When your teams understand the entire relationship — and what’s likely to happen next — every interaction becomes an opportunity to improve engagement and value.
The Smarter CRM,
Built to Advance Relationship Banking.
Turn member intelligence into more meaningful conversations, personalized experiences, and profitable growth.
Strum CRM brings together powerful customer intelligence, and Strum Voice marketing automation in one connected CRM solution built exclusively for credit unions and community banks.
Every team gets a deeper understanding of each relationship — and the AI-powered insights, triggers and next-best actions to know who needs attention, what they need next, and how to engage them at the right moment.
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Built to Turn Relationship Intelligence Into Action
Most CRMs tell your team what happened.
Strum CRM helps them understand what matters now — and exactly what to do next.
By connecting CUNextGen’s CRM technology with Strum Platform’s segmentation insights, relationship profitability, transaction intelligence and marketing engagement, your teams get a living, actionable view of every relationship to personalize actions and increase engagement.
01 | Know the Whole Relationship
See a unified relationship at a glance.
One intelligent, simplified member view with deep life insights, engagement scoring, behavioral and transactional data, marketing journeys, and relationship profitability.
Your teams instantly understand who someone is, how they engage, the value of the
relationship - and what opportunities exist.
02 | Predict the Opportunity
Turn member behavior into actionable intelligence.
We uncover signals and opportunities using AI and machine learning hidden inside your
data: from “at-risk” churn behaviors, to finding lending and deposit product needs.
Give your teams the intelligence to recognize who needs attention and what may matter next.
03 | Activate in Real Time
Turn insight into action - at the moment it matters.
Transactional, payment and behavioral triggers can initiate personalized journeys, employee alerts, follow-up tasks and automated next-best actions.
Strum CRM connects marketing automation and insights to CRM, so intelligence doesn't
sit in a dashboard — it drives action.
04 | Grow Profitably
Focus your teams on the relationships and opportunities that matter most.
Strum's relationship profitability intelligence helps identify high-value relationships, underdeveloped households and opportunities for deeper engagement.
Move beyond simply cross-selling more products to building stronger, more valuable
relationships over time.
05 | Empower Human Relationships
Give your team intelligence they can actually use.
Put actionable member intelligence and actional triggers directly into the hands of branch, contact center, lending, marketing and service teams.
Employees can see recent engagement, likely needs, relationship opportunities and next-best actions — helping them provide more relevant advice to have smarter, more personalized conversations.
A CRM That Connects the Entire Relationship
One Intelligent Member View
A unified, accurate, holistic view of a member's relationship, behavioral insights and engagement — together in one place.
Smarter Conversations
Know the campaigns members received and engaged with, and provide recommended
next-best solutions so every conversation is more relevant and personal.
Intelligent, Automated Workflows
Automatically assign tasks, trigger notifications, manage follow-up and create
repeatable workflows that keep opportunities and member needs moving forward.
Built for Frontline Teams
Fast, intuitive, real-time access to the information employees need — without making them hunt through multiple systems — giving them more time for the people they're serving.
Connected Across Your Ecosystem
Integrated with your core, LOS, email, marketing automation, mobile, digital and other key systems so relationship intelligence stays current and connected.
Turn Intelligence Into Stronger Relationships
Purpose-Built for Financial Institutions. Powered by Strum Intelligence.
Strum CRM combines CU NextGen's proven MRM technology with Strum Platform's
advanced data intelligence, AI predictive triggers, marketing automation, and engagement capabilities.
Together, we've created something different than a traditional CRM: a connected relationship intelligence solution designed specifically around how credit unions and community banks understand, serve and grow relationships.
