Our Services

Since 1992, we’ve provided strategic advice to financial insitutions and unlocked billions in savings for clients.

As times and technology change, we continue to expand our services with your needs in mind. Explore our expertise in contracts, strategy, payments, and technology to better understand how SRM can help you.

SRM Services

Contracts

SRM’s Contract Advisory service is your institution’s strategic partner for establishing a winning contract game plan. Oftentimes, institutions are unaware of potential savings and other trends driving operational efficiency. SRM focuses on a suite of services aimed at evaluating your entire vendor contract lifecycle.

Our Contract services include ContractMAP, Vendor Contract Negotiation, Vendor Selection & RFP Support, and Merger & Acquisition Support.

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Strategy

Our expertise covers an array of strategic initiatives, including annual strategic planning, organizational strategy, digital transformation and implementation, merger and acquisition advisory, and strategic account acquisition and growth.

Our Strategy services include StrategyMAP, DigitalMAP, MergerMAP, and Account Boost.

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Payments

Navigating the complexity of the evolving payment landscape is not meant to be done alone. SRM specializes in specific Payments Advisory offerings to help your institution remain competitive, enhance operational efficiency, and safeguard against emerging threats.

Our Payments services include Commercial Payments Strategy, Consumer Payments Strategy, Credit & Debit Card Portfolio Optimization, Fraud Prevention & Analysis, and Instant Payments.

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Technology

Innovation, planning, and implementation are critical to long-term success across your technology stack. SRM offers technology advisory services to help organizations develop a long view on technology investments. SRM looks at your institution’s needs to collaborate on a technology strategy and implementation plan that will allow you to thrive today and tomorrow.

Our Technology services include Artificial Intelligence Advisory, Digital Banking Platform Consulting, Core Processing Platform Consulting, and Core & Digital.

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