United Federal Credit Union Enhances their Lobby Experience with FMSI’s Lobby Tracking System (LTS)

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United Federal Credit Union has significantly enhanced their lobby experience by putting a solution in place that monitors lobby traffic flow and collects real-time product and service sales data - per branch and individual service representative.

Financial Management Solutions, Inc. (FMSI) is excited to announce its latest Lobby Tracking System™ (LTS) (http://ow.ly/1beTa) client, United Federal Credit Union (UFCU). After years of managing service representative’s (SR) schedules and individual performances through roughly estimated data, FMSI’s LTS solution will now allow UFCU to make more informed decisions with concrete real-time performance metrics. Fern Buckler, Director of Branch Operations for UFCU, described her excitement about the implementation of LTS by stating, “The Lobby Tracking System™ will help the credit union manage traffic more effectively, assists us in identifying and rewarding top performers and will enable us to provide more targeted coaching.”

Fern and UFCU have multiple specific goals for their LTS implementation including:

  • Capture data for products and services sold per branch and individual performances.
  • Collect data to establish average staff performances and then use for benchmarking purposes.
  • Identify the best times for their Assistant Managers to provide coaching.
  • Identify the best times for their Branch Managers to be out of the office.

Since October of 2007 UFCU has partnered with FMSI by utilizing The Teller Management System™ (TMS) (http://ow.ly/1bePt) , which is a specific solution for managing the branch teller operations. They have had great success with this tool by increasing their productivity and improving their member service experience. Fern has been very impressed with FMSI’s Client Services team over the past couple of years and describes them as, “An extremely knowledgeable group that is very responsive. I always get a call back the same day I reach out to them.”

About United Federal Credit Union
United Federal Credit Union, which is headquartered in St. Joseph, Michigan, serves more than 95,000 members worldwide. With assets in excess of $1.1 billion, the credit union provides full service financial products through the Member Solution Center and twenty branch locations in Michigan, Arkansas, Nevada, North Carolina, and Ohio.

About Financial Management Solutions, Inc. (FMSI)
Located in Atlanta, GA and established in 1990 FMSI provides easy-to-use, yet sophisticated, systems – The Teller Management System™ (TMS) and The Lobby Tracking System™ (LTS) – that allows you to manage and staff to meet service and sales needs like never before. We offer you the ability to schedule your team throughout your branch network, and to manage them through easy to read color graphics and succinct management reports.

FMSI helps enhance performance management information exclusively with financial institutions of all sizes throughout the United States. Visit the company’s Web site at http://www.fmsi.com or call 877.887.3022. To schedule a complimentary online demonstration of The Lobby Tracking System™, click here http://ow.ly/1beRA.

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