CRM NEXT US

CRM NEXT US Simplify Work, Drive Growth, and Deliver on Experience.

We think CRM should be simple and our vision is to make the lives of all those at a financial institution easier all while growing.

04/05/2022

It’s crunch time, ya’ll! Our first annual WOW Contest—a contest dedicated solely to celebrating inspiring women in the CU world— is accepting submissions through May 6th ONLY.

Let’s get these extraordinary women recognized!

Listen to what one of our esteemed Contest Judges, Latonya Allen, has to say about this opportunity (below) and take a few minutes to nominate an inspiring CU woman today.

Link to nominate HERE: : https://hubs.la/Q017mFcf0

Cue the marching band! This week we celebrate the 100th episode of CRMNEXT’s Banking on Experience podcast! 100 episodes...
04/04/2022

Cue the marching band! This week we celebrate the 100th episode of CRMNEXT’s Banking on Experience podcast! 100 episodes filled with awesome, actionable insight from incredible guest experts across the financial world.

Of course, it only makes sense to feature an especially extraordinary guest expert to commemorate the occasion—which is precisely what we’ve done. :) Anne Legg returns to the podcast to talk data and how you can create “goosebump moments” in your FI.

Full episode here: https://hubs.la/Q017jwvm0

Anne is also an esteemed Judge for our 1st annual WOW Contest, happening NOW! The Contest was created solely to celebrate inspiring women in the CU world, and submissions are only accepted through May 6th. Nominate an inspiring woman here: https://hubs.la/Q017jscV0

03/31/2022

As Women's History Month comes to a close, we dare you to ask yourself: What women in the CU world inspire YOU? Who do YOU know that’s making a difference in the movement?

As Judge, Julie Ferguson says, “Invest in them and others by sharing their story!” - And get them recognized in the first annual WOW Contest- created specifically to celebrate extraordinary women in the CU ecosystem.

The clock is ticking to get submissions in! Take time TODAY to nominate the inspiring woman who came to mind when you read this! ;)

Click here to nominate: https://hubs.la/Q0173hlF0

“You are uniquely situated to provide that easier experience, because you are the institution for the current member.”Je...
03/30/2022

“You are uniquely situated to provide that easier experience, because you are the institution for the current member.”

Jeff Keltner shares top tips around digital experience at your FI—this week on CRMNEXT’s Banking on Experience podcast.



Full episode here: https://hubs.ly/Q016Vktj0

03/28/2022

“You’ve really got to make sure that you’re delivering the best experience for the consumer in the product, and then—how do I connect all those experiences at a data layer.”

So says Jeff Keltner, Senior VP of Business Development at Upstart. He talks digital experience at your FI—this week on CRMNEXT’s Banking on Experience podcast.



Full episode here: https://hubs.la/Q016Vl9_0

03/24/2022

Let’s celebrate the spectacularly authentic women out there rocking the CU space!

The first-ever WOW (Women On Work) Contest was created to recognize extraordinary women making a difference in the credit union movement, and it’s going on NOW!

Nominations accepted through May 6th, and as one of our esteemed Contest Judges, Nanci Wilson, says—it’s time to recognize those women in the industry who “empower each other to be our authentic selves!”

Click here to nominate an inspiring woman TODAY: https://hubs.la/Q016J2690

Ready to build a world-class sales culture at your CU? It’s all about the people. So says Ali Migaki of iQ Credit Union....
03/23/2022

Ready to build a world-class sales culture at your CU? It’s all about the people.

So says Ali Migaki of iQ Credit Union. She sits down to offer top tips for building the culture of your dreams—this week on CRMNEXT’s Banking on Experience podcast.



Full episode here: https://hubs.la/Q016mYrq0

Ali Migaki of iQ CU knows a thing or two about creating a world-class sales culture...A big part of it? Recognition. “Ma...
03/21/2022

Ali Migaki of iQ CU knows a thing or two about creating a world-class sales culture...

A big part of it? Recognition. “Make sure that the staff feel valued and that we have buy-in,” she says, “because that creates the sales culture that we embrace every day.”

Ali shares a wealth of top tips for building the culture your CU deserves—this week on CRMNEXT’s Banking on Experience podcast. Listen in!



Full episode here:https://listen.casted.us/public/101/Banking-on-Experience-a47d3dd6/e50946fc

Is data your love language? You’re in good company! Stephanie Smith of America’s CU Museum and Anne Legg (the Queen of I...
03/17/2022

Is data your love language? You’re in good company!

Stephanie Smith of America’s CU Museum and Anne Legg (the Queen of Innovation herself) are passionate about what leveraging data can do for CUs. They sit down alongside cohost Jon Taylor to talk Anne’s top tips—this week on CU Changemakers: Women On Work (WOW), a series hosted by CRMNEXT’s Banking on Experience.



Full episode here: https://hubs.ly/Q015Yd0-0

03/17/2022

The first annual WOW (Women On Work) Contest was created specifically to celebrate inspiring women in the credit union industry. And it’s happening RIGHT NOW!

Sponsored by CRMNEXT, CU Sol, and America’s CU Museum, the Contest boasts a panel of spectacular Judges, including Merry Pateuk of PSCU—who has this to say about the Contest (see below)

Submissions accepted through May 6th, and today is the perfect day to nominate an inspiring woman (or 10) in the CU ecosystem!

Nominate HERE: https://hubs.la/Q016bz1T0

03/14/2022

“A credit union cannot stand still. Standing still is the recipe for death. You will lose market share…You will lose the member.”

So says Anne Legg, who joins us to talk data, credit unions, and more—this week on CU Changemakers: Women On Work (WOW), a series hosted by CRMNEXT’s Banking on Experience podcast.



Full episode here: https://hubs.ly/Q015Y7mQ0

“If I, Lisa Koenecke could do one thing to change the world, it would be to somehow have a solution to hate. It’s more t...
03/10/2022

“If I, Lisa Koenecke could do one thing to change the world, it would be to somehow have a solution to hate. It’s more than diversity. Let’s eradicate hate.”

Certified DEI Speaker, Teacher, and Best-Selling Author, Lisa Koenecke shares her wisdom on reaching K-12, DEI, and growing your CU—this week on CRMNEXT’s Banking on Experience.



Full episode here: https://hubs.la/Q015t3Dg0

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