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See What Our Clients Have To Say

“When SRM presented its findings, they identified several options and described how they could help negotiate more favorable terms with our existing vendor.”
Ron Schwarz
COO, Lakeland Bank
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“It’s really pretty simple ... Someone I trusted introduced me to SRM. Today, I would do the same for any of my peers atotherinstitutions”
Barry Roach
President and CEO of Water and Power Community Credit Union
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“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 Messer
CFO, American National Bank of Texas
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“The SRM Project team’s high level of professionalism and on-point responsiveness made the projects flow more smoothly than ever before. It was refreshing having someone on our side who knew where the pitfalls and values were hidden. Educators fully intends to use SRM as a resource going forward to review other areas.”
Kurt Johnson
CFO of Educators Credit Union
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“We knew that there had to be ways we could be more productive and cost efficient, but we didn’t have experts on our team who were proficient in evaluating contracts and negotiating terms. SRM discovered sizeable ways for us to cut costs.”
Brad Tidwell
President and CEO of Citizens National Bank
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“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 Daukas
Chief Risk Officer, Twinstar Credit Union
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“We evaluated 2-3 vendors other than SRM but ultimately the trust I had from working with them before tipped the scale in their favor.”
Ted Thorpe
VP of Operations & Deposits, Killbuck Savings Bank
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“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 Swofford
President of Alabama Credit Union
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“The process was not disruptive and overall saved us time because we had access to the right expertise.”
Becky Sanders
Controller, First State Bank
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“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 Doig
CEO, Sidney Federal Credit Union
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