Don't Take Our Word For It

See What Our Clients Have To Say

“The primary thing that stands out in my mind about SRM is ‘results’. Margins are getting thin in operations for credit unions, and we all must find cost cuts. Did SRM deliver a good ROI for Alabama Credit Union? Absolutely.”

Steve SwoffordPresident of Alabama Credit Union

“With SRM, you are not only dealing with extremely competent advisors but with quality individuals that will absolutely deliver what they promise. The firm is built upon integrity and doing the right thing. In our business, that is what counts.”

Robert MesserCFO, American National Bank of Texas

“I don’t think people realize how much money SRM can actually generate. Just the first project made a huge difference to our bottom line.”

Jim DoigCEO, Sidney Federal Credit Union

“There is always some amount of pride or ego involved. But what caused me to buy in was the fact that it was basically a no-risk situation.”

Scott DaukasChief Risk Officer, TwinStar Credit Union

“Their persistence and our curiosity turned out to be very beneficial to both of us. At the end of the day for us cost savings or revenue enhancements alone are only part of our overall goal of delivering more value to our members.”

Dawn CherryChief Strategy Officer, Guardian Credit Union

“Integrity is important to any credit union since it is the underlying principle that drives the value we bring to our members. SRM’s people – from advisors to sales representatives to project managers – exhibited this quality.”

Jeff CarpenterPresident and CEO of CME Federal Credit Union