AdobeStock_88898698_edited.jpg

Your Advocate for

High-Risk Technology Initiatives

WHO WE ARE

Next Step is one of the financial industry's most trusted and specialized consulting firms. We provide hands-on project management, consulting, and leadership to help growing banks and credit unions successfully accomplish their high-risk technology projects. We are experienced in core systems, digital banking systems, loan and account origination systems, debit/credit card processing solutions, and other key ancillary/surround products.  

strategic alignment
Knowing how your systems are enabling or impeding you is crucial to achieving future success.

WHY NEXT STEP

risk focused approach

Our methodologies focus on managing the risks inherent with major technology initiatives, thereby saving you from project "crises," clean-up phases, and embarrassing budget overruns.

integrity always upheld

We provide a completely unbiased perspective with no financial ties to the vendors, yet with an "insider's knowledge" of their solutions.

A major system change is an enormous undertaking requiring careful planning, countless tasks and constant oversight. Although many banks and credit unions have very capable staff, they typically lack the necessary time to manage such large, complex projects.

IT'S NOT EASY

With Next Step, you can count on objectivity and methodologies that produce the absolute best results. We don’t simply follow what everybody else does. We take a better approach to attain better results.

highest level of success

Next Step serves as a catalyst to process and operational change, thereby launching an environment of continuous improvement and increased efficiency. Our mindset is to leverage these key initiatives to optimize the positive impact.

change agent

Next Step will ensure your initiative gets done right without risky shortcuts. Our proven processes in the way your custom RFP is developed, functionality gaps are analyzed/resolved, acceptance testing is completed, staff readiness is certified, and customers/members are taken care of will enable you to confidently move forward each step of the way.

no shortcuts
 

CLIENTS

With the benefit of Client Executive Management sponsorship, Next Step is able to produce exceptional results during high-risk technology initiatives.

See What Liberty Bank Said in Connecticut Banking Magazine >

OUR CLIENTs Have a Lot in Common

​Examples of shared goals and characteristic across our clients include:

  • Seeking major process and efficiency improvements

  • Growing and community-focused

  • Looking for a genuine partner, not just a software vendor

  • Want the best technology for their customers/members and staff

  • Expanding digital and commercial lines of business

Working closely with our clients as a synergized team, we bring together partnerships that span across numerous technology companies. Examples include:

  • Alkami

  • Backbase

  • COCC

  • CO-OP

  • Corelation

  • Ellie Mae

  • Finastra

  • FIS

  • Fiserv

  • Jack Henry (incl. Symitar)

  • MeridianLink

  • NCR

  • New Fintechs

  • Q2

  • PSCU

  • Temenos and more

leading & Emerging providers
is our focus
Next Step Pyramid.png

About  |  Careers  |  Contact

Connect With Us

  • LinkedIn - White Circle

Copyright © 2020 Next Step | All Rights Reserved