Credit Unions

SRM has been working with credit unions for the better part of three decades.

We understand the intricacies and nuances you face and can provide the contracts acumen and benchmark data you need to make decisions that will help you deliver the best experience for your members at the right price.

By identifying opportunities across vendors and taking a proven, disciplined approach, our team quantifies your opportunities to unlock savings.

And the savings we achieve can fund strategic engagements that support the C-suite and allow for meaningful enhancements for your membership.

SRM works with credit unions to apply proven analytic techniques, identify opportunities, execute against those opportunities, measure the impact of those activities, and adjust as necessary.

Listen to what some of our clients have to say:

How SRM Can Help Your Credit Union:

SRM experts come from some of the leading financial services companies and fintech solutions providers. We understand how your P & L works, and, among other priorities, we can help you look at your performance data to the national normative data set and identify opportunities for increased portfolio utilization and growth based on those comparisons.

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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Credit Union Case Studies

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…

Sun East Federal Credit Union Partners with SRM and Drives a Seven Figure Bottom-Line Improvement

Taking the Lead One spring, at the GAC conference in Washington, D.C., a satisfied member of SRM’s walked by the team in the convention hall…

Water and Power Community Credit Union CEO Supplements Strong Team to Maintain Focus on Key Strengths

Playing to Strengths These days, an internet search on the topic of “focus” will render a myriad of articles, blogs, podcasts, and videos. Much of…

Let SRM Be Part of Your Success Story

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