Our Services

Since 1992, we’ve provided contract negotiation services that unlock savings for our clients.

As times and technology change, we continue to expand our service offering with your needs in mind. Explore our contract optimization and advisory services to better understand how SRM can help you.


Core Processing Platform Consulting

SRM specializes in empowering financial institutions like yours. We excel at evaluating core processing platforms in the broader context of your technology infrastructure. Our approach involves asking precise questions that matter, both internally and externally, to optimize performance and efficiency.


What sets us apart is our deep understanding of the dynamic core processing platforms landscape. We possess the insights and discern which offerings will align seamlessly with your strategic goals and objectives.


Contact us to learn more.

Vendor Sourcing &
Contract Negotiation

SRM has more experience managing RFPs and negotiating with third-party service providers on behalf of our clients than any other advisory firm.

Leveraging years of expertise, benchmarks, and professional negotiation strategies, SRM delivers optimal outcomes and navigates complex contractual terms.

Our strengths for Financial Institutions include payments, banking technology (including core banking/processing systems), and operations.


We provide our clients with research and strategy for any initiative that touches the payments space, helping you navigate complexity and factor for scale.


Through SRM’s operations advisory services, we understand our clients’ ambitions and help them reach their strategic goals. We develop a plan and recommendations by testing hypotheses and emerging themes—a roadmap to change how the business can target improvement in a prioritized way.

Account Boost from SRM

For banks and credit unions to profitably manage client relationships and product portfolios, they must offer personalized, value-added products and services from the moment a consumer or business opens an account or applies for a loan. As a client’s household financial needs evolve, this same approach will allow an institution to harvest new sales opportunities. Account Boost can help you attract and retain profitable consumer relationships.


Knowing how to leverage new and innovative technology as your company evolves is critical to long-term success. SRM offers technology advisory expertise to help organizations develop a strategy for their long-term planning around technology investments. We look at your macro needs as a business to collaborate on a technology strategy and implementation plan that allow you to thrive in the future.

Let SRM Be Part of Your Success Story

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