FMR Systems, Inc. Email Format

Software DevelopmentIllinois, United States11-50 Employees

FMR Systems, Inc. is a software development company based in Palatine, Illinois. It developed and trademarked the Relationship Management System more than 30 years ago to support sales tracking, client and contact management, referrals, task and to-do management, and pipeline management. The RMS platform was designed for the financial services sector and was typically implemented in banks with assets of $5 billion or larger across North America.

Over time, the company expanded its CRM offering to address treasury management onboarding and implementation tracking, along with processes for ongoing maintenance and service changes. This evolution led to an onboarding and tracking platform that includes structured data collection for product setup, configurable workflows, dashboards for active implementations and tasks, and analytics to monitor the overall process. In July 2020, Bottomline Technologies acquired FMR to incorporate the FMR Client Onboarding platform into its product set.

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