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Jax Federal Credit Union Selects FMSI’s Lobby Tracking System to Help Improve Lobby Staff Productivity and Sales

April 24, 2014

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Jax Federal Credit Union (Jax) has adopted its Lobby Tracking System™ (LTS).  The $300 million Florida-based financial institution can now better track employee interactions with account holders and improve their focus on getting more sales.
“Without having any process in place to track our lobby activity, there are a lot of unanswered questions relating to lobby representative performance,” says Adam McGowan, VP of Branch Operations and Sales at Jax.  “FMSI’s solution streamlines and centralizes our lobby tracking capabilities, which allows us to betteranalyze all the interactions taking place on the platform side of the branch.  This valuable information will assist us in identifying inefficiencies and lead us to taking the appropriate steps to improve our transaction processes.”

The FMSI Lobby Tracking System™ helps banks and credit unions capture their branch pulse by tracking and measuring both the member experience and employee performance (with iPad and kiosk integration).  With over 25 unique service and sales reports including: employee productivity, account holder volume and cross-sell reports, LTS is transforming how financial institutions are managing their lobbies.

“FMSI’s solution will also help us move simpler service related tasks out of the lobby,” says McGowan.  “By quantifying the impact of handling too many service activities, the Lobby Tracking SystemTM will give our managers the extra motivation they need to educate our account holders about other more convenient avenues available to them, like the call center or one of our self-service technologies.  The goal is to spend more time serving members.”

“Without the right business intelligence, most financial institutions are not equipped to make a thorough evaluation of lobby performance levels,” says W. Michael Scott, President/CEO of FMSI.  “FMSI has more than 25 years of experience helping banks and credit unions improve the productivity of their staffs through meaningful business intelligence.  Our unique solutions for measuring lobby performance regularly reveal areas for better service, sales and productivity.”

About Jax Federal Credit Union
Jax Federal Credit Union has the same products and services as most banks, both large and small.  They describe the CU like the Goldilocks of banking… just right!  Jax FCU was founded in 1935 and serves over 30,000 members.  You can join Jax Federal Credit Union if you live, learn, work, or worship in the following Northeast Florida counties: Duval, Clay, Nassau, Baker, St. Johns Counties.  Learn more at
About Financial Management Solutions, Inc. (FMSI)

Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, software as-a-service-solution—a Branch-wide Staff Scheduler and Reporting System, the ContactCenter Management System™ (CMS), and the Lobby Tracking System™ (LTS)—that allow financial institutions to manage and schedule staff to meet their service and sales needs.

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