CCUA Partnership with SRM Brings Advisory and Technology Benefits to Member Credit Unions

Marlborough, MA – The Cooperative Credit Union Association (CCUA) proudly announces a strategic partnership with SRM, an independent advisory firm that has generated more than $10 billion in savings for their clients over the past three decades.

SRM has a long-standing history of serving credit unions across the New England and Mid-Atlantic regions – many of which are members of the CCUA. With a deep understanding of the local credit union landscape, SRM brings regional insight and national expertise to every engagement.

Through the partnership, CCUA member credit unions gain preferred access to SRM’s full portfolio of offerings, including:

• Sourcing Advisory: Analysis, benchmarking, vendor selection/RFP management, vendor contract negotiations and other strategic sourcing initiatives
• Payments Advisory: Commercial, consumer and instant payments, credit/debit card portfolio optimization, fraud prevention, product development and market expansion
• Corporate Advisory: Strategic planning, digital strategy, mergers & acquisitions, artificial-intelligence enablement, organizational design, compliance and risk, policy development, research, and analytics
• Technology Advisory: Core processing and digital-banking strategy, migration and integration services, project management, and expert staff augmentation
• SRM Boost™ Programs: Strategic growth platform for new-member onboarding, cross-selling/card optimization, and new membership growth

Recognized nationwide as a trusted advisor for more than 30 years, SRM is also a member of America’s Credit Unions’ Business Advocate Program and counts noted industry strategist Mark Sievewright among its executive leadership.

“Ensuring access to SRM’s proven advisory capabilities strengthens CCUA member credit unions’ position in contract negotiations, payments innovation, and technology transformation,” said Melissa Pomeroy, EVP & Chief Operating Officer, CCUA. “The partnership directly supports credit unions’ commitment to deliver exceptional member service and financial performance.”

"Our collaboration with CCUA is rooted in a common goal: driving meaningful results for credit unions through insight-led advisory and technology solutions,” noted Stephen Johnston, SRM’s Chief Growth Officer. “SRM’s expertise aims to unlock new opportunities in payments, sourcing, technology, and member experience for the CCUA’s member credit unions.” 

As part of the partnership, SRM will facilitate seasonal roundtables for CCUA’s member groups and will be featured at CCUA marquee events, providing additional opportunities for credit-union leaders to engage with SRM experts. For more details on SRM services now available to CCUA member credit unions, please visit www.ccua.org/srm. 

Media Contact

Janelle Mullen
Vice President of Member Engagement
Email: jmullen@ccua.org