A CRM That empowers Credit Unions with Seamless Member-Centric Solutions

BusinessNext exclusively services the Credit Union and Banking industry. As a technology provider to credit unions, we know employee experience creates member experience.

With BusinessNext, you'll:

Get a 360-degree view of your members
Access deep customer insights
Automate your workflows
Manage leads effortlessly
Deliver personalized offers and cross-sell effectively
Track performance and generate detailed reports

SERVICE BASED SOLUTIONS FOR YOUR DEPARTMENT

C-Suite

Branch Operations

Lending

Contact Center

Back Office

Retail Banking

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Gallup recently reported that Credit Unions have seen engagement with members and NPS scores slip by as much as 62%. The primary cause for this slippage is poor visibility and anticipation of members' needs. The root cause is usually siloed data and disparate systems supporting member-facing employees.

BusinessNext bi-directionally integrates to your core and other key technology, creates a member 360 view, yields efficient workflows – connecting multiple departments, increases NPS and CSAT scores and puts your member at the center of everything we do.

Member 360

With Member360, you can get a complete view of your members. Our unified data platform gives employees a single window to access all crucial member information.

Ecosystem Integrations

BusinessNext seamlessly integrates with your data and critical applications within your technology stack. We have proprietary, prebuilt connectors to integrate with anticipation of member needs. Our integrations power the Member 360 view.

Case Management

Collaborate, track, and streamline all member interactions with cases. Employees can access member data and view all interactions and details. Ensure your staff sees all past communications with members, reducing redundancy and addressing concerns promptly and effectively.

Reporting & Dashboards

Ensure operational excellence across all departments. Provide your team with real-time access to reports and dashboards to prioritize member actions and ensure your teams are meeting SLA's and KPI's.

It’s 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 are 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.

NANCY STERNITZKY, CIO, SOUND CU

Efficiency drives employee and member experience

Poor employee experience stems from operational inefficiency. Employees want to help members and create more personalized assistance to member's financial needs.

Juggling multiple systems leads to frustration, poor experience and inefficient operations.

Action Center

Action Center is the result of deep integration with critical systems like lending, online banking and others. Action Center creates straight through-process, single-click experience for the majority of member's daily servicing needs.

Workflows/Zero Code

Enjoy over 80% of your team's daily workflows already built and ready to launch out of the box. Configure your own workflows with an easy-to-use, no-code design studio.

Service Level Tracking

Transform your operational playbook into a time-based system with alerts and countdown timers to close cases and address members' needs

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Knowledge Base

Link to all training and learning materials in line with your servicing actions. Help new employees learn quickly, and all team members confidently respond to member needs.

TRUSTED BY

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CRMNEXT created a member-centric data model for OBEE 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.

JENNIFER ROBERTS, COO, OBEE CREDIT UNION