Reports, Fact sheets, White Papers, Webinars, Market Briefs and Case Studies

Reports

The Future is Digital – Part 2

Voice Technology, Open Banking, and the Future of U.S. Financial Services
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The Future Is Digital – Part 1

Though there continues to be debate in industry media concerning the future of branches, they clearly belong on the endangered species list.
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Level the Playing Field When Negotiating Long-Term Vendor Contracts

When financial institutions partner with outside parties to provide mission-critical services, they are making long-term commitments.
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What Two Years of Working In Canada Taught Me About Canadian Banking

I’m a consultant, financial consultant to be exact. After spending over 15 years working within the US banking system, I’ve had the pleasure of working in Canada for six years and for the past two years, working exclusively for one of the
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Webinars

CU Save

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WBA

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Case Studies

Dane County Credit Union

Shay Santos, CEO & President of Dane County Credit Union
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Educators Credit Union

Kurt Johnson, CFO of Educators Credit Union – A Member of Corporate Central CU
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Citizens National Bank

Brad Tidwell, President and CEO of Citizens National Bank
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Alabama Credit Union

Steve Swofford, President Of Alabama Credit Union And Chairman Of The Board Of The Board Of League Of Southeastern Credit Unions & Affiliates
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American National Bank of Texas

Robert Messer, Chief Financial Officer of American National Bank of Texas
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Sidney Federal Credit Union

Jim Doig, President and CEO Sidney Federal Credit Union
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TwinStar Credit Union

Scott Daukas, Chief Risk Officer of TwinStar Credit Union
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Guardian Credit Union

Dawn Cherry, Chief Strategy Officer of Guardian Credit Union
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CME Federal Credit Union

Jeff Carpenter, President and CEO of CME Federal Credit Union
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Killbuck Savings Bank Cashes in on Trust

Ted Thorpe, VP of Operations & Deposits, KSB
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Lakeland Adds Millions to Debit Card Portfolio

Paul Ho-Sing-Loy. CIO, Lakeland Bank
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First State Bank Applies Expertise in Card Branding to Capture More Value

Becky Sanders. Controller, First State Bank
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Fact Sheets

Game Changer: How Artificial Intelligence Is Transforming The Business of Banking

Outsourcing: The Future of ATM Management

$2.2 Billion in Value Delivered to Financial Institutions

Digital Transformation is Not an Option: How SRM Can Help Regional and Community-Sized Institutions Compete

Want to Lower Cost, Increase Productivity, and Improve Accuracy?

Core Upgrades are the Heart Transplants of Banking – Don’t Go It Alone

Pain Ahead: Crossing the $10 Billion Threshold

Would Knowing More About Insurance Help You Sleep Better at Night?

Interested in Revenue Enhancement Services that Deliver a Competitive Advantage?

Optimizing the Value of Debit and Credit Card Portfolios

How Are Your Payments Contracts Performing?

Minimizing Costs and Maximizing Revenue in Vendor Contracts for Banks

SRM Routinely Finds Millions Of Dollars In Additional Savings And Revenues For Our Clients

Caveat Emptor: Vendor Contract Review and Buyer’s Remorse

Market Briefs

Return More Value To Members – Cost-Effectively Monitor Vendor Contracts

A study conducted by the International Association of Contract and Commercial Management (IACCM) found that poor vendor contract processes cost companies as much as nine percent of their total revenues.
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All These Choices And So Little Time

The history of money is long, perhaps as old as the human race itself. It seems to have been simple enough initially but over time, as the objects that represented value became more abstract and easier to transport, things got more complicated.
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Beware of Unsolicited Offers from Networks

The axiom – beware of Greeks bearing gifts – has its origins in Virgil’s telling of the story in which Greece gifts an enormous wooden horse to the people of Troy.
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