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United Heritage Credit Union Selects FMSI’s Branch Scheduler and Reporting Solution to Maximize Branch Staff Productivity

May 28, 2014

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today United Heritage Credit Union (UHCU) has adopted FMSI’s branch scheduler and reporting solution.  The $775 million Texas-based financial institution will use the FMSI staff management system to maximize employee productivity across its 13 retail branch locations. 
“Due to the difficulty in manual tracking and the frustration associated with trying to predict future account holder traffic, we had nearly given up on our internal workforce optimization approach,” says Sebrina Crawford,Senior VP / Chief Operations Officer at UHCU.  “When we discovered FMSI’s employee scheduler, we found exactly what we were looking for—a system that helped us put the right number of front-line staff at the right place at the right time.  This more sophisticated scheduling approach will eliminate the guesswork out of our staffing process, resulting in significant labor cost savings.”
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.

“A feature of the FMSI solution we are especially looking forward to utilizing is its staff idle time identifier,” adds Crawford.  “After predicting exactly when each individual staff member will experience downtime, the FMSI system proactively assigns meaningful tasks during these specific times, like product and sales training.  This enhanced approach to branch employee management will improve our staff productivity.”
“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 25 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 United Heritage Credit Union

At UHCU, they approach banking at a personal level. They believe in handshakes, going the extra mile, and treating their members like people, not account numbers. They work tirelessly to help you manage your money and build the financial future you desire.  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 – 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’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 http://www.fmsi.comor call 877.887.3022 to schedule a complimentary online demonstration of any of our products.

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