FMSI, which provides branch performance and workforce management software to banks and credit unions, today announced two premium add-ons for RelationshipOS, its platform that now brings all of FMSI’s tools together under a single login: Pulse, which provides AI analytics, and Surveys. Pulse lets branch managers, operations leaders, and executives ask questions about their branches in plain language and get answers in seconds, while Surveys captures member and customer feedback right after each visit.

Surveys adds the member’s side of the story by connecting how each visit felt to the branch and the person who handled it.”

Pulse works from the data and user permissions an institution already has in FMSI, so there is nothing new to set up. Users can ask questions such as which staff members are most productive, where wait times are slipping, or what is driving walk-aways, get the answer with a chart, and save the views they rely on most to My Boards to share with their teams. Pulse also includes ready-made scorecards for branches, staff, products, lobby traffic, and cross-sell. FMSI clients have said that answering a single operational question often meant pulling four to six reports and comparing figures by hand. Pulse follows a beta program FMSI announced in July with VyStar Credit Union.

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Surveys asks members and customers to rate their visit and the service they received shortly after it happens. Each response is linked to the visit, as well as the branch and staff member behind it, so managers can see what to recognize, where to coach, and how consistent service is across locations, and follow up on a poor experience while it is still fresh.

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