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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

Identifying Revenue Opportunities in 2022

It will be difficult for financial institutions to boost revenue in 2022 – many will need to be more innovative than ever to add customers, book loans, and bring in fees. Interest rates should remain low next year, and competition will intensify as loan demand returns. Customers’ shifting preference for digital channels will require tech investments that...
The Bottom Line

Money 20/20: Meeting in Person to Tackle Virtual Challenges

This year’s Money 20/20 conference marked a notable return to large-scale in-person industry events, as thousands of professionals gathered in Las Vegas to discuss all things fintech. It’s unsurprising yet ironic that this group, finally able to meet face-to-face, focused on digital solutions...
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The Bottom Line - Manufacturing

How Rising Freight Costs Are Impacting the Manufacturing Industry

Transportation companies are essential to the supply chain since they quickly deliver incoming materials and ship finished goods to customers. Though some operate with their own transportation fleet, most small to medium-sized manufacturers rely on external transportation companies, which means...
The Bottom Line - Manufacturing

Reasons Why Your Traditional Procurement Strategy Will No Longer Work

The modern supply chain is made up of an incredible network of different industries across the globe that make deliveries to companies and customers in a matter of days. Yet, since early 2020, it has been evident that even the simplest and most streamlined systems are subject to major issues. The effects of...
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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.