30+ Years of Delivering Results to Financial Institutions

SRM specializes in vendor sourcing, vendor contract negotiation, and advisory services that lead to improved profitability for our clients. We accomplish this through our proprietary benchmarking data, knowledgeable consultants, and impartial quantitative and qualitative analysis, with minimal disruption to your day-to-day operations. We are global in footprint, but steadfast in our commitment to individualized service.

MORE ABOUT SRM

Service Offerings That Matter for Today and Tomorrow

During our first three decades in business, we helped clients secure more than $5 billion in savings through vendor contract optimization and advisory services. As your needs change, we’re providing a broader service offering that aligns with the organizations of tomorrow.

Contracts

Our teams are the best in the business when it comes to consulting on and negotiating vendor contracts, averaging 15-20% bottom line benefit per engagement.

Strategy

How do you know when you’re ready to make your next big move? Our consultants specialize in capability maturity assessments and organizational strategy for your road ahead.

Payments

Payment flows are evolving fast. Our team keeps you positioned for the future of payments, providing insights and balanced strategic advice across card networks, credit/debit processing, P2P payments, and more.

Technology

More than ever, technology is the lynchpin of efficiency and expense reduction. Our consultants bring decades of experience to your technology strategy and help you onboard intelligent automation and analytics programs to improve your outcomes.

EXPERTISE & KNOWLEDGE

SRM Brings The Industry Knowledge You Demand

We hire our team from the world’s leading corporations, management consulting, and vendor service provider firms. Aligning the ideal industry experts, research, and processes on every client engagement is critical to our, but more importantly, your success.

The Latest Trends and Insights from SRM

The Bottom Line

Tracking the Rise of AI-Enabled Fraud

The rapid advancement of artificial intelligence, particularly generative AI tools like ChatGPT, is ushering in a new era of financial fraud. Malicious actors are leveraging these technologies to craft more convincing and sophisticated scams, putting consumers and institutions at greater risk than ever.
The Bottom Line

One Year Into FedNow: An Unvarnished View of Instant Payments

Although instant payments have been available in the United States since 2017 – via The Clearing House’s RTP rails – many in the industry treated last month as their first anniversary. That’s because in July 2023, the Federal Reserve launched its FedNow service, kicking off market competition in earnest.
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News

SRM Recognized as a Best Place to Work in Memphis for the Fourth Consecutive Year

SRM, a trusted advisory firm serving financial institutions across North America and Europe, today announced the company was recognized as one of the 2024 Best Places to Work in Memphis by the Memphis Business Journal (MBJ) for the fourth consecutive year. SRM was founded and remains headquartered in Memphis, TN.
News

SRM Acquires Kenneth J. Sole & Associates to Offer Enhanced Technology and Implementation Expertise to Financial Institutions

SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across North America and Europe, announced that it has acquired Kenneth J. Sole & Associates.
SRM in the News
Podcast

Season 2, Episode 3: Injecting Startup Thinking Into Financial Institutions with Steven Van Belleghem

Podcast

Season 2, Episode 2: 2024 Commercial Payments Overview and Trends

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Client Case Studies

SRM Assists in Reducing Fraud & Dispute Charges, Improving Member Service

SRM’s dedicated fraud experts were able to analyze, strategize, and execute an effective strategy to improve the credit union’s fraud management, reduce charge-offs, and increase service efficiency in only four months. The credit union is actively utilizing the success plan SRM provided and is experiencing significant operational improvement.

SRM Delivers Vendor Contract Negotiation and Advisory Services to HAPO Community Credit Union

Since 2020, SRM and HAPO have forged a strong relationship, with SRM assisting with multiple projects for the credit union. SRM has identified core opportunities for the credit union to implement, yielding significant savings and growth opportunities.

Water and Power Community Credit Union CEO Supplements Strong Team to Maintain Focus on Key Strengths

Playing to Strengths These days, an internet search on the topic of “focus” will render a myriad of articles, blogs, podcasts, and videos. Much of…

SRM Partners with Texans Credit Union for Comprehensive Payments Realignment

The original Texins Credit Union was founded in 1953 by 11 Texas Instruments workers looking to improve their financial well-being. They pictured a credit union…

WHAT CLIENTS SAY ABOUT SRM

“When SRM presented its findings, they identified several options and described how they could help negotiate more favorable terms with our existing vendor.”

Ron Schwarz
COO, Lakeland Bank

“SRM’s ability to survey their resources for answers beyond our reach is invaluable. We needed
someone who has been there and done that and could bring their unique experience in this area to help us to see what was missing in our card activation program.”

Erin Mendez

President/CEO, Patelco Credit Union

“With SRM, you are not only dealing with extremely competent advisors but with quality individuals that will absolutely deliver what they promise. The firm is built upon integrity and doing the right thing. In our business, that is what counts.”

Robert Messer
CFO, American National Bank of Texas

Let SRM Be Part of Your Success Story

Contact us and see how our experts can unlock savings, efficiency, and innovation for you.