One Team. One Dream.
With an in-house delivery team, BUSINESSNEXT implements its own technology, along with user training and adoption services, so you are getting the very best our solution can bring to your organization. We are your partner all the way through implementation.
Strategy
Our team works closely with you to identify and address your unique challenges, creating customized strategies.
process
Our team efficiently simplifies and guides you through each implementation stage, from analysis to execution.
implementation
We seamlessly integrate our solutions into your system, ensuring minimal disruption and immediate enhancement.
Innovation
Our dedicated customer success team provides ongoing, personalized support, ensuring your team fully leverages our
CRM capabilities.
Strategy consulting
We bring strategic, executive level banking and credit union of experience to your team to ensure you are realizing business value quickly, and mapping to KPI’s. Our team of experts deliver best practices from clients, partners and industry experts.
Process development
Workflow design and business process is not easy. Trust our team of experts who can leverage pre-built functionality to map your quick wins, but also rely on this team to finely tune the nuances within your financial institution so you can define exactly what matters most to your organization.
We also train you in our no code designer how to map out, and build your own workflows, layouts and organization design to build a solution ideal for your organization.
Implementation
No third parties; BusinessNEXT implements its own software. Avoid any vendor confusion have a clear line of sight into goals, milestones and project expectations. Our internal team implements exactly what you’ve purchased and delivers true value to your team from day 1.
We deliver software exactly as you intended.
Ontime. On Budget.
Innovation Subscription
Leverage an agile team of developers with bundled professional services to help you build and extend on top of our platform. This is a solution ideal for a bank or credit union that wishes to go beyond standard configuration and build more custom features into realizing their customer experience mission.
TOPICS WORTH LISTENING FOR GROWTH
Boosting loans & deposits: The blueprint for credit unions to maximize CRM data strategy
Data is the key to unlocking a robust member experience. That’s because it enables CUs to learn deeply about members and predict and identify their next best needs. Doing this allows the credit union to demonstrate itself as a partner in their financial journey and conveniently position its products at just the right time. To succeed with data, credit unions need a strategy to bring data together and use it to drive actionable insights. A well-designed data strategy with a CRM can help credit unions unlock significant value.
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Cultivating Leads, Loyalty, and Lifelong Customers with a Bank-Focused CRM
Combined with the right strategy and process, a CRM enables banks and credit unions to connect the dots throughout the entire customer lifecycle. With these insights, banks and credit unions can customize messaging, continually recommend the next best product for the individual, and foster long-term loyalty.
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Demystifying banking CRMs: 4 critical reasons credit unions need CRM in 2023 and beyond
Today, CRMs are everywhere. They might not stave off an end-of-the-world catastrophe, but they can be used to help your credit union grow and avoid being merged in the process. Just be warned. There’s a big difference between a CRM built for managing sales and marketing versus a true credit union CRM. You need a CRM that does more than store contact information as well as a member’s product and service mix. You need one that helps you avoid a business meltdown and sets you up for success in 2023 and beyond.
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How member data is better than money
Every credit union has a strong call to action that revolves around people helping people. It’s a noble cause that has served the industry and members everywhere well. What does that mission entail at your credit union? Is it driven by data? If not, your credit union could be missing out on opportunities to grow, evolve, and help your members strive for their dreams. That makes data a big part of the greater good. It also makes it better than a blank check for your credit union’s future.
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