Insight Credit Union Improves Staffing Efficiencies with FMSI’s Teller Management SystemTM (TMS)

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FMSI’s Teller Management System™ (TMS) allows Insight Credit Union to schedule tellers based on forecasted member transaction volumes and enhances their coaching opportunities. These significant improvements will allow Insight to gain better control of labor costs while increasing service levels.

Financial Management Solutions, Inc. (FMSI) is excited to announce its latest Teller Management System™ (TMS) client, Insight Credit Union. Based in Orlando, Insight Credit Union has 10 locations throughout Central Florida and serves over 57,000 members. Historically the credit union staffed their teller line by the number of available teller stations. FMSI’s TMS solution has transformed Insight Credit Union’s scheduling approach by allowing them to schedule tellers based on forecasted member transaction volumes.

The new scheduling method combined with improved coaching opportunities has allowed Insight Credit Union to gain better control of labor costs while increasing service levels. “The Teller Management SystemTM has enabled our Branch Managers to staff each branch according to historic member traffic patterns, increase productivity and most importantly lower our overall cost per transaction credit union wide,” said Jeffrey Swerdlow, Chief Operations Officer of Insight Credit Union.

Since implementation, Insight Credit Union has seen a dramatic increase in the TMS productivity numbers, which is one of the key metrics in the TMS report.
About Insight Credit Union

Insight Credit Union is based in Orlando and has ten Central Florida locations. The credit union has been in business for 75 years and currently serves over 57,000 members. Anyone who lives or works in Orange, Seminole, Lake, Brevard, Volusia, Sumter or Marion County, is eligible for membership in Insight Credit Union. Insight Credit Union is recognized as one of the Top 100 Employers for Working Families. For information call 407.426.6000 or toll-free 888.843.8328 or visit

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 or call 877.887.3022. To schedule a complimentary online demonstration of The Lobby Tracking System™, click here

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Chad Davis
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