Strategic Resource Management (SRM)
For more than 30 years, SRM has operated independently and delivered strategic, trusted advice – always in an unbiased fashion that meets their clients’ needs above all, while holding themselves to the highest ethical standards of any advisory firm in the industry.
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.
The primary focus of the SRM team is advising banks (large, regional, and community), credit unions, fintechs, and non-FIs with payments needs.
Contract Optimization
- Contract Analysis
- Vendor Selection
- RFP Services
- Contract Negotiations
- Contract Benchmarking
Payments
- Commercial Payments
- Consumer Payments
- Instant Payments
- Credit and Debit Card Portfolios
- Fraud Prevention and Analysis
- Product and Service Development
- Market Entry and Development
- Strategic Sourcing and Negotiations
Corporate
- Strategic Planning
- Digital Strategy
- Mergers and Acquisitions
- Artificial Intelligence and Automation
- Organizational Design and Change Management
- Compliance and Risk
- Policy and Procedure Development
- Research, Analytics, and Insights
Technology
- Technology Strategy
- Digital Banking Platforms
- Core Processing Platforms
- Core and Digital Integration
- CRM Consulting and Implementation
- Technical Project Management
- Technical and Banking Expert Staff Augmentation
- Strategic Sourcing and Negotiations
SRM Boost
- SRM Activate - New Member On-Boarding
- SRM Relate - Cross Selling of products/Card Optimization
- SRM Acquire - Growing Net-New Membership
