SRM’s programmatic approach is based on a simple premise: your customers have financial needs that change and evolve over time, and those changing needs create opportunities for different or expanded products or services.

Our practice is built by experienced financial services consultants and analysts who assess complex vendor contracts, evaluate financial metrics within those contracts and deliver outcomes to help you reach your ROI and growth goals.

SRM also provides advisory services around payments strategy, technology organization structure, and operational improvements and efficiency. We advise and direct strategic discussions on how you can establish or revamp various aspects of your business.

SRM is your strategic partner, helping you navigate challenging vendor and technology decisions that have a lasting impact on your institution.

How SRM Can Help Your Bank:

Our team’s level of experience far surpasses those of other firms. Having worked with some of the world’s largest financial institutions, we bring that experience down-market and introduce those ideas into discussions with organizations smaller in size. Our robust client base leans on our expertise and experience dealing with financial institutions from the very small to trillion dollars in size.

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...
The Bottom Line

TerraUSD Collapse is a Teachable Moment in Crypto

Perspective matters when it comes to cryptocurrency. The demise of the TerraUSD stablecoin has understandably spooked the markets. Any sudden free-fall will panic people and make them wonder what’s next. Investors, and FIs looking to offer crypto services, need to read...
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Bank 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…

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…

First State Bank Applies Expertise in Card Branding to Capture More Value

Overview With roots that reach back to the late 1800s, First State Bank (FSB) now serves southwestern Ohio with more than 12 locations. The bank…

Lakeland Adds Millions to Debit Card Portfolio

Overview Recognized by NJBiz as one of New Jersey’s 50 fastest-growing companies, Lakeland is hardly just another community bank. However, there is one area where…

Let SRM Be Part of Your Success Story

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