Credit Unions

For 30 years, SRM Has Delivered Results for Credit Unions

We understand the challenges Credit Unions face in the digital age. SRM can provide the contract negotiation acumen and benchmark data you need to make decisions that will help you deliver the best experience for your members.

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

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

Here’s What Some of Our Credit Union Clients Say about SRM:

Announcing SRM’s Newest Division, Sievewright & Associates!

SRM has acquired Sievewright & Associates, a trusted consulting firm assisting credit unions with strategic planning and innovative approaches to business growth and efficiency.

Sievewright & Associates serves more than 100 clients across 42 US states, joining the ranks of 1,000+ clients SRM has served.

This acquisition is part of SRM’s long-term vision to be a global leader in enhancing the bottom line for financial institutions.

Sievewright & Associates, a SRM Company, provides three main pillars of service:

Trends Presentations
Meeting Facilitation
Strategic Plan Development
Strategic Dialogue Sessions
Education Sessions
Thought-Leadership Program Targeted at Board & C-Level
Perspectives Reports
Web Portal Access
Annual Membership Fee
Strategic Leadership Forum
DigitalMAP Strategy
Digital Assessments
Digital Strategy Development
Keynote Presentations






Read case studies and hear client testimonials about Sievewright & Associates here.

The Bottom Line

Reg II 2.0 Revealed: A Summary of the Fed’s Final Guidance

It has been almost a year and a half since the Fed had requested public comment on a “non-substantive” proposed amendment to Regulation II that would 1.) specify that the prohibition on network exclusivity applies to card-not-present debit card transactions, 2.) clarify the responsibility of the issuer to enable at least two unaffiliated networks to comply...
The Bottom Line

White House Provides More Clarity on Digital Assets

We're beginning to get some clarity from the White House regarding its approach to digital assets, including the potential development of a Central Bank Digital Currency (CBDC). With the release of a wide-ranging report, the White House appears to be embracing digital assets and their potential for transparent, cost-efficient, and inclusive financial services. A background press call provided even more insight into the Biden Administration's thinking...
The Bottom Line

CFPB’s Buy Now, Pay Later Stance Should Comfort Banks, Credit Unions

Banks and credit unions interested in offering Buy Now, Pay Later (BNPL) services should be pleased with the latest report from the Consumer Financial Protection Bureau (CFPB). Many FIs have been reluctant to dive into the popular consumer offering, largely due to uncertainty over the regulatory environment. SRM asserted in a recent report that banks and credit unions have the experience and tools necessary to handle regulatory scrutiny...
Read More from The Bottom Line

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.