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FMSI Engages LeanForward to Expand its Online University


October 11, 2011 – Bordentown, NJ - Financial Management Solutions, Inc. (FMSI), leading provider of branch management software solutions for banks and credit unions has engaged LeanForward to update and expand its online client training programs. 

In 2006 after a couple of false starts with other elearning providers, FMSI engaged LeanForward to develop FMSI University, an online training resource for its geographically dispersed client base.  “The business case for moving to elearning was quite compelling.” said W. Michael Scott, President and CEO of FMSI.  “We knew elearning would reduce costs and accelerate adoption of our workforce optimization software.  However, at first we didn’t realize that providing our clients with 24x7x365 access to engaging and interactive elearning would prove to be a strong differentiator between FMSI and our competitors.”

Since FMSI originally engaged LeanForward it has updated its Teller Management System (TMS) and added two new business intelligence solutions, the ContactCenter Management System (CMS) and the Lobby Tracking System (LTS).  These solutions have enabled FMSI to offer its existing clients more services while also expanding its client base.

“Client feedback on FMSI University has been overwhelming positive so we knew we should expand our online training offerings to include our new CMS and LTS.” said Peggy Guthrie, Vice President Client Services.  “We had not kept up with the elearning industry so we felt we should evaluate a number of potential elearning vendors for this project.  However, it was an easy decision to stay with LeanForward as they offered us a proven track record of quality elearning and excellent customer service.”

The elearning developed by LeanForward includes numerous software simulations which allow end users to practice important tasks as often as needed in a safe and secure environment.  The training also includes challenging knowledge assessments that require end users to really master the content before they can complete the training and receive their certificate of completion.

In addition to developing custom elearning on FMSI’s workforce optimization software, LeanForward has also developed a separate course to help existing FMSI clients transition from their current application to FMSI’s newest business intelligence solutions.  This interactive course uses an Avatar (animated character) to engage end users and introduce them to FMSI’s new solutions.  “What was originally intended solely as a transition course has turned out to be a valuable sales tool as well.” said Mr. Scott.  “The transition course does an excellent job explaining our value proposition and presents our solutions in a visually appealing manner that makes a great first impression.”

LeanForward is also providing its hosted LearnPoint Learning Management System (LMS) to power FMSI University.  LearnPoint has significantly reduced the administrative burden associated with managing and documenting FMSI’s client training initiatives.  LearnPoint enables end users to self register for FMSI University, assigns them the appropriate training based on their specific role and automatically documents their online training activity.  FMSI as well as its clients can then monitor end user progress.   

About LeanForward:  LeanForward provides innovative elearning solutions that enable organizations to efficiently and effectively transfer knowledge from those who have it to those who need it.  LeanForward develops custom elearning courseware, including computer-based training (CBT), web-based training (WBT), software simulations, serious games, blended learning and instructor-led training.  LeanForward also offers an intuitive and affordable Learning Management System and is an authorized reseller of the Lectora suite of powerful elearning authoring tools.  For more information on LeanForward, please visit or call (877) 594-6300 x 120.

About Financial Management Solutions, Inc. (FMSI)
Located in Atlanta, GA and established in 1990, FMSI provides easy-to-use, yet sophisticated, business intelligence systems—The Teller Management System™ (TMS), The ContactCenter Management System™ (CMS), and the Lobby Tracking System™ (LTS)—that allow financial institutions to manage and staff to meet their service and sales needs. FMSI gives banks and credit unions the ability to schedule their team throughout the branch network, and to manage staff through easy to read color graphics and succinct management reports. FMSI provides performance management information exclusively to financial institutions of all sizes. Visit the company’s website at or call 877.887.3022 to schedule a complimentary online demonstration of any of our products.


 online training
 interactive elearning

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