CU SOL & CRMNEXT to partner on CU SAFE initiative

SAN FRANCISCO, CA (October 14, 2021)CU SOL and CRMNEXT are proud to announce an alliance between their respective organizations, as well as the launch of the CU SAFE initiative.

CU SOL, an Albuquerque, NM based CUSO with credit union owners from DC to Guam, was founded to “move to space” within the credit union movement by providing unique solutions that can scale up or down to help credit unions of all sizes survive and thrive.

The recent partnership with CRMNEXT, a full-suite CRM built specifically for the credit union movement in the US, was a perfect fit for CU SOL’s mission as there is a clear gap in CRM providers built for the CU space and an even clearer need for CUs below $500 Million in assets to empower their organizations through simplified work and improved efficiencies.

“I have seen a clear need in the CU space for years now for a CRM that does not need significant customization to fit our credit union needs but it was CRMNEXT’s passion for helping small to mid-size credit unions survive and grow that truly set them apart.  They are an organization with a heart which was a perfect match for CU Sol” said CU Sol CEO, Jonathan Taylor, on the partnership with CRMNEXT.

CRMNEXT is committed to working with CUs of nearly any size on their data journey and has become a trusted partner in the CU space.

“I am so excited about the opportunity we have to make an even bigger difference in people’s lives,” added James Gilbert, Head of Marketing at CRMNEXT. “CU SAFE is going to open so many doors for credit unions to truly embark on the journey of financial inclusion and financial education. We couldn’t be more thrilled to work on this initiative with CU Sol.”


CRMNEXT, Inc., is the leading global CRM solution provider in financial services. A Gartner Magic Quadrant Challenger company, CRMNEXT picks up where traditional CRMs leave off providing work simplification, robotic automation, immediate results and greater empowerment for both team members and customers. It eliminates the artificial barriers between human and digital channels, enables innovation and world-class, omnichannel customer interactions from a single, unified platform. With more than one million bankers and one billion customers globally, CRMNEXT has become the largest CRM in financial services by effectively recalibrating the potential for both large and small organizations to grow assets, quality relationships, profitability, service and innovation. For more information, visit

About CU SOL

Our mission statement:  “Collaborative partners developing and enhancing solutions relevant for the Credit Unions and the people they serve.”

CU Sol was originally formed as a multi-owner subsidiary of two stable, substantial, and forward-thinking credit unions – a 1.3 billion dollar New Mexico credit union and a 500 million dollar credit union in Guam. As more credit union owners joined, they combined forces to initiate the product development process with a goal of delivering needed products and services for small to mid-sized credit unions.


Kristina Keene
Marketing Manager
C: 801-232-4925

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