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CRMNext believes streamlining the daily tasks of credit union employees is a key component to sustained organizational growth and success. Seamlessly integrating with a credit union’s core and all other systems, such as Symitar, Fiserv DNA, and XP2, CRMNext serves as an all-in-one hub, providing work simplification, robotic automation, and immediate results for both staff and members. The configurable platform makes transforming the member experience across both assisted and digital channels simple, enabling credit unions to grow productivity, assets, profitability, service, and innovation. No more navigating through different screens, systems, and applications when serving a member — with CRMNext, there’s one place to do it all in just a few clicks.

Products Offered

  • Customer Relationship Management Technology Solution
  • Smarter Campaigns to Increase Engagement
  • Strategies to Maximize Conversions
  • Artificial Intelligence Customer Service
  • Cross-Sell Modeling