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How Credit Unions and Banks Can Get a 360° View with the Right CRM

How Credit Unions and Banks Can Get a 360° View with the Right CRM

May 14, 2025

Fragmented data leads to fragmented experiences—and missed opportunities. In this post, you’ll learn how a Member/Customer 360° gives banks and...

WESTCONSIN CREDIT UNION SELECTS BUSINESSNEXT TO ENHANCE MEMBER EXPERIENCE

WESTCONSIN CREDIT UNION SELECTS BUSINESSNEXT TO ENHANCE MEMBER EXPERIENCE

May 1, 2025

WESTconsin Credit Union partners with BusinessNext to implement an innovative Banking CRM solution with Member 360 capabilities, enhancing personalized service for 124,000 members across Wisconsin and Minnesota. The strategic partnership focuses on transforming member experiences through unified data and actionable insights.

FOOTHILL CREDIT UNION PARTNERS WITH BUSINESSNEXT TO UNIFY MEMBER DATA AND ACCELERATE GROWTH

FOOTHILL CREDIT UNION PARTNERS WITH BUSINESSNEXT TO UNIFY MEMBER DATA AND ACCELERATE GROWTH

Apr 1, 2025

Foothill Credit Union selects BusinessNext CRM to integrate with core banking systems, offering staff comprehensive member insights for improved service.

BANKING ON EXPERIENCE: LIVE PODCAST EVENT

BANKING ON EXPERIENCE: LIVE PODCAST EVENT

Apr 4, 2025

Join our live podcast with financial industry experts sharing data-driven customer retention strategies. Learn proven methods to build loyalty and reduce churn. Register now!

BUSINESSNEXT NAMED A LEADER IN THE 2025 FORRESTER WAVE™ for Financial Services CRM

BUSINESSNEXT NAMED A LEADER IN THE 2025 FORRESTER WAVE™ for Financial Services CRM

Mar 27, 2025

BusinessNext earns top position in The Forrester Wave™ for CRM Software for Financial Services Q1 2025. Download the report.

Real-Time Payments and Fraud: How Financial Institutions Can Go From Defense to Offense

Real-Time Payments and Fraud: How Financial Institutions Can Go From Defense to Offense

Mar 27, 2025

Learn how credit unions and banks can proactively combat fraud in real-time payments with advanced security measures while maintaining regulatory compliance.

10 Things Bankers Hate About Their CRM (And How to Fix Them)

10 Things Bankers Hate About Their CRM (And How to Fix Them)

Feb 20, 2025

Traditional CRM systems are failing financial institutions, creating more problems than they solve. Banking executives consistently report frustration with systems that weren\’t designed for their industry\’s unique needs. This comprehensive analysis reveals the top ten CRM challenges banks and credit unions face, from complex interfaces that drive low adoption rates to hidden costs that drain resources. Discover how leading institutions are transforming their approach with banking-specific technology.

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.

The Fast Track to Actionable Insights: How Credit Unions and Banks Can Find Immediate Value in Their Data

The Fast Track to Actionable Insights: How Credit Unions and Banks Can Find Immediate Value in Their Data

Jun 10, 2024

Unlock immediate insights and rapid growth for your bank or credit union with innovative CRM solutions. Learn how to combat customer attrition, maximize existing relationships, and boost profits without costly, time-consuming upgrades.

How Operational Inefficiencies Impact Bank and Credit Union Talent Recruitment and Retention

How Operational Inefficiencies Impact Bank and Credit Union Talent Recruitment and Retention

May 6, 2024

Many community banks and credit unions still operate with legacy systems and antiquated processes that can no longer keep pace with today’s demanding consumers and fast-paced environment.

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