Raleigh, NC – April 1, 2025 – Foothill Credit Union has chosen BusinessNext to implement a unified CRM solution that will connect their critical systems and provide staff with a comprehensive view of each member relationship.
Following a thorough evaluation of multiple CRM platforms, Foothill Credit Union selected BusinessNext for its strong integration capabilities with their core system, as well as key platforms such as MeridianLink and Synergy. Additional factors influencing their decision included positive feedback from other credit unions, competitive pricing, and an intuitive user interface.
“For us, we looked at several solutions, but the others weren’t ready to go in terms of integration with our core system, and that’s the number one thing,” explained Jonah LaFollette, Chief Strategy Officer for Foothill Credit Union. “BusinessNext already has extensive experience with APIs for our critical systems, which we absolutely need to integrate.”
Founded to serve the financial needs of the healthcare, education, and local government communities, Foothill Credit Union is committed to providing exceptional service while helping members achieve their financial goals. This partnership aims to address several strategic objectives, focusing on enhancing member experience across all channels – whether members call, visit a branch, or use digital services.
“What we’re trying to provide is really a complete picture of every member that walks in the door,” LaFollette stated. “We don’t want members to have to rehash their story every time they interact with us. The BusinessNext solution will enable us to have more meaningful conversations with our members while showcasing our enhanced products and services, which will help generate more engaged relationships, improve our member’s financial health and strengthen the credit union.”
“Foothill Credit Union’s focus on improving cross-selling through better visibility of member relationships demonstrates exactly what modern financial institutions need today,” noted Andrew Piron, President of BusinessNext, Americas. “Our platform will enable their staff to track products members already have, see what marketing communications they’ve received, and deliver faster, more informed service—ultimately transforming member data into actionable opportunities for growth.”
LaFollette has been impressed with the implementation process thus far. “The BusinessNext team has been super responsive. We have multiple calls weekly, the team is knowledgeable, and it feels like we have plenty of resources dedicated to us, which isn’t always the case. The project plan includes not only the technical aspects but also executive recap meetings to maintain visibility from the board level down.”
BusinessNext continues to expand its integrations with major banking core providers, offering “out-of-the-box” connections that accelerate implementation timelines and deliver secure, market-ready solutions to forward-thinking credit unions and banks.
For more information about Foothill Credit Union, please visit: https://www.foothillcu.org/
BusinessNext has been recognized as a Leader in the 2025 Forrester Wave for CRM in Financial Services, highlighting, in our opinion, our commitment to innovation and excellence in customer relationship management solutions tailored for financial institutions.
For more information on BusinessNext or to schedule a demo, please visit: https://businessnext.us/schedule-demo/
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