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AltaOne Federal Credit Union Selects FMSI to Increase Efficiency

July 24, 2014

FMSI, a provider of staff scheduling and reporting solutions for banks and credit unions, announced today AltaOne Federal Credit Union has adopted both FMSI’s branch scheduler and reporting solution and its Lobby Tracking SystemTM.  The $580 million California-based financial institution will use the FMSI systems toincrease efficiency and member engagement across its twelve retail branch locations.

“In an effort to update an antiquated system, we were looking for technology-driven solutions that could bettercapture employee performance, and automatically prepare accurate ongoing reports,” says Beverly Wagner, VP of Member Service at AltaOne Federal Credit Union.  “FMSI’s branch scheduler and reporting solution and its Lobby Tracking SystemTM seamlessly puts together critical performance trending information, allowing us todrive specific employee behaviors that optimally lead to an increase in efficiencies and member engagement.”

FMSI’s Branch Staff Scheduler and Reporting System™ addresses the concerns of today’s financial institutions: keeping down expenses while improving service levels and sales in the branches. Through the collection and then preparation of front-line staff transaction data from an institution’s core system, FMSI’s solution quickly empowers management teams with easy-to-read and actionable business intelligence.

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.

“We will be eliminating much of the guesswork typically associated with managing our staff,” adds Wagner.  “We are looking forward to having a system in place that fully optimizes our branch employee performance, while improving member engagement.”

“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, more sales and increased productivity.”

About AltaOne Federal Credit Union
AltaOne Federal Credit Union was founded as the Naval Ordnance Test Station Federal Credit Union in 1947. For more than 65 years AltaOne’s strength and professionalism has led to growth that has reached an asset size of greater than $580 million and more than 50,000 members.  Learn more at

About FMSI
Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, business intelligence systems – the Branch Staff Scheduler and Reporting 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 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.  You can also quickly estimate your savings with FMSI’s Efficiency Calculator at

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