Insights

Strategic Partnerships FMSI has recently partnered with Posh Technologies to enhance its branch intelligence solutions through conversational AI, creating opportunities to upsell integrated AI-driven services that improve customer demand prediction and workforce management for financial institutions.

Expanding Leadership The appointment of a new General Manager and several Account Executives indicates a strategic focus on growth and market penetration, which could open doors for tailored solutions to expand FMSI’s client base within the financial sector.

Market Positioning FMSI operates within a competitive landscape alongside large firms like SAP SuccessFactors and Workday, emphasizing the need for targeted value propositions that highlight its specialized SaaS tools for branch performance and visitor experience improvements.

Technological Edge Utilizing cloud-based platforms and integrations with AI solutions positions FMSI as an innovative player, making it an attractive partner for financial institutions seeking to modernize and optimize their branch and workforce operations through cutting-edge technology.

Financial Potential With revenues estimated between 25 and 50 million dollars, FMSI presents opportunities for scalable solutions focused on small to mid-sized financial institutions looking to enhance operational efficiency and customer engagement with sophisticated SaaS tools.

Financial Management Software, Inc. (FMSI) Tech Stack

Financial Management Software, Inc. (FMSI) uses 8 technology products and services including Cloudflare, WooCommerce, Microsoft 365, and more. Explore Financial Management Software, Inc. (FMSI)'s tech stack below.

  • Cloudflare
    Content Management System
  • WooCommerce
    E-commerce
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Swiper
    Javascript Libraries
  • Microsoft Azure
    Platform As A Service
  • New Relic
    Real User Monitoring
  • X-Content-Type-Options
    Web & Portal Technology

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

Financial Management Software, Inc. (FMSI) uses at least 1 format(s):
Financial Management Software, Inc. (FMSI) Email FormatsExamplePercentage
FirstL@fmsi.comJohnD@fmsi.com
46%
LastF@fmsi.comDoeJ@fmsi.com
6%
First@fmsi.comJohn@fmsi.com
2%
FirstL@fmsi.comJohnD@fmsi.com
46%

Frequently Asked Questions

Where is Financial Management Software, Inc. (FMSI)'s headquarters located?

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Financial Management Software, Inc. (FMSI)'s main headquarters is located at Midvale, Utah 84047 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

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.

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

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

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

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As of May 2026, Financial Management Software, Inc. (FMSI) has approximately 46 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: J. R.Vp Operations: S. W.Vp Of Engineering: R. H.. 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 CloudflareWooCommerceMicrosoft 365Font AwesomeSwiperMicrosoft AzureNew RelicX-Content-Type-Options.

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)

Software DevelopmentUtah, United States11-50 Employees

FMSI provides easy-to-use, yet sophisticated, software-as-a-service solutions, under the FMSI OneCX platform.  FMSI OneCX consists of four key products; FMSI Appointments, FMSI Lobby, FMSI Analytics, and FMSI Staff Scheduler.  FMSI’s tools help financial institutions improve team collaboration, enhance productivity, and deliver better visitor experiences – powered by data-driven decisions and real-time feedback.  Visit FMSI's website at https://www.fmsi.com to schedule a complimentary demo of the FMSI OneCX platform.

Section iconCompany Overview

Headquarters
Midvale, Utah 84047 United States
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

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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