Passionately Serving Our Clients For 25 Years!

  • Strategic Alignment

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

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  • System Decision Clarity

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

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  • Revolutionized Contract Negotiations

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

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  • Conversion Management Precision

    We know what must go right and what can’t go wrong.

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  • Process Innovation

    Transforming the way your institution works by exploiting the new system’s power.

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  • A Company You Can Trust

    We are your trusted advocate, helping you to leverage your vendor partnerships with extraordinary results.

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  • Elevating Conversion Success

    How CEOs can have remarkable influence on the results of a core system change.

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  • Prevailing During a Core Conversion

    How executives can rise to the occasion and stimulate a mindset of change.

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Your Advocate for High-Risk Technology Initiatives


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 key ancillary/surround products.

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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 is Always Upheld

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

Why Next Step?

It’s Not Easy

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.

Highest Level Of Success

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.

Change Agent

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.

No Shortcuts

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.


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.

"We could never have achieved the success level without the day to day guidance, methods and assistance of Next Step. Their experience, knowledge and commitment helped us improve the way we use technology to service our members and to continue to bring increasing value to the member relationship during years of the fastest growth in Redstone's history. Next Step used their expertise to help us successfully maneuver through the biggest change in Redstone's history, and then also helped us improve our business planning for the new environment. I can truly say that Redstone was changed by having Next Step as a partner through our system evaluation, conversion and process improvement - everyone in our organization grew through this process and we are better equipped to ensure we are continuously improving the way we work for the benefit of our members."

Joe Newberry, President & CEO | Redstone Federal Credit Union


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

Our Clients Have a Lot in Common
  • Growing and community focused
  • Expanding digital and commercial lines of business
  • Seeking major process and efficiency improvements
  • Looking for a genuine partner, not just a vendor
  • Want the best for their customers/members and staff
We Focus on Leading Providers
  • Core Vendors such as COCC, Corelation, CSI, FIS, Fiserv (incl. Open Solutions), Finastra, Infosys, Jack Henry (incl. Symitar), Synergent, Share One, Temenos, Nymbus, etc.
  • ATM/Debit, Online Banking, Mobile Banking, Bill Pay, PFM and P2P Vendors
  • Loan Origination, Credit Card, Financial/Accounting and other Key Ancillary Vendors