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

How the Global Chip Shortage Could Lead to Headaches for Financial Institutions

The global supply chain has drawn more mainstream attention over the past year than in generations – or perhaps ever. Supply chain issues have affected everything from shipping container shortages to automobile production to gaming consoles to, believe it or not, credit and debit cards. A critical...
The Bottom Line

What’s Driving the ICBA’s Pivot with Credit Unions Buying Banks

Although credit unions have been acquiring banks for nearly 20 years, the banking industry has recently intensified its efforts to slow the pace of activity. The pushback is partially due to the aggregate number of credit unions buying banks – roughly 100...
More Financial Services
The Bottom Line - Manufacturing

The Necessary Practice of Price Forecasting in Manufacturing

As a manufacturer, one of your main goals is balancing the right amount of product in stock. With too little, you run at inopportune times, which causes customers to purchase elsewhere. With too much, you pay unnecessarily high costs for inventory management. To find a reliable middle ground...
The Bottom Line - Manufacturing

How to Identify Cost Savings with a Contract Manufacturing and Packaging Supplier

To maintain a competitive advantage in the ever-changing manufacturing world, optimizing your supply chain — especially in the areas of manufacturing and packaging — can provide efficiencies and cost savings...
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News

Fintech Ecosystems — Some Assembly Required

In the wake of the coronavirus pandemic, a flood of consumers and businesses became digital converts almost overnight. To keep up with their customers’ heightened need to do day-to-day tasks from home, conversations between financial institutions and fintech vendors intensified. As banks and credit unions seek to partner with fintechs...
News

SRM Publishes Report on Boosting Account Growth

MEMPHIS, Tenn.–SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, today released its most recent SRM Academy Report, “How Financial Institutions can Boost Account Growth to Move with Changing Margins.” In times of economic uncertainty...
SRM in the News

Client Case Studies

1ST Bank of Sea Isle City Case Study

Though he does not hail from Missouri, Larry Schmidt, CEO and President of 1st Bank of Sea Isle City in Sea Isle, New Jersey, has…

Great Lakes Credit Union (GLCU) Gains From Renegotiating Card Processing Contracts with Credit Union Advisory Firm SRM

KNOWLEDGE THAT PROVIDES AN EDGE In the Credit Union arena, Great Lakes Credit Union (GLCU) is powered by a wealth of industry knowledge that runs…

For American National Bank Of Texas, It’s Not Just The Business Done But Who The Business Is Done With That Counts

Robert said. “The partnership is mutually beneficial. We are all better off doing business together. I imagine we will have other opportunities to work together. I certainly hope that is the case.”

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

“It’s really pretty simple. Someone I trusted introduced me to SRM. Today, I would do the same for any of my peers at other institutions.”

Barry Roach
President and CEO, Water and Power Community 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.