few years, and challenging profit expectations, many financial institutions are turning to innovative and more efficient approaches, like utilizing cross-trained employees who can seamlessly be plugged in when and where they are needed in the branch.  Our software as a service solution now schedules universal employees in the lobby, teller line, or open floor (aka pod/tower setting) based on forecasted demand—helping institutions optimize their universal staff members.”

FMSI’s scheduling solution is a web-based system that creates optimum work schedules—matching employee work preferences with account-holder traffic patterns at the branch, based on the analysis of historic and forecasted transactions from the institution’s core system.  The FMSI scheduler provides:

  • Full branch scheduling (now including universal employees)
  • Better cross utilization of employees within the branch
  • Payroll-based scheduling to need and tasks, plus idle time identified
  • User-defined rotations, including fair distribution of “less desirable shifts”
  • More robust task assignments
  • Enhanced resource exchange sharing (float pool management)
  • Smart-phone compatibility, so your employees can retrieve their schedules on their phones

“Every institution has a unique approach when it comes to universal employee scheduling,” Scott adds. “Some of our clients have branches with only universal employees, while others have mixes of tellers, lobby representatives, and other roles.  With this in mind, we made sure our new universal employee model wasflexible, giving it the capability to specify cross-trained workers in almost any role.  An employee can work as a greeter, a teller, a lobby representative, or any combination of volume and non-volume roles throughout the day, and the scheduling engine will schedule them based on the need.”

About FMSI’s Branch Staff Reporting and Scheduling System

FMSI’s Branch Staff Reporting and Scheduling System addresses the concerns of today’s financial institutions: managing and minimizing labor expenses while improving service levels in the branches.  Through the collection and then analysis of front-line staff transaction data from an institution’s core system, the FMSI solution 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, it provides an automated scheduling process through a web-based scheduling engine that utilizes individual branch-specific interaction data to forecast and align the right number of front-line staff at the right times—resulting in the right-sizing of branch labor through optimal scheduling.

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 Branch Staff Reporting and Scheduling System, 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 applications give banks and credit unions the ability to manage staff through easy-to-read color graphics, online interactive dashboards and succinct management reports, like workforce utilization charts. 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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