Next Step Employee Directory

Financial ServicesUnited States11-50 Employees

On December 2, 2021, the management and technology consulting firm Cornerstone Advisors acquired Next Step. The new partnership means enhanced advisory services and growth opportunities for both firms. Our combined experience, relationships, methodologies, and resources positions banks and credit unions for success. 

About Next Step

Passionately Serving Our Clients Since 1995

Next Step provides complete core system selection and conversion management services for growing financial institutions. We help banks and credit unions not only select the right system but also achieve the best vendor agreement, an outstanding conversion, and the greatest efficiency from the new technology. We also provide this assistance for key ancillary systems, such as digital banking, loan origination, ATM/Debit card processing, credit card processing, etc. We also help our clients with acquisition/merger conversions.

Find Next Step employees' phone numbers or email addresses

Next Step Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Next Step's Leadership

  • Stylized image of a person
    B. D.
    Business Relations Manager
    Phone icon
  • Stylized image of a person
    C. C.
    Senior Consultant
    Phone icon
  • Stylized image of a person
    P. M.
    Senior Consultant
    Phone icon
  • Stylized image of a person
    C. P.
    Sr. Consultant
    Phone icon
  • Stylized image of a person
    A. H.
    Business Development And Marketing Assistant
    Phone icon
  • Stylized image of a person
    S. I. R.
    Business Analyst / Technical Writer / Industry Research / News Curator
    Phone icon

Contact profiles from Next Step

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. D.
    Business Relations Manager
    Phone icon
    United StatesFlorida
    Apr 24, 2025
  • Stylized image of a person
    C. C.
    Senior Consultant
    Phone icon
    United StatesOregon
    Oct 19, 2025
  • Stylized image of a person
    P. M.
    Senior Consultant
    Phone icon
    United StatesFlorida
    Oct 27, 2025
  • Stylized image of a person
    C. P.
    Sr. Consultant
    Phone icon
    United StatesFlorida
    May 28, 2025
  • Stylized image of a person
    A. H.
    Business Development And Marketing Assistant
    Phone icon
    United StatesFlorida
    Oct 18, 2024
  • Stylized image of a person
    S. I. R.
    Business Analyst / Technical Writer / Industry Research / News Curator
    Phone icon
    Oct 20, 2025

Frequently Asked Questions

What is Next Step known for?

Minus sign iconPlus sign icon
Next Step was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 6000 Metrowest Blvd., Suite 107 Orlando, FL 32835, US; you can contact the main corporate office by phone at . Explore Next Step's company overview page for more information.

What is Next Step's most common email format?

Minus sign iconPlus sign icon
Next Step employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Next Step email formats with LeadIQ.

How many employees does Next Step have currently?

Minus sign iconPlus sign icon
Next Step has approximately 19 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Next Step's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2025, Next Step's key employees include:

  • Business Relations Manager: B. D.
  • Senior Consultant: C. C.
  • Senior Consultant: P. M.
  • Sr. Consultant: C. P.
  • Business Development And Marketing Assistant: A. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.