Raleigh, NC (February 17, 2026) |
Westmark Credit Union has selected BusinessNext to power the next phase of its digital transformation. The Idaho-based financial cooperative, built on 70 years of relationship-driven banking, will leverage BusinessNext’s purpose-built CRM platform to connect fragmented data across departments, eliminate operational silos, and equip teams with comprehensive member insights.
The partnership addresses a strategic priority for Westmark: creating a truly connected organization where every employee has the visibility needed to deliver consistent, personalized service at every touchpoint.
“We weren’t looking for just another software solution. We needed a true partner who understood the financial services industry and shared our commitment to member-first banking,” said Sara Plothow, Chief Lending and Strategy Officer at Westmark Credit Union. “BusinessNext stood out not only for having a CRM purpose-built for financial institutions, but for their collaborative approach and genuine investment in our long-term success. Their team has taken the time to understand Westmark’s unique needs, asked thoughtful questions, and demonstrated the kind of partnership mentality that aligns with how we serve our own members.”
The implementation will leverage BusinessNext’s configurable workflows, advanced analytics, and automation capabilities to streamline operations while preserving the human touch central to Westmark’s approach. Key features include lifecycle management tools and relationship intelligence that will support more proactive member engagement. The platform’s integration capabilities ensure seamless connectivity with existing systems while remaining highly adaptable to evolving needs.
“Westmark’s focus on breaking down silos and creating shared organizational insight reflects exactly what modern financial institutions need to remain competitive,” said Andrew Piron, President of BusinessNext, Americas. “Their solution-first philosophy and commitment to relationship-driven banking align perfectly with our mission. By unifying member data and empowering their teams with actionable insights, Westmark will be able to deliver the personalized, proactive service that today’s members expect while staying true to the community-focused values they’ve upheld for over 70 years.”
Throughout the evaluation and implementation process, Westmark has emphasized the collaborative nature of the partnership. The BusinessNext team’s responsiveness, industry expertise, and transparent approach have reinforced the credit union’s confidence in their decision to move forward together.