Next Step Email Format

Financial ServicesFlorida, United States11-50 Employees

Next Step is a financial services firm based in Orlando, Florida, that specializes in core system selection and conversion management for growing banks and credit unions. The company helps clients choose appropriate core platforms, negotiate favorable vendor terms, execute smooth system conversions, and maximize efficiency from new technology, including ancillary systems such as digital banking, loan origination, and payment processing. Since its founding in 1995, Next Step has focused on supporting financial institutions through acquisition and merger conversions, aiming to align technology with strategic growth and operational efficiency. In December 2021, Next Step joined forces with Cornerstone Advisors, creating a broader advisory base to support banks and credit unions with combined experience and resources. The firm operates in the financial services industry and serves clients, primarily within the banking and credit union sectors, from its Orlando location.

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