FMSI adds AI analytics and surveys to RelationshipOS for banks and credit unions

FMSI launched two premium add-ons for RelationshipOS that give bank and credit union leaders plain-language AI analytics and real-time member feedback tied to each visit. The tools are available now and aim to cut reporting work while helping branches respond faster to service issues.

Why it matters: - FMSI is trying to turn branch data and member feedback into faster day-to-day decisions for banks and credit unions. - The new add-ons aim to reduce manual reporting, improve branch coaching, and surface service problems before they become online complaints.

What happened: - FMSI announced two premium add-ons for RelationshipOS: Pulse, which provides AI analytics, and Surveys, which captures member and customer feedback after a visit. - RelationshipOS now brings all of FMSI’s tools together under a single login. - Pulse and Surveys are available now for FMSI clients. - FMSI said interested customers can schedule a demo.

The details: - Pulse lets branch managers, operations leaders, and executives ask questions in plain language and get answers in seconds. - Users can ask about staff productivity, wait times, and walk-aways, then view the answer in a chart. - Users can save frequently used views to My Boards and share them with their teams. - Pulse includes ready-made scorecards for branches, staff, products, lobby traffic, and cross-sell. - Pulse uses the data and user permissions an institution already has in FMSI, so there is nothing new to set up. - FMSI said clients often had to pull four to six reports and compare figures by hand to answer a single operational question. - Pulse follows a beta program FMSI announced in July with VyStar Credit Union. - Surveys asks members and customers to rate their visit and the service they received shortly after it happens. - Each survey response is linked to the visit, the branch, and the staff member involved. - Managers can use the feedback to recognize strong service, coach staff, compare consistency across locations, and respond to poor experiences while they are still fresh.

Between the lines: - FMSI is positioning RelationshipOS as a single operating layer for branch leaders who want data and customer sentiment in one workflow. - The product strategy also reflects a push to move branch management from backward-looking reporting to real-time intervention. - “Branch leaders have never been short on data, but getting a straight answer from it usually meant waiting on a report or building one yourself,” said Jacob Reeves, General Manager at FMSI. - “Too often, a credit union finds out a branch visit went badly when it shows up as a review online,” said Sean O’Neill, Head of Growth at FMSI.

What’s next: - FMSI will use the new add-ons to expand adoption of RelationshipOS among banks and credit unions. - The company is asking prospective customers to book demos and evaluate the tools for branch performance and service recovery workflows.

The bottom line: - FMSI is adding AI-assisted analytics and post-visit surveys to help financial institutions answer branch questions faster and act on member feedback sooner.