CONTACT SRM

Our Mission is Clear

We Exist to Improve Your Bottom Line

SRM specializes in contract optimization and advisory services that lead to improved profitability for our clients. We accomplish this through 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.

THE SRM SERVICE STACK

Vendor Contract Optimization

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.

Payments Advisory

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.

Operations Advisory

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.

Customer Engagement

Being prepared for the defining moments of customer engagement and experience is the key to customer loyalty. Through proprietary customer loyalty data and scalable journey mapping processes and solutions, SRM helps you deliver with confidence.

Technology Advisory

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

Reg II 2.0 Revealed: A Summary of the Fed’s Final Guidance

It has been almost a year and a half since the Fed had requested public comment on a “non-substantive” proposed amendment to Regulation II that would 1.) specify that the prohibition on network exclusivity applies to card-not-present debit card transactions, 2.) clarify the responsibility of the issuer to enable at least two unaffiliated networks to comply...
The Bottom Line

White House Provides More Clarity on Digital Assets

We're beginning to get some clarity from the White House regarding its approach to digital assets, including the potential development of a Central Bank Digital Currency (CBDC). With the release of a wide-ranging report, the White House appears to be embracing digital assets and their potential for transparent, cost-efficient, and inclusive financial services. A background press call provided even more insight into the Biden Administration's thinking...
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The Bottom Line - Manufacturing

How Food Packaging Manufacturers Are Overcoming Corrugated Pricing Challenges

Caused by the unprecedented and ongoing economic situation from the COVID-19 pandemic, price inflation is being closely monitored by leading experts. Many industries are already seeing pressure on transport, raw materials, and increased demand. Among these areas is packaging...
The Bottom Line - Manufacturing

4 Emerging Trends in Procurement and Supply Chain Management to Watch in 2022

As 2021 closed and the world is still processing COVID-19’s devastating impact, procurement professionals continue to navigate murky waters. Amid setbacks, new virus variants, supply chain disruptions, and a continuously stuck...
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News

SRM (Strategic Resource Management) Welcomes Payments Industry Veteran Lee Manfred to International Advisory Board

MEMPHIS, Tenn. - SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, today announces that another industry leader and innovator – Lee Manfred...
News

SRM Acquires Sievewright & Associates to Offer Enhanced Service to Credit Unions

MEMPHIS, Tenn. - SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, today announced that it has acquired Sievewright & Associates. Sievewright & Associates, based in Boston, Mass., specializes in credit union consulting through strategic planning, technology strategy consulting, board governance...
SRM in the News

Client Case Studies

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…

SRM Provides Full Suite of Performance Enhancing Services to People First Federal Credit Union

People First Federal Credit Union, headquartered in Allentown, PA, serves the Lehigh Valley area, which includes cities like Allentown and Bethlehem. The business development and…

American National Bank of Texas Entrusts SRM With Business Capability Maturity Assessment & Technology Strategy Roadmap

When Expansion Necessitates Transformation American National Bank of Texas (ANBTX), one of the top 35 banks in Texas, by asset size, arrived at a crossroads…

Consolidating Suppliers Reduced Complexity And Costs For Monogram Foods

Rapid Growth Leads to Challenge of Managing Vendors Growth, in one form or another, is the goal of all businesses. First, there is the challenge…

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

“The money SRM delivered has allowed us to make investments in key initiatives that are placing us on a path to reach $1B in assets, much more quickly than anticipated.”

Michael Kaczenski

President/CEO, Sun East Federal 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.