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Time is Money! FMSI’s Web Based Training Exceeds Client Expectations


Financial Management Solutions, Inc. (FMSI), leading provider of branch management software solutions for banks and credit unions has received overwhelmingly positive feedback from its clients on FMSI University, its online client training initiative developed by LeanForward.

“As a company that provides software solutions that improve productivity and reduce costs, we identified the potential of elearning to improve our client training process early on.” said Meredith Deen, Executive Vice President at FMSI. “However, it wasn’t until we engaged LeanForward that we were able to recognize the full benefits of this powerful training medium.”

FMSI’s clients have found the custom elearning developed by LeanForward to be engaging, interactive and highly effective in educating end users on FMSI’s The Teller Management System™ (TMS). In addition, LeanForward’s expertise in computer-based instructional design enabled it to create courseware that is 50% shorter than the original elearning developed by another vendor. This helped FMSI’s clients accelerate adoption of FMSI’s The Teller Management System™--after all time is money!

“Clients constantly tell us how much they appreciate our web-based training as it provides them with a convenient and cost effective way to easily engage learners in the change process. In addition, the end users quickly learn the best practices for improving productivity through the TMS reports course, and can interact with actual screen shots while learning about the features and functions of the Online Scheduling tool.” said Peggy Guthrie, Vice President Client Services. “End users especially appreciate the creative interactions LeanForward incorporated into the training making the learning fun while also providing valuable instructional feedback.”

“The biggest challenge associated with training end users on new software applications is that it’s not just about understanding how to use the feature and functions of the software, it’s also about understanding how the software will benefit the organization and buying into the associated culture change.” said Jim Palmer, EVP Sales for LeanForward. “FMSI recognized how important this component was and helped our Instructional Design team put the benefits of FMSI’s solution in the proper context so end users embrace their new teller scheduling solution.”

In addition to designing FMSI’s custom elearning, LeanForward is 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. LearnPoint has powered FMSI University without any unscheduled downtime since being implemented almost three years ago.

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) and training simulations. LeanForward also offers an intuitive Learning Management System and a powerful elearning authoring tool. For more information on LeanForward, please visit

About FMSI: Financial Management Solutions, Inc., founded in 1990, is a privately held company based in Alpharetta, Georgia. The firm provides banks and credit unions with branch performance management information designed to improve service, reduce operating costs, and increase profitability by targeting the effective management of financial institution non-interest operating expenses. FMSI’s products include The Teller Management System™ (TMS), The Sales Management System™ (SMS), Online Scheduling (OLS), and The Lobby Tracking System™ (LTS). FMSI works with financial institutions of all sizes throughout the United States. Visit the company’s Web site at or contact us at 877.887.3022.


 web based training
 online training
 instructional design
 computer based training

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