Next Step Client Engagements

Growing institutions continue to gravitate toward Next Step’s better approaches to vendor evaluations, contract negotiations, conversion management, and process improvement.



Our clients choose us because we have a long track record of successfully managing major technology projects that bring enterprise-wide transformation and growth. They especially appreciate the way we work, developing a deep and trusted partnership at all levels of the organization.

We are very active in the industry, working through the difficult times of today's environment while achieving amazing results with our clients and their vendor partners.

Shown below are many client examples. If you would like more information, please scroll down for engagement summaries by client asset size. Insightful testimonials are also provided below.



$1.8 Billion

South Carolina

$419 Million


$2.7 Billion


$2.3 Billion


$5.8 Billion



Our engagements involve high priority, high profile technology initiatives which demand the best processes, strategies, and people to accomplish the stated objectives. Our clients know they can trust us to work smarter and harder than any company to ensure their success. Yet no one can speak more confidently and powerfully to you than our clients, your peers.

Cathy Pace

President & CEO

Allegacy Federal Credit Union

$1.8B | Winston Salem, NC | Members: 159,473 

Thank you, Next Step, for helping us to take our BEST Next Step in our technology journey.

Eddie Young

President & CEO

The Police Credit Union

$1.02B | San Bruno, CA | Members: 41,351

If you want to talk about a mutually beneficial and strategic partnership, look no further than us with Next Step.

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