Impartial 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 can 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 standard purpose: driving significant outcomes for credit score unions by insight-led advisory and expertise options,” SRM Chief Progress Officer Stephen Johnston stated. “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 consists of sourcing advisory, with evaluation, benchmarking, vendor choice/RFP administration, vendor contract negotiations, and different strategic sourcing plans; funds advisory, overlaying industrial, shopper, and immediate funds, credit score/debit card portfolio optimization, fraud prevention, product growth, and market enlargement; company advisory, together with strategic planning, digital technique, mergers & acquisitions, AI enablement, organizational design, compliance and threat, coverage growth, analysis, and analytics; and expertise advisory, together with core processing and digital banking technique, migration and integration companies, undertaking administration, and professional employees augmentation.
The corporate affords 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 likely 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 stated. “This partnership straight 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 almost 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 belongings and serve greater than 5 million members. Based in 2015, the Affiliation is headquartered in Marlborough, Massachusetts.
An unbiased 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.
Photograph by Gabriel Tovar on Unsplash
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