Raleigh, NC – September 16, 2025 – BusinessNext, a leading provider of CRM solutions exclusively for banks and credit unions, today announced a strategic partnership with First Source Federal Credit Union. The collaboration will implement BusinessNext’s CRM platform as the central hub connecting multiple systems and departments across the organization.
First Source Federal Credit Union, serving over 60,000 members across Central New York, views this technology solution as a key opportunity to enhance data analytics and operational efficiencies to maintain delivering best-in-class service. As the credit union continues to grow and evolve, they recognize that a centralized platform will enable them to fine-tune cross-departmental collaboration, streamline workflows, and scale their renowned personalized service model.
“We’re excited to partner with First Source Federal Credit Union as they create a more connected organization,” said Andrew Piron, President, BusinessNext, Americas. “Our vertically-focused platform delivers a unified member and employee experience that drives loyalty and growth.”
Once live, the solution will provide real-time visibility and empower employees with complete member context regardless of which department initiated the interaction, while reducing redundancies across the organization.
“As we continue to expand services to our Membership, it is important to stay connected and have the technology, support, and infrastructure to continue to provide a best-in-class service model for our Employees, Members and the Community,” said John Calabrese, First Source President/CEO. “Our team not only felt this CRM solution was the best choice for us from a technology perspective, but we also felt the BusinessNext team’s values aligned with ours. That is extremely important to us when choosing a solution provider and implementation of this scale.”
This platform will support First Source’s operations and assist in maintaining their signature personalized service approach that has earned them 98%+ member satisfaction ratings, while scaling their capabilities for future growth.
About BusinessNext
BusinessNext, recently named a Leader in the 2025 Forrester Wave™: CRM Software For Financial Services, specializes in delivering CRM solutions tailored for credit unions and banks. Built by industry experts, the platform helps organizations turn data into actionable insights that drive smarter decision-making, improve member experiences, and streamline operations.
For more information on BusinessNext or to schedule a demo, please visit: https://businessnext.us/schedule-demo/
About First Source Federal Credit Union
First Source Federal Credit Union is a full-service financial institution, with savings, loan and insurance solutions, serving Members and our community since 1938. Originally founded as Utica Teachers Federal Credit Union, the name changed to First Source in 1992 to better reflect our broad and diverse membership. First Source provides financial solutions with a personal approach to each Member, building meaningful relationships in order to help Members afford each stage of their life. First Source strives to help Members make smart financial decisions and help our community grow and thrive. We serve over 60,000 Members with current branches in New Hartford, Washington Mills, South Utica, North Utica, Herkimer, and Rome; a Member Care Center, and Online & Mobile banking. Our members have access to First Source Interactive ATMs as well as over 30,000 nationwide surcharge-free ATMs. Connect with First Source and learn more at fsource.org, through Instagram, LinkedIn, Facebook, or X.
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