Raleigh, NC – February 17, 2026 – Westmark Credit Union has selected BusinessNext to power the next phase of its digital transformation. The Idaho-based financial cooperative, built on 70 years of relationship-driven banking, will leverage BusinessNext’s purpose-built CRM platform to connect fragmented data across departments, eliminate operational silos, and equip teams with comprehensive member insights.
The partnership addresses a strategic priority for Westmark: creating a truly connected organization where every employee has the visibility needed to deliver consistent, personalized service at every touchpoint.
“We weren’t looking for just another software solution. We needed a true partner who understood the financial services industry and shared our commitment to member-first banking,” said Sara Plothow, Chief Lending and Strategy Officer at Westmark Credit Union. “BusinessNext stood out not only for having a CRM purpose-built for financial institutions, but for their collaborative approach and genuine investment in our long-term success. Their team has taken the time to understand Westmark’s unique needs, asked thoughtful questions, and demonstrated the kind of partnership mentality that aligns with how we serve our own members.”
The implementation will leverage BusinessNext’s configurable workflows, advanced analytics, and automation capabilities to streamline operations while preserving the human touch central to Westmark’s approach. Key features include lifecycle management tools and relationship intelligence that will support more proactive member engagement. The platform’s integration capabilities ensure seamless connectivity with existing systems while remaining highly adaptable to evolving needs.
“Westmark’s focus on breaking down silos and creating shared organizational insight reflects exactly what modern financial institutions need to remain competitive,” said Andrew Piron, President of BusinessNext, Americas. “Their solution-first philosophy and commitment to relationship-driven banking align perfectly with our mission. By unifying member data and empowering their teams with actionable insights, Westmark will be able to deliver the personalized, proactive service that today’s members expect while staying true to the community-focused values they’ve upheld for over 70 years.”
Throughout the evaluation and implementation process, Westmark has emphasized the collaborative nature of the partnership. The BusinessNext team’s responsiveness, industry expertise, and transparent approach have reinforced the credit union’s confidence in their decision to move forward together.
About BusinessNext
BusinessNext, recently named a Leader in the 2025 Forrester Wave™: CRM Software For Financial Services with highest scores for platform offerings and customer feedback, empowers financial institutions to deliver personalized experiences by uniting fragmented data into a comprehensive 360-degree view. Our innovative platform combines AI-driven insights with intuitive workflows that transform everyday transactions into meaningful interactions, helping banks and credit unions eliminate silos, automate processes, and equip frontline staff with the tools needed to enhance service delivery while improving operational efficiency. Trusted by over one million bankers worldwide and featuring pre-built integrations with major banking core providers, BusinessNext accelerates digital transformation for forward-thinking financial institutions.
For more information on BusinessNext or to schedule a demo, please visit: https://businessnext.us/schedule-demo/
About Westmark Credit Union
Westmark Credit Union is a Idaho-based, member-owned financial cooperative built on relationships, not transactions. Rooted in the communities it serves, Westmark takes a solution-first approach to banking by meeting members where they are in life and providing personalized guidance, not one-size-fits-all products. For more than 70 years, Westmark has invested in local people, businesses, and progress, combining modern technology with human-centered service to help members move forward with confidence.
Leave a Reply
Your email is safe with us.