CRMNEXT

CRMNEXT is hosting Survival of the Data-Fittest: Win the Retention Race in Modern Banking. Make sure to attend it on April 24.

Financial customers are seeking institutions that truly understand their needs. With the right approach, you can create meaningful connections that inspire long-term loyalty and deeper relationships. Join our LIVE Banking on Experience conversation where Joshua Barclay and Andrew Piron host an expert panel from Magnifi Financial, Vertice AI, and Community Financial Credit Union to share battle-tested retention strategies. Discover: - What drives members and customers to shop around - Smart approaches to unify fragmented data systems - Case studies from institutions with exceptional retention rates - Step-by-step implementation guidance to sidestep common mistakes Ready to keep your members and customers happier, longer? 👉 Reserve your spot: https://lnkd.in/gbZbhn8c 👈 #data #CRM #retention #banking #creditunions

Foothill Credit Union Chooses BusinessNext to Transform Member Relationships!   After evaluating multiple CRM platforms, Foothill Credit Union has selected BusinessNext to unify their member data across critical systems and deliver enhanced service experiences.   "What we're trying to provide is really a complete picture of every member that walks in the door," explains Jonah L., Chief Strategy Officer at Foothill Credit Union. "This solution will enable more meaningful conversations while showcasing our enhanced products and services."   The partnership leverages our banking-exclusive focus and pre-built integrations with their core banking systems, MeridianLink, and Synergy—making implementation straightforward and efficient.   As the #1 Leader in the 2025 Forrester Wave for CRM in Financial Services, we're proud to support Foothill's mission to better serve their healthcare, education, and local government communities.   👉 Read the full partnership announcement here: https://lnkd.in/gm9P5QM9 #creditunions #banking #memberexperience #CRM #financialservices

🏆 BusinessNext Named LEADER in The Forrester Wave™: Financial Services CRM, Q1 2025 🏆 We're thrilled to announce that BusinessNext ranks highest for current offerings among all vendors evaluated in The Forrester Wave™! Our banking-exclusive platform earned: ✅ Highest Customer Feedback rating ✅ Top platform for AI, User Adoption, Account Opening, Customer Self-Service, and Business Configuration ✅ Highest score for Vision, Innovation, and Roadmap Unlike generic CRMs, BusinessNext is built specifically for credit unions and banks, unifying fragmented data into actionable insights that empower teams and deepen customer relationships. Download the full report: https://lnkd.in/gHPY6QBZ #FinancialServices #BankingTechnology #ForresterWave

It's time for our next employee spotlight: Meet Jake Freeman! Most notably from our conversation, we asked what he feels a common misconception about his role is and loved his answer: "Sales is often associated with the pushy salesperson people try to avoid. However, in our industry, it's about building long-term partnerships, sometimes taking years before someone becomes a client. Sales has evolved into a consultative approach where we genuinely care about the needs of those we’re working with. Given the size of the investment, we don’t want to waste a potential partner’s time—or our own—so deals aren’t forced. Instead, it’s about finding the right partners whose specific needs align with what our platform can solve." When not helping financial institutions unlock their data potential, Jake's remodeling his house (he built a sauna!), exploring new countries, or hiking with friends. As President Andrew Piron notes: "I love working side by side with Jake. What impresses me most is his dual focus on customer needs and team collaboration. He consistently brings the right attitude and mindset to work every day." We're glad to have you on the team, Jake! #employeespotlight #CRM #data #banks #creditunions

In the latest Banking On Experience Podcast episode, hosts Joshua Barclay and Andrew Piron sat down with marketing automation expert Philip Easley-Bosley to tackle a critical question: Why are financial institutions STILL struggling with customer data and segmentation in 2025? 🔑 Key takeaways: ➤ Why it's not enough to just have data—you need to know how to use ➤ Moving beyond outdated demographic segmentation to behavior-based insights ➤ How integrated CRM systems transform customer interactions both digitally AND in-branch ➤ The ROI justification for making smarter segmentation investments now As Phil puts it: "It's not 2010 anymore. If you don't make your marketing personal through effective segmentation and automation, you lose by default." Don't let your competitors outpace you in the race for member and customer engagement. Listen to the full episode to discover how unified, actionable data can transform your institution's growth strategy. 🎧 Link in comments #actionabledata #CRM #banks #creditunions

Did you miss connecting with us at Fintech Meetup this week? There is still one opening in our upcoming Tuesday Demo Session on March 18! Join fellow banking and credit union professionals in our pressure-free environment where you can: - Experience our platform firsthand - Exchange valuable industry insights - Ask questions in a relaxed setting - no sales pitches Reserve your spot now 👉 https://lnkd.in/g8EjmDWJ #CRM #ActionableCRM #banks #creditunions

🔍 Spotted: Our president, Andrew Piron, rocking a standout pink blazer at Fintech Meetup today! If you're at the event today, play a little game of "Where's Andrew🕵🏻♂️" by looking for the pink blazer and stop by to chat about how BusinessNext is transforming CRM for credit unions and banks. He'd love to share how our purpose-built solutions are helping financial institutions unite their data, deepen relationships, and streamline operations. Not attending? No FOMO here! We will have him rock the pink blazer in our next Tuesday Demo Sessions for a full session of 5 groups 👉 https://lnkd.in/g8EjmDWJ #BankingCRM #CRM #FintechMeetup Fintech Meetup

"I hate the way you talk to me, and the way you cut my hair..." —Wait, wrong list! 😉 "I hate how our CRM wasn't built for banking" — sound familiar? We've identified the top 10 CRM frustrations keeping banking executives up at night (and how leading financial institutions are solving them). Our new blog "10 Things Bankers Hate About Their CRMs (And How to Fix Them) is live now 👉 https://hubs.la/Q03b9Lw10 #CRM #banks #creditunions

Every breakthrough begins with a woman who dares to challenge the status quo. At BUSINESSNEXT, we don't just witness women's potential we nurture it, celebrate it, and amplify it. Our women are innovators, leaders, problem-solvers, and visionaries who transform challenges into extraordinary opportunities.   From engineering to strategy, from research to leadership, women are the driving force that propels our organization forward. Their resilience, creativity, and unwavering determination aren't just changing our company they're reshaping industries and inspiring generations.   Today and every day, we stand in awe of the women who prove that when empowered, there are no limits to what can be achieved. #InternationalWomensDay #WomenInBusiness #BUSINESSNEXT #UpForTomorrow