Unbiased monetary companies advisory agency SRM has introduced a strategic partnership with the Cooperative Credit score Union Affiliation (CCUA).
The partnership will allow CCUA’s member credit score unions to entry SRM’s full portfolio of advisory options for sourcing and funds, in addition to for company and expertise technique.
Headquartered in Memphis, Tennessee, SRM made its Finovate debut at FinovateFall 2023 in New York.
The Cooperative Credit score Union Affiliation (CCUA) and advisory agency SRM have cast a strategic partnership that may grant CCUA member credit score unions most well-liked entry to SRM’s full portfolio of advisory options.
“Our collaboration with CCUA is rooted in a typical aim: driving significant outcomes for credit score unions by means of insight-led advisory and expertise options,” SRM Chief Progress Officer Stephen Johnston mentioned. “SRM’s experience goals to unlock new alternatives in funds, sourcing, expertise, and member expertise for the CCUA’s member credit score unions.”
SRM’s advisory options portfolio contains sourcing advisory, with evaluation, benchmarking, vendor choice/RFP administration, vendor contract negotiations, and different strategic sourcing plans; funds advisory, overlaying industrial, client, and instantaneous funds, credit score/debit card portfolio optimization, fraud prevention, product improvement, and market growth; company advisory, together with strategic planning, digital technique, mergers & acquisitions, AI enablement, organizational design, compliance and threat, coverage improvement, analysis, and analytics; and expertise advisory, together with core processing and digital banking technique, migration and integration companies, challenge administration, and knowledgeable workers augmentation.
The corporate presents SRM Enhance Applications that present a strategic progress platform for onboarding new members, cross-selling and card optimization, and fueling new membership progress. As a part of the strategic partnership, SRM may also facilitate seasonal roundtables for CCUA’s member organizations and will probably be featured at CCUA occasions to assist credit score union leaders interact with SRM’s workforce of consultants.
“Guaranteeing entry to SRM’s confirmed advisory capabilities strengthens CCUA member credit score unions’ place in contract negotiations, funds innovation, and expertise transformation,” CCUA EVP and Chief Working Officer Melissa Pomeroy mentioned. “This partnership immediately helps credit score unions’ dedication to ship distinctive member service and monetary efficiency.”
The Cooperative Credit score Union Affiliation is a number one regional commerce group representing practically 200 credit score unions throughout Massachusetts, New Hampshire, Delaware, and Rhode Island. Mixed, the Affiliation’s member credit score unions handle greater than $75 billion in property and serve greater than 5 million members. Based in 2015, the Affiliation is headquartered in Marlborough, Massachusetts.
An impartial advisory firm specializing in funds, sourcing, working methods, and expertise, SRM serves shoppers ranging in dimension from credit score unions and group banks to worldwide monetary companies companies. Returning greater than $10 billion in worth to greater than 1,000 shoppers since inception in 1992, SRM is headquartered in Memphis, Tennessee. The corporate made its Finovate debut at FinovateFall 2023 in New York.
Picture by Gabriel Tovar on Unsplash
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