The Smarter CRM, Built for Financial Institutions.

Strum CRM brings together the power of CU NextGen’s member relationship management platform and Strum Platform’s industryleading intelligence to help your team build stronger relationship, deliver better experiences, and make every interaction more meaningful.

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Purpose-Driven

Most CRMs are designed for sales teams, but Strum CRM was built specifically for the way you serve your community.

By combining CUNextGen’s technology with Strum Platform’s analytics and engagement intelligence, your team gets a complete picture of every person that comes through the door - so they can anticipate needs, personalize conversations, and strengthen relationships at every touchpoint.

One Complete View

Bring together core data, loan status, communications, marketing engagement, profitability, and more into a single view your team can access instantly.

Smarter Conversations

Know the campaigns they’ve received, products they’re most likely to need, and next best actions, so every conversation is personal.

Built for Engagement

Easy to implement ML Predictive Triggers to drive next-best cross-selling, “look alike” models and protect “at risk” audiences.

Automate your Work

Automatically assign tasks, send notifications, track completion, and build repeatable workflows that keep requests moving forward, without manual follow-up.

For Frontline Teams

Fast, simple, and intuitive, give employees more time to focus on what matters most.

Fully Connected

Integrates seamlessly with your core, email, loan origination, marketing automation, digital engagement, and more, so information stays up to date everywhere, automatically.

Turn Data Into Better Member Experiences

When your team understands the full relationship, not just the account, they make better decisions and create better outcomes. Strum CRM helps you:

  • Deliver more personalized service
  • Identify growth opportunites
  • Prevent attrition
  • Improve follow-up
  • Increase engagement
  • Create stronger relationships
Turn data into better member experiences.

Powered by Financial Industry Experts

Our CRM combines two platforms into one seamless experience.

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Together, we developed a CRM that’s smarter, more connected, and built specifically for financial institutions.

Want to learn more?

"My 15 years of leading financial institutions gave me a deep understanding of what data teams need to be successful. I believe Strum Platform is the future."
- Laurie Flanders, SVP of Client Experience & Growth at Strum Platform