For 30+ years, SRM has been a trusted strategic partner for financial institutions. We empower financial institutions to plan and achieve their goals through timely insights and actionable strategies. By leveraging our deep industry knowledge, we help financial institutions drive growth, optimize operations, and stay ahead of a rapidly evolving market.
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:
Kelly Ferguson, CAO of Numerica Credit Union
StrategyMAP provides financial institutions with end-to-end support for their Strategic Planning activities. StrategyMAP includes services from meeting facilitation, State-of-the-Industry presentations, and development of a Strategic Plan.
DigitalMAP is designed to help financial institutions understand the overall quality and effectiveness of their current digital capabilities. DigitalMAP also provides a practical roadmap designed to improve digital capabilities based on their strategic goals, their appetite for innovation, and available resources.
MergerMAP is an advisory service designed specifically to support financial institutions considering or pursuing mergers. Each MergerMAP engagement can be structured to provide start-to-finish support and will be customized to the specific needs involved in the merger.
SRM’s Account Boost program begins with a tailored opportunity assessment explicitly modeled for your institution. This leads to a proposal of active programs across four key customer engagement phases – acquisition, onboarding, retention, and cross-sell.
Contact us and see how our experts can unlock savings, efficiency, and innovation for you.
