May 14, 2025
How an experience layer works
Unifying data, creating action centers, and leveraging enriched data to drive an optimized customer and employee experience is what we deliver to you.
Retention services
Preventing churn and focusing on your customer’s needs is foundational to a growth strategy.
Great service is foundational
Bust through data silos and deliver a dynamic 360 view of your account holder to your team. In a simple, role based system, optimize user workflow powered by data, and insights with recommended next best actions. Manage every aspect of your services with Account Holders through your entire organization.
Deepen your Relationships
Be there for your customers in life’s financial moments.
Deepen your Relationships
Trust is earned, not given. With a foundational service layer, you now can leverage Insights and Actions to explore next best products and offers, and offer guidance and advice your Account Holders. Be the partner they want you to be.
ACQUIRE CUSTOMERS
Leverage our solution to understand your customer acquisition story in great detail.
A scalable acquisition strategy
Whether you are looking to acquire new account holders, or to drive more opportunity to existing consumers, leverage best in class sales management process, actions and deep insights to ensure your achieving goals.
what our
cutomers say
Steve Ervolino
CRMNEXT is our strategic partner to deliver digital transformation across our credit union. We leverage their technology to overhaul and unify member service processes into one single point of view. We have completely reimagined our service request and delivery process, referral management, and complaint workflows. We continue to innovate and engineer processes and procedures around the CRMNEXT platform to deliver great experiences to our staff so that they are engaged and deliver superior service to our members.
Nancy Sternitzky
We are living in an extraordinary financial environment. Banks and credit unions feel the squeeze with rising rates and margin compression. It is more important than ever to understand our members’ needs and respond to them swiftly. Adding more people is not the answer, nor is it getting any easier to recruit and retain staff. Communication and enabling our teams is critical, and this is a shortcoming of legacy systems. Now is the time to invest in CRM solutions and truly harness the power of information across the organization. We chose CRMNEXT to partner with us and to power our experiences.
Jennifer Roberts
BusinessNext created a member-centric data model for O BEE Credit Union with a setup for integrating with several third-party systems. This unified view of our members has translated into efficiencies across our frontline teams. The outcome is simple: happy members and happy employees - a recipe for success and foundational to our culture.
Brad Shafton
We all knew that deploying a next generation CRM tool was going to be a challenge, but necessary to continue our path as a digitally innovative credit union. CRMNEXT has helped us achieve that goal while demonstrating innovative approaches and a strong partnership. With the foundational pieces in place, we are building more modules to integrate disparate systems into a unified view that will benefit staff in all our member-facing as well as back-office teams.
Steve Ervolino
CRMNEXT is our strategic partner to deliver digital transformation across our credit union. We leverage their technology to overhaul and unify member service processes into one single point of view. We have completely reimagined our service request and delivery process, referral management, and complaint workflows. We continue to innovate and engineer processes and procedures around the CRMNEXT platform to deliver great experiences to our staff so that they are engaged and deliver superior service to our members.
Nancy Sternitzky
We are living in an extraordinary financial environment. Banks and credit unions feel the squeeze with rising rates and margin compression. It is more important than ever to understand our members’ needs and respond to them swiftly. Adding more people is not the answer, nor is it getting any easier to recruit and retain staff. Communication and enabling our teams is critical, and this is a shortcoming of legacy systems. Now is the time to invest in CRM solutions and truly harness the power of information across the organization. We chose CRMNEXT to partner with us and to power our experiences.
Jennifer Roberts
BusinessNext created a member-centric data model for O BEE Credit Union with a setup for integrating with several third-party systems. This unified view of our members has translated into efficiencies across our frontline teams. The outcome is simple: happy members and happy employees - a recipe for success and foundational to our culture.
Brad Shafton
We all knew that deploying a next generation CRM tool was going to be a challenge, but necessary to continue our path as a digitally innovative credit union. CRMNEXT has helped us achieve that goal while demonstrating innovative approaches and a strong partnership. With the foundational pieces in place, we are building more modules to integrate disparate systems into a unified view that will benefit staff in all our member-facing as well as back-office teams.
