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IU Credit Union Selects FMSI’s Omnix Lobby Tracker® to Overhaul Member Lobby Sign-in Process and Improve Reporting

July 14, 2016

FMSI, a leading branch software provider for banks and credit unions, announced today that IU Credit Union has adopted its Omnix Lobby Tracker®.  The $874 million Indiana-based financial institution with 11 locations can now offer a more streamlined member sign-in process, and improve their lobby service reporting capabilities.

“Due to its many limitations, we were not satisfied with our member lobby sign-in process, that involved a lot of manual processes, including a paper and clipboard,” says Julie Ragsdale, Vice President, CAO, IU Credit Union. “FMSI’s lobby management software offers our membership privacy and a more streamlined branch experience.  Additionally, it helps our branch staff to clearly identify who is next in the queue and what service is needed, and assists them in identifying scheduling and staffing needs.”

The FMSI Omnix Lobby Tracker® 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, FMSI’s sophisticated application is transforming how financial institutions are managing their lobbies.

“We selected FMSI because of the intuitive nature of the system, which makes it easy to use, and also because of the robust reporting features,” says Ragsdale. “The solution’s performance management tools will help us determine quantifiable service information, such as how we are spending time with our members, and abandonment rate metrics—allowing us to follow-up with members who left unassisted.”

“Without the right business intelligence, most financial institutions are not equipped to make a thorough evaluation of lobby performance levels,” says W. Michael Scott, CEO/Chairman 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 IU Credit Union

Based in Bloomington, IN, IU Credit Union is a full-service, nonprofit financial institution with 64,000 members.  Established in 1956, IU Credit Union offers a full range of financial services for individuals and business owners.  For more information, visit

About FMSI 

Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, software-as-a-service solutions including: Omnix Staff Scheduler™, Omnix Interactive Dashboard™, Omnix Performance Analytics™, Omnix Appointment Concierge™ and Omnix Lobby Tracker®. 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. You can also quickly estimate your savings with FMSI’s Efficiency Calculator at

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