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Smarter Branch
Performance
Starts Here

Reduce wait times. Improve scheduling.
Understand every branch interaction.

The FMSI OneCX Platform brings together appointment scheduling, lobby management, analytics and workforce optimization, purpose-built for banks and credit unions. Whether you’re running one location or managing a nationwide network, we help you improve performance, reduce wait times, and serve your customers more effectively.

Built for financial institutions and backed by 20+ years of industry expertise.

SOLUTIONS

Discover the
FMSI OneCX Platform

Let customers easily schedule appointments online, over the phone, or in-branch. Improve customer satisfaction and manage branch traffic more effectively.

Track lobby activity in real-time, reduce wait times, and match customers with the right staff member for faster, better service.

Capture and visualize the data that matters most. Understand lobby performance, staffing efficiency, and sales outcomes with powerful analytics tools.

Align staff resources to actual branch demand. Create efficient, data-driven schedules that reduce costs and increase employee productivity.

Integrations

FMSI fits into your technology ecosystem with ease. Our flexible integrations and open APIs allow you to connect with the tools you already use, so you can deliver even better experiences across every channel.

Looking for something else? With FMSI’s REST API, you can build the custom workflows your institution needs.

Who We help

Whether you’re overseeing multiple branches, managing daily operations, or supporting digital transformation, FMSI OneCX is built for you. Our platform supports the people who keep modern banking running.

C-Level Executives

Get full visibility across branches and make faster, data-backed decisions.

Retail Banking Managers

Run your branch more efficiently with tools that support your team and your customers.

IT & Technical Teams

Secure, scalable, and API-ready. Integrate with your key systems without the friction.

C-Level Executives

Get full visibility across branches and make faster, data-backed decisions.

Retail Banking Managers

Run your branch more efficiently with tools that support your team and your customers.

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IT & Technical Teams

Secure, scalable, and API-ready. Integrate with your key systems without the friction.

EXPLORE OUR EXPERTISE

Our Value to You

Built in mind

Designed for financial services teams. Focused on solving real operational challenges.

Reduce wait time

Give your customers faster service with real-time lobby and queue management.

Optimized scheduling

Plan smarter. Schedule staff based on real demand and traffic patterns.

Opportunities

Track product conversations and increase cross-sell success.

Self-service

Empower customers to check in or book appointments on their own terms.

Top-performing

Measure and coach your team using clear, actionable performance data.

Fast implementation

Get up and running quickly with intuitive tools and guided onboarding.

Ongoing support

Support from a team that understands banking.

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more products

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Trusted by

You’re in good company.
FMSI OneCX is trusted by leading credit unions and banks across North America.

TESTIMONIALS

“Our use of these FMSI solutions was driven from a desire to create a better and more consistent member experience.”

Regional Branch Operations Manager

“With FMSI Appointments, everything flows much better. We can effectively track appointments and assign members to the right employees based on the request service."

Branch Operations Analyst

“FMSI Lobby has become a critical piece of our operating model and part of the reason we are able to achieve industry-leading member satisfaction scores.”