FMSI (Cottonwood Heights, UT) has relaunched as an independent provider of branch performance and workforce management software, serving more than 140 U.S. financial institutions with tools for scheduling, analytics, and operational visibility.
Cottonwood Heights, Utah - February 27, 2026
FMSI is stepping into 2026 as a newly independent company, following a divestiture completed at the end of 2025.
The Cottonwood Heights-based fintech, which has spent more than two decades serving banks and credit unions, provides branch performance and workforce management software used by more than 140 financial institutions across the United States. Its platform combines appointment scheduling, lobby management, staff scheduling, and analytics tools designed to give branch teams and executives a clearer picture of how locations are actually performing, and where revenue opportunities are being missed.
FMSI’s relaunch marks a reset after operating through a series of ownership changes over the years. While the company maintained its client base and product footprint, operating within larger enterprise structures created limits around speed and direct investment. Now independent, FMSI says it can move faster on product development and deliver more hands-on support to clients.
“We have an established client base and a clear sense of what branch teams actually need,” said Jacob Reeves, General Manager of FMSI. “Being on our own means we can focus entirely on this market, build the features our clients have been asking for, and provide the kind of responsive service that makes a real difference for the institutions we serve. This is a fresh start, and we’re already seeing strong interest.”
That interest has translated into early momentum. Since relaunching in late 2025, FMSI has onboarded several new financial institution clients, with additional deals in the pipeline. According to the company, each new client moved from initial contact to signed agreement in under 60 days, indicating that both demand and sales execution are aligned.
Among the first new institutions to sign on is First Central Credit Union, a community-focused credit union based in Waco, Texas. The partnership centers on appointment scheduling capabilities that allow the credit union to better prepare staff ahead of member visits, including visits requiring specific language support. The goal: more intentional conversations and stronger member experiences from the outset.
FMSI’s pitch addresses a persistent branch problem. Staff often have the skills to deepen customer relationships, but lack the visibility and preparation time to do so consistently. By tying together scheduling, lobby flow, workforce management, and performance analytics, the platform aims to give financial institutions operational clarity at the branch level, not just high-level reporting.
The company says it will roll out additional product updates and announce new client partnerships in the coming months as it builds on its post-divestiture momentum.
For more than 20 years, FMSI has focused on helping banks and credit unions drive revenue through their branches. With its relaunch complete and more than 140 institutions on its roster, the company is positioning itself as a more focused, faster-moving player in branch performance technology.
For more information, visit fmsi.com