BusinessNext, Americas

70% of digital transformation efforts fail. But this credit union leader actually beat those odds. Jonah LaFollette, Chief Strategy Officer at Foothill Credit Union, broke down how his team modernized systems, elevated people, and rebuilt member experience from the ground up. Instead of leading with shiny tools, Jonah started with a clear strategic framework, rebuilt its processes, moved critical systems to the cloud, and invested deeply in internal talent. The result: a culture that understands the “why” behind every decision. And a team confident enough to use technology to its fullest potential. Andrew Piron, President of BusinessNext, Americas, goes deep with Jonah on what most digital transformations miss: the people who actually use the technology. #CreditUnions If you want a grounded, people-first roadmap—not another theory-heavy conversation—this podcast episode gives you the first steps to get started.

What makes this phase so valuable is that it lets teams talk about the “why” behind CRM without jumping straight into the “what.” Instead of focusing on features or demos, you can start asking bigger questions: how do we really connect our member data across departments? Where do we lose visibility when members move from a digital interaction to an in-branch conversation? What would it look like if marketing, lending, and frontline staff could see the same member story in one place? These are the kinds of conversations that lay the groundwork for a successful CRM strategy long before anyone issues an RFP. https://lnkd.in/eQMxkkkr

I can’t wait to be in Austin for Future Branches 2025. In addition to a solid agenda and a ton of great guest speakers, we are hosting the keynote with our partner, Foothill Credit Union. The keynote discussion is focused on how credit unions can build teams that scale with technology. And because it wouldn’t be Austin without great food and music, we’re also hosting a Wednesday night off-site at Red Ash Italia, followed by live music at Antone’s Nightclub. If you’ll be in town for the conference, join us! RSVP here: https://lnkd.in/eHxTaGhe

Excited to be heading to Future Branches 2025 in Austin with the BusinessNext, Americas team! We’re thrilled to be joining our partner Foothill Credit Union for a keynote discussion you won’t want to miss. Plus, we have plenty of great after-hours events lined up — the perfect chance to connect and share ideas with peers across the industry. 👉 If you’ll be at the conference, RSVP here to join us: https://lnkd.in/eggntD6p

Excited to connect with everyone at Future Branches 2025 in Austin! Join us for a captivating keynote discussion with our partner Foothill Credit Union. Don't miss out on the thrilling after-hour events lined up! If you're attending the conference and want to join us, RSVP here: https://lnkd.in/eaZANaCh BusinessNext, Americas

Most CRMs weren't built for credit unions. They were built for everyone — which means they work well for no one. BusinessNext is different. It's the only CRM built exclusively for credit unions and community banks — purpose-built for acquiring members, deepening relationships, and reducing churn. In this video, I walk through 3 reasons why credit union leaders choose BusinessNext over generic CRMs. Want to see a live demo? Every Tuesday at 12PM Eastern, I run a no-pressure demo built specifically for credit union leaders. No discovery call. No qualifying questions. Just the product. Pick your Tuesday and come see BusinessNext's CRM in action live: https://hubs.la/Q04bGBWR0 #CreditUnions #Banks BusinessNext, Americas Hope to see you there.