Next Step logo

Next Step Employee Directory

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.

Find Next Step employees' phone numbers or email addresses

Next Step Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Next Step's Leadership

  • Stylized image of a person
    S. I. R.
    Business Analyst / Technical Writer / Industry Research / News Curator

Next Step Employee Metrics

100%
50%
0%
2026
2025
  • Consultant
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Next Step

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. I. R.
    Business Analyst / Technical Writer / Industry Research / News Curator
    Jun 28, 2026

Frequently Asked Questions

What is Next Step known for?

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Next Step was founded in 1995 operates in the Financial Services industry; 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?

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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?

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Next Step has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Next Step's key employees and leadership?

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As of July 2026, Next Step's key employees include:

  • Business Analyst / Technical Writer / Industry Research / News Curator: S. I. R.

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