Fragmented data leads to fragmented experiences—and missed opportunities.
In this post, you’ll learn how a Member/Customer 360° gives banks and credit unions a complete, real-time view of every relationship.
From frontline staff and call center reps to lending officers, marketing teams, and executive leadership—every department gets the insights they need to deliver faster service, deeper personalization, and smarter sales conversations.
And the best part? With BusinessNext’s CRM, your 360° view lives in a single pane of truth—no more jumping between systems or piecing data together manually.
Why Disconnected Data Hurts Service and Growth
Your teams can’t deliver great service if they can’t see the full picture.
But at many banks and credit unions, critical relationship data is scattered across disconnected systems—core banking, loan origination, support ticketing, marketing platforms, and more.
The result?
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- Repetitive questions that frustrate members and customers
- Missed signals that could have triggered timely outreach
- Delayed follow-up across departments
- Lost cross-sell and service opportunities
And these aren’t just minor inefficiencies—they add up to real cost, lost loyalty, and slower growth.
What a True 360° View Should Include
A real Member/Customer 360° view gives your team everything they need to understand and serve each relationship—without jumping between systems.
At a glance, your CRM should show:
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- Account and product holdings
- Engagement and support history
- Open service cases and recent transactions
- Communication preferences and channel usage
- Next-best product recommendations
- Risk indicators like churn score or delinquency alerts
- Lead and opportunity scoring to prioritize outreach
With BusinessNext’s CRM, all of this information is unified in one place—live and in real time—so every department across your bank or credit union can make smarter, faster decisions.
How Businessnext Builds a Single Pane of Truth
A Member/Customer 360° view isn’t just about visibility—it’s about integration. Here’s how BusinessNext brings it all together.
Step 1: Connect Your Data Sources
BusinessNext’s CRM integrates seamlessly with your core banking system, loan origination system (LOS), digital banking platform, card system, call center tools, and more. No more swivel-chairing between screens or hunting for details.
Data syncs bi-directionally and in real time—so your teams always have the most current information, without delays, imports, or manual effort.
Whether you’re serving members or customers, every team at your financial institution gets a live, unified picture they can trust.
Step 2: View the 360 Profile
From any screen—sales, service, or back office—your team can instantly access a complete profile for any member or customer.
Inside BusinessNext’s 360° View you can see:
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- Current and past product holdings
- Digital engagement activity across channels
- Open support tickets and resolution history
- Marketing campaigns received and response activity
- AI-generated “next best offer” suggestions
- Notes and context from other departments
It’s everything your team needs to serve, support, and cross-sell—without opening five different systems.
This unified view helps banks and credit unions deliver personalized experiences at scale—whether in-branch, over the phone, or online.
Step 3: Take Action Instantly
The 360° view isn’t just about visibility—it’s built for action.
Right from the same screen, your team can:
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- Start a new loan or account application
- Assign a follow-up task to the right teammate
- Log a conversation or in-branch interaction
- Trigger a workflow based on behavior or risk
- Send a personalized message via the member or customer’s preferred channel
No waiting. No handoffs. No hunting for context.
With BusinessNext’s CRM, banks and credit unions can turn insights into action—faster than ever.
Thanks to BusinessNext’s bi-directional sync with your core and other banking systems, any action you take in the CRM is instantly reflected across your other systems—no duplicate data entry required.
Real-World Success Story
Magnifi Financial’s approach to rolling out BusinessNext’s CRM was strategic and comprehensive:
- Securing Universal Buy-In Making sure that both leadership and frontline staff were on board with implementation of the new CRM.
- Aligning IT with Business Goals IT efforts were closely aligned with business objectives to ensure the CRM met their needs.
- Automation and Time to Value Using BusinessNext’s pre-built workflows, they were able to automate more than 50 workflows previously done by email and text, which streamlined operations and improved efficiency
With BusinessNext, Magnifi Financial empowered their staff to assist members in real-time.
This led to a 30% increase in cases opened directly in branches and improved first-call resolution rates. Automating more than 50 workflows that were previously managed by email and text also streamlined operations.
In Conclusion
Disconnected systems create disconnected experiences.
But with a real-time Member/Customer 360°, your bank or credit union can unify data, empower every department, and act on insights instantly—from frontline service to strategic growth.
BusinessNext’s CRM gives you a single pane of truth—so you can serve members and customers better, personalize every interaction, and never miss a moment that matters.
See the 360° Difference for Yourself
Join other forward-thinking banks and credit unions using BusinessNext to unify data, streamline service, and deepen every relationship.
Attend a Demo Tuesday session and see how a real-time Member/Customer 360 works in action—no more switching between systems, guessing next steps, or missing key insights.
Why join?
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- Explore how every department can access a live, unified view
- Watch how actions—like follow-ups, workflows, and next-best offers—happen instantly
- Ask questions and learn from peers during interactive, collaborative sessions
👉 Sign up for Demo Tuesday—and discover how a smarter CRM can simplify your day and strengthen your member and customer relationships.
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