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

Is BNPL a Missed Opportunity for Financial Institutions?

Buy Now Pay Later (BNPL) has emerged as one of the most discussed and fastest-growing areas in consumer lending. What has been surprising is the unwillingness of many financial institutions to add it to their product offerings, according to a recent survey by IntraFi Network. Though BNPL upstarts like Klarna and Affirm...
The Bottom Line

Volatility Shouldn’t Derail Your Crypto Strategy

Volatility tends to be a two-way street, so the recent price correction in Bitcoin and other cryptocurrencies shouldn’t come as a shock. Still, that doesn’t take the sting out of the size and speed of the recent decline in Bitcoin, which lost more than half its value between mid-November and late January. Banks and credit unions have begun to consider a play in digital assets after maintaining a cautious distance from crypto...
The Bottom Line

ESG Initiatives Can Cement Customer Loyalty

Environmental, Social, and Governance (ESG) factors play an increasing role in bank and credit union decision-making. Climate considerations, whether the result of government mandates, shareholder activism, or environmental shifts, have altered risk assessment models. Additionally, the prospect of regulators adding ESG metrics to examination criteria is gathering steam...
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Credit Union Case Studies

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…

Dane County Credit Union Gains Unexpected Value From EMV Chip Card Switch, Thanks to an Expert Assist

Overview After serving in many capacities over the past 28 years at Dane County Credit Union (DCCU), and most recently as Executive Vice President and…

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.