Meritrust Credit Union Selects FMSI to Help Tackle Demanding Branch Scheduling Requirement

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Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Meritrust Credit Union (Meritrust) has adopted FMSI’s Teller Management System™ (TMS) and has been utilizing the system successfully over the last several months. The $822 million Kansas-based financial institution can now accommodate their demanding branch scheduling process at their 14-branch locations with a more sophisticated approach.

Financial Management Solutions, Inc. (FMSI), a provider of business intelligence solutions for banks and credit unions, announced today that Meritrust Credit Union (Meritrust) has adopted FMSI’s Teller Management System™ (TMS) and has been utilizing the system successfully over the last several months. The $822 million Kansas-based financial institution can now accommodate their demanding branch scheduling process at their 14-branch locations with a more sophisticated approach.

"We have a very rich paid-time-off program, including our regular employees receiving five weeks off per year, and when we changed our policy to motivate employees to essentially use their days before the end of the year, it became an extremely hectic scheduling environment,” says Byron Stout, VP of Human Resources at Meritrust. “FMSI’s solution not only streamlines our complicated branch network scheduling process through an online engine, but also allows us to optimize our branch staff—leading to a considerable improvement in our teller line productivity.”

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 reports or The Teller Management SystemTM reports provide me with a third party reference to help validate important staffing decisions,” adds Stout. “It’s very nice not having to rely on gut feelings anymore, especially when deciding whether or not to replace teller turnover. In some cases we have learned from the FMSI that just tweaking current staff schedules is sufficient instead of adding an additional FTE.”

“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 staff 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 Meritrust Credit Union
Meritrust isn’t like any place you’ve ever trusted with your money. It’s a notch above an ordinary bank and several notches above stuffing your cash under your mattress. It’s a credit union where all of us are both members and owners. Meritrust Credit Union is a not-for-profit organization. It’s the best place to help you achieve your financial goals, whatever they may be. Learn more at https://www.meritrustcu.org/

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.

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Chad Davis
FMSI
(770) 362-1127
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