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Our combined experience, resources, methodologies, and relationships will deliver your bank or credit union unparalleled services that expedite your success.


Next Step is one of the financial industry's most trusted and specialized banking technology 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.


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 financial technology 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.


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



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 financial technology companies. Examples include:

  • Alkami

  • Backbase

  • COCC

  • CO-OP

  • Corelation

  • Finastra

  • FIS

  • Fiserv

  • ICE Mortgage Technology (Ellie Mae)

  • Jack Henry (incl. Symitar)

  • Lumin Digital

  • MeridianLink

  • NCR

  • New Fintechs

  • Q2

  • PSCU

  • Temenos and more


leading & Emerging technology providers

is our focus