Insights

AI Analytics FMSI is expanding its analytics capabilities through partnerships with Posh Technologies and participation in an AI analytics beta with VyStar Credit Union, signaling a sales opportunity to offer advanced data-driven branch optimization and member experience solutions to additional financial institutions.

Branch Optimization Recent wins involve appointment scheduling, lobby management, and relationship orchestration for Bulldog Federal and VyStar, indicating a market opportunity to cross-sell complete branch experience platforms to mid-sized banks and credit unions seeking efficiency gains.

New Leadership Appointment of a new General Manager and ongoing sales hires suggest organizational momentum and potential for refreshed go-to-market strategies, presenting a chance to engage decision-makers with tailored deployment and ROI discussions.

Strategic Partnerships Integrations with Posh Technologies and the AI collaboration imply a growing ecosystem approach; leverage these alliances to position FMSI as a platform that combines workforce intelligence with intelligent customer engagement for financial institutions.

Growth Momentum Active client acquisitions in 2026 and an annual revenue range consistent with mid-market financial institutions point to a target segment of banks and credit unions looking to scale branch performance analytics and visitor experiences.

Similar companies to Financial Management Software, Inc. (FMSI)

Financial Management Software, Inc. (FMSI) Tech Stack

Financial Management Software, Inc. (FMSI) uses 8 technology products and services including Sage Intacct, Drupal, WordPress, and more. Explore Financial Management Software, Inc. (FMSI)'s tech stack below.

Media & News

Financial Management Software, Inc. (FMSI)'s Email Address Formats

Financial Management Software, Inc. (FMSI) uses at least 3 email formats:
Financial Management Software, Inc. (FMSI) Email FormatsExamplePercentage
FirstL@fmsi.comJohnD@fmsi.com
84%
LastF@fmsi.comDoeJ@fmsi.com
12%
First@fmsi.comJohn@fmsi.com
4%

Frequently Asked Questions

What is Financial Management Software, Inc. (FMSI)'s phone number?

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You can contact Financial Management Software, Inc. (FMSI)'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Management Software, Inc. (FMSI)'s official website and social media links?

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Financial Management Software, Inc. (FMSI)'s official website is fmsi.com and has social profiles on LinkedIn.

How much revenue does Financial Management Software, Inc. (FMSI) generate?

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As of August 2026, Financial Management Software, Inc. (FMSI)'s annual revenue is estimated to be $25M - $50M.

What is Financial Management Software, Inc. (FMSI)'s SIC code and NAICS code?

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Financial Management Software, Inc. (FMSI)'s SIC code is 7372 - Prepackaged Software and NAICS code is 5112 - Software Publishers.

How many employees does Financial Management Software, Inc. (FMSI) have currently?

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As of August 2026, Financial Management Software, Inc. (FMSI) has approximately 47 employees across 4 continents, including North America, Asia and Europe. Key team members include Executive Director: B. K., Asst Mgr: L. D. and Product Services Trainer: M. S. Explore Financial Management Software, Inc. (FMSI)'s employee directory with LeadIQ.

What industry does Financial Management Software, Inc. (FMSI) belong to?

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Financial Management Software, Inc. (FMSI) operates in the Software Development industry.

What technology does Financial Management Software, Inc. (FMSI) use?

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Financial Management Software, Inc. (FMSI)'s tech stack includes Sage Intacct, Drupal, WordPress, Zoho, Microsoft 365, Pardot, Microsoft Azure and New Relic.

What is Financial Management Software, Inc. (FMSI)'s email format?

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Financial Management Software, Inc. (FMSI)'s email format typically follows the pattern of FirstL@fmsi.com. Find more Financial Management Software, Inc. (FMSI) email formats with LeadIQ.

When was Financial Management Software, Inc. (FMSI) founded?

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Financial Management Software, Inc. (FMSI) was founded in 1990.
Financial Management Software, Inc. (FMSI) logo

Financial Management Software, Inc. (FMSI)

Software DevelopmentUtah, United States11-50 Employees

Financial Management Software, Inc. (FMSI) develops software-as-a-service solutions for financial institutions, focusing on improving team collaboration, productivity, and visitor experiences through data-driven decisions and real-time feedback. Its platform is built around four core products that support appointment scheduling, lobby management, analytics, and staff scheduling, helping banks and credit unions optimize branch operations and member interactions.
Based in Midvale, Utah, FMSI serves the financial services sector and has engaged in partnerships and client selections that align with branch optimization and member experience initiatives. Recent developments include collaborations with Posh Technologies and the adoption of FMSI’s RelationshipOS for appointment and lobby management as part of broader digital upgrades, illustrating a focus on enhancing branch efficiency and customer service.

Section iconCompany Overview

Phone number
Website
fmsi.com
SIC Code
7372 - Prepackaged Software
NAICS Code
5112 - Software Publishers
Founded
1990
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Financial Management Software, Inc. (FMSI)'s revenue is estimated to be in the range of $25M - $50M

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