Hands-On Leadership Every Step of the Way

You can count on Next Step to deliver industry-leading banking technology consulting and project management services, supported by processes built by us from the ground up. System evaluations, vendor contract negotiations, and conversions are large undertakings; having an experienced advocate with advanced methods such as Next Step will help your financial institution achieve superior results.


Strategic technology assessments

Knowing how your systems are enabling and impeding you is crucial to achieving success.

system evaluation & selection

Selecting core, digital banking, and key systems may be the most important decisions of your career.

vendor contract negotiations

A game-changing process that achieves optimal results for our clients.

conversion management

When it comes to systems conversions, it's all about experience and expertise.

mergers & Acquisitions

The need for strong project management and hands-on expertise escalates during mergers and acquisitions.

process improvement/roi

Transforming the way your financial institution works by exploiting the new system's power




After entering the financial industry in 1995 as a core system conversion management company, Next Step celebrates twenty-five exceptional years of business serving community banks and credit unions.



Riding along in the back seat is not the best strategy for the CEO during a core system initiative. Yes, delegation is crucial during these major change projects, but CEO engagement is key to reaching the highest level of success, versus just crossing the finish line.

how to prevail during a core system conversion

Stressful, demanding, nerve-wracking, and time-consuming. A quick summary of a core conversion! Yet, avoiding the career hazards associated with conversions can be easy for executives. In fact, it is an opportunity to be a leader and champion of change.

is your core system still the best fit for your institution's future?

Next Step's system evaluation and selection process delivers clear "decisionable" information to enable you to efficiently determine whether achieving an improvement plan with your current vendor or moving to an alternative solution is best for your organization.

why use an old process to select a new system

Times have changed. Technologies have changed. Traditional canned checklists, generic demos and antiquated approaches to evaluations simply do not get the level of results demanded by today's growing community banks and credit unions.  

are your systems aligned with your strategic drivers? 

Knowing how your systems are enabling or impeding you is crucial to achieving future success. Next Step's strategic technology assessment delivers clear insight into whether your core, digital, and key ancillary systems are aligned with your strategic drivers. 

system change contemplation weighs heavy on ceo minds

Vendor consolidation, powerful new capabilities, and escalating competitive pressures are causing many to explore a core system change - but when is the right time for your institution?

excerpts from "how to navigate a core conversion"

Along with death and taxes, you can add a core system conversions to your list of dreaded life events. At some point, your IT folks will have made all the patches they can, and they'll need a new system so your credit union can deliver the level of service members deserve.

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