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A Forrester Wave™ Leader 2023 Financial Services CRM

A Forrester Wave™ Leader 2023 Financial Services CRM

Jan 1, 2024

Read why FORRESTER has recognized BUSINESSNEXT as a LEADER in the 2023 Forrester Wave™ for Financial Services CRM.

How Magnifi Financial Drove 19% More Referrals and Nearly 100% CRM Adoption

How Magnifi Financial Drove 19% More Referrals and Nearly 100% CRM Adoption

Sep 6, 2024

See how Magnifi Financial boosted efficiency and member satisfaction with BusinessNext\\\’s CRM solution designed for banks and credit unions.

Unlocking CRM’s full potential: What CUs keep missing

Unlocking CRM’s full potential: What CUs keep missing

Feb 9, 2024

Imagine being the secret admirer and the best friend of each of your members – all at once. That type of bond can turn a fleeting member connection into a meaningful, lasting relationship. But let’s face it, as much as you’d like them to, your members probably don’t see your credit union in the same light. The harsh reality is, they’re just not that into you. Many of your members are a swift swipe away from choosing another financial partner. With member loyalty hanging by a thread, you have the power to strengthen or sever relationships. The good news is you can solidify these wavering bonds. Enter CRM – a tool that promises to not just fortify relationships and retain members, but also to chart a growth trajectory for your credit union. The challenges include overcoming common misinterpretations of what a CRM should deliver and dodging pitfalls in its implementation. Yes, it’s daunting that 69% of digital transformations fall short, according to McKinsey. But the potential rewards of a well-implemented CRM are too compelling to ignore. So, let’s explore the secret sauce of successful CRM implementation together. It’s time to transform how you succeed with CRM.

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