Case Study: Financial Management Solutions, Inc. achieves lower cost per appointment and higher appointment volume with Koncert

FMSI Cuts Appointment Setting Costs with ConnectLeader® Outbound Calling Solutions

Financial Management Solutions, Inc. (FMSI), an Atlanta-based provider of business intelligence systems for banks and credit unions, needed to boost lead generation and cut the cost of setting sales appointments. The company struggled to hire and retain effective telemarketers and found that calls with senior-level prospects produced far better results than those with mid-level contacts.

FMSI implemented Koncert’s Agent‑Assisted Dialer—cloud auto‑dialing plus trained live agents—to multiply outbound touches and increase live conversations. The change let a single part‑time telemarketer secure 5–8 appointments per week (vs. a 3‑per‑week goal), maintained prior appointment volume with far fewer staff, and reduced cost per appointment without changing FMSI’s sales process.

Financial Management Solutions, Inc.

Chad Davis

Vice President of Marketing