Red Canoe Credit Union Selects FMSI to Get Staffing Levels In Line with Transaction Trends

Share Article

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Red Canoe Credit Union (Red Canoe) has adopted FMSI’s Teller Management System™ (TMS). The $580 million, Washington-based financial institution can now streamline branch transaction analysis at its seven branch locations and work towards better optimizing the branch workforce.

"FMSI’s Teller Management System™ empowers us to answer some very tough staffing questions.” - Rich Wilson, CFO at Red Canoe

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Red Canoe Credit Union (Red Canoe) has adopted FMSI’s Teller Management System™ (TMS). The $580 million, Washington-based financial institution can now streamline branch transaction analysis at its seven branch locations and work towards better optimizing the branch workforce.

"There are many factors to consider when analyzing the productivity performance of our branches,” says Rich Wilson, CFO at Red Canoe. “FMSI’s solution helps us pinpoint exactly when our branches are a little light or a little heavy with tellers. This uniform data streamlined our process and gave us an apples-to-apples comparison between our different locations.”

The Teller Management System™ schedules tellers based on forecasted transaction volumes, thus helping financial institutions gain better control of labor costs while increasing service levels.

"FMSI’s Teller Management System™ empowers us to answer some very tough staffing questions,” adds Wilson. “Are we doing the best job that we can in utilizing part-time tellers, and can we better schedule them during peak transaction volume times? Can we do a better job at identifying our top performers and duplicating their best practices? With this actionable business intelligence, we are in a great position to improve our workforce optimization.”

“Without the right business intelligence, most financial institutions are not equipped to make a thorough evaluation of teller performance levels,” says W. Michael Scott, President/CEO of FMSI. "FMSI has more than 20 years of experience helping banks and credit unions improve the productivity of their staffs through meaningful business intelligence. Our unique solutions for measuring and forecasting transaction volumes on a monthly basis regularly reveal areas for better service and increased productivity."

About Red Canoe Credit Union

Red Canoe Credit Union is a $580 million in assets full-service credit union open to anyone who lives, works or worships in the State of Washington as well as anyone who lives or works in Linn, Benton, Lane, Marion and Polk counties in Oregon. They have branches in Longview, Kelso, Federal Way, Puyallup, and Castle Rock, Wash. and Albany, Ore. Learn more at https://www.redcanoecu.com/

About Financial Management Solutions, Inc. (FMSI)

Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use yet sophisticated, business intelligence systems —The Teller Management System™ (TMS), The ContactCenter Management System™ (CMS), and the Lobby Tracking System™ (LTS)— that allow financial institutions to manage and staff to meet their service and sales needs. As the industry experts, FMSI gives banks the ability to schedule their team throughout the branch network, and to manage staff through easy-to-read color graphics and succinct management reports. FMSI provides performance management information exclusively to financial institutions of all sizes. 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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Chad Davis
FMSI
(770) 362-1127
Email >
Visit website

Media