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

What Investors Want to Know About Your Tech Strategy

In a recent conversation with a Colorado banker about tech strategies, he mentioned a looming investor meeting. He was putting together an overview and was trying to decide the best way to proceed. "These are the people who provide the underlying support for what we're doing, so I want to make sure...
The Bottom Line

BNPL: Why Banks and Credit Unions Need to Pay Attention

Financial institutions of all sizes are under pressure to find new revenue sources and solidify their status as customers' trusted financial advisors. One would think FIs would race to participate in a lending category projected to grow significantly in coming years – and one where 70% of consumers indicated in a recent survey that they'd...
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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 Releases Report on Buy Now, Pay Later Services and Why It Matters for Financial Institutions

MEMPHIS, Tenn.--(BUSINESS WIRE)--SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, manufacturing, retail, and other industries across the U.S. and Europe, today released its most recent report, “Buy Now, Pay Later: What’s Old is New Again in Payment Choices.”
News

SRM Releases Report on Cryptocurrency Adoption and Its Importance for Financial Institutions

MEMPHIS, Tenn. - SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, manufacturing, retail, and other industries across the U.S. and Europe, today released its most recent report, “Cryptocurrency 2022: Converting a Threat into an Opportunity”...
SRM in the News

Client Case Studies

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…

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…

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…

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.