FMSI today unveiled
a new branch appointment scheduling application made specifically for banks and
credit unions—Appointment Concierge™—the latest addition to its industry
leading Omnix branch performance improvement technology suite. The sophisticated web
appointment software allows account holders to easily schedule a branch
appointment through an institution’s website, or mobile banking application—and
provides detailed business intelligence about the branch environment.
“We are constantly seeking
feedback from our clients, and many of them
have been asking for an appointment scheduling software for their branch
environments,” says W. Michael Scott, President/CEO of FMSI. “With rising competition over the past few
years, and challenging profit expectations, many financial institutions are
turning to innovative and more effective approaches, like utilizing appointment
setting technology to maximize the branch investment. Our new software as a service solution improves
three critical performance areas in the branch—sales, service and employee
productivity.”
Mobile Appointment Software for Banks:
- Understand each of the individual employee’s availability and skill
sets, making sure to schedule the appointment with the right person at the
right time.
- Eliminate the frustration associated with missed meetings (often
caused by lobby abandons due to long waits)
- Automate the administrative booking process, saving staff and
account holders valuable time
- Optimizes staff productivity by ensuring their idle time is filled
with account holder facing activity
“Every institution has a unique approach when it comes to understanding
exactly what is going on in their branch environment,” Scott adds. “Some utilize
elaborate CRM systems, while others rely on anecdotal insights from their
branch management. One common theme we
have heard from many of our clients is they would like more information to help
them run their branches, and Omnix Appointment Concierge™ provides detailed
business intelligence to help them make more informed staffing and marketing
decisions.”
About FMSI’s Omnix
Appointment Concierge™
FMSI’s Omnix Appointment Concierge™ addresses the
concerns of today’s financial institutions: improving service and sales levels
in the branch while managing and minimizing labor expenses. Through sophisticated software as a service
technology, FMSI’s new branch appointment scheduling solution enables account
holders to easily schedule appointments for their branch visits, allowing them
to avoid long lobby wait times and ensures the employee with the right skill
set will be assisting them.
FMSI Appointment Scheduling Software:
- Sends out confirmation and reminder
text/emails
- Handles smart phone, online, phone, and
in-branch appointment requests
- Automatically assigns appointments to the
most proficient staff members first
- Provides operational insight into staff
members and resource planning
- Interacts with popular calendar
applications, including Microsoft Outlook and Gmail
Along with providing detailed operational and marketing
insights, Omnix Appointment Concierge™ also integrates seamlessly with FMSI’s
Omnix Lobby Tracker™, allowing for the account holder experience to continue to
be captured through their entire branch visit.
Demos are available upon request.
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 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 http://www.fmsi.com 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 http://www.fmsi.com/calculator/