Purpose-Built for Financial Institutions

The All-in-One CRM
Built for Banks &
Credit Unions.

See how BusinessNext helps financial institutions grow relationships, streamline operations, and deliver smarter service — with a platform built around how your teams already work.

Schedule a Demo

Submit your info and we'll set you up for a half-hour tour of the BusinessNext platform.

The Platform

One system. Smarter service.
Stronger relationships.

BusinessNext connects your data, your team, and your goals — so every conversation leads somewhere.

🏦
Core Banking
Symitar, Silverlake, Corelation & more
💻
Digital Banking
Online & mobile interactions
🏢
Branch & Call Center
In-person & phone touchpoints
📋
LOS & Other Systems
MeridianLink, forms & more
BusinessNext
Platform
⚡
Smarter Servicing
360 view, cases, action center, churn scoring
❤️
Accelerate Growth
Segmentation, workflow automation, lead scoring, sales pipeline
🎯
Grow Client Lifetime Value
Insights, WorkNext AI, next best offers, marketing automation
🤖
WorkNext AI
Next best offers, predictions, insights

Core Banking Integration

BusinessNext connects directly to your core — Symitar, Silverlake, Corelation, and more — so your team sees a real-time, unified view of every account without toggling between systems. No middleware. No manual data entry.

Trusted Partnerships With
Dupaco Community Credit Union
Magnifi Financial
State Department FCU
Westmark Credit Union
Foothill Credit Union
WESTconsin Credit Union
Industry Recognition
2025 Forrester Wave™ Leader

Ranked #1 for Current Offering in financial services CRM.

Forrester evaluated seven of the most significant CRM providers for financial services. BusinessNext earned the top spot for Current Offering — the category that measures what the platform can actually do today.

Top scores in 10 criteria including AI, user adoption, and account opening. Highest possible score in Vision, Innovation, and Roadmap. Customer Favorite designation for above-average feedback.

Read the full report ›
Contenders Strong Performers Leaders Strength of strategy → Strength of offering ↑ © Forrester Research, Inc. Unauthorized reproduction, citation, or distribution prohibited. BUSINESSNEXT #1 Current Offering Salesforce Creatio ServiceNow Microsoft Oracle Pegasystems Above-average customer feedback Customer Favorite
Customer Testimonials

What our customers say.

CRMNEXT is our strategic partner to deliver digital transformation across our credit union. We leverage their technology to overhaul and unify member service processes into one single point of view. We have completely reimagined our service request and delivery process, referral management, and complaint workflows. We continue to innovate and engineer processes and procedures around the CRMNEXT platform to deliver great experiences to our staff so that they are engaged and deliver superior service to our members.

Steve Ervolino
Steve Ervolino
CIO — Dupaco Community Credit Union

We are living in an extraordinary financial environment. Banks and credit unions feel the squeeze with rising rates and margin compression. It is 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 is 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. We chose BusinessNext to partner with us and to power our experiences.

Nancy Sternitzky
Nancy Sternitzky
CIO — Sound Credit Union

BusinessNext created a member-centric data model for O BEE 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
Jennifer Roberts
Chief Operating Officer — O BEE Credit Union

We all knew that deploying a next generation CRM tool was going to be a challenge, but necessary to continue our path as a digitally innovative credit union. CRMNEXT has helped us achieve that goal while demonstrating innovative approaches and a strong partnership. With the foundational pieces in place, we are building more modules to integrate disparate systems into a unified view that will benefit staff in all our member-facing as well as back-office teams.

Brad Shafton
Brad Shafton
SVP of Digital & IT — Magnifi Financial
No Sales Call Required

See the Platform Live
Every Tuesday.

Skip the discovery call. Join Demo Tuesday — our live 30-minute group session where you can see BusinessNext in action and ask anything.

Pick Your Tuesday › Or schedule a private demo
Partnership Announcements

The latest from BusinessNext.

View all news ›
Partnership
March 17, 2026
State Department Federal Credit Union Selects BusinessNext to Strengthen Operations and Serve Its Global Membership
SDFCU has selected BusinessNext as its CRM partner, bringing its 90,000 members worldwide a more connected, consistent experience.
Read more ›
Partnership
February 17, 2026
Westmark Credit Union Selects BusinessNext to Unify Member Data and Advance Digital Transformation
Westmark Credit Union selects BusinessNext's purpose-built CRM to unify member data, eliminate silos, and deliver personalized service.
Read more ›
Partnership
September 16, 2025
First Source Federal Credit Union Selects BusinessNext CRM to Support Continued Growth
First Source Federal Credit Union has selected BusinessNext as its banking CRM to power its next phase of growth.
Read more ›
Partnership
June 3, 2025
SESLOC Credit Union Taps BusinessNext to Transform Banking Operations and Unlock New Growth Opportunities
SESLOC Credit Union selects BusinessNext to drive digital banking transformation and unlock new growth opportunities.
Read more ›