Case Studies

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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Fact Sheets

Caveat Emptor: Vendor Contract Review and Buyer’s Remorse

With few exceptions, sources will declare that “this year will be the year” for an unprecedented level of consolidation in banking.
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SRM Overview

Financial services is a complex, competitive landscape where the convergence of technology and the ever-changing expectations of individuals and businesses is creating an environment where survival of the fittest is the operating reality.
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Digital Transformation is Not an Option: How SRM Can Help Regional and Community-Sized Institutions Compete

J.D. Power’s 11th U.S. Retail Banking Satisfaction Study published in 2016 contained an important, and concerning, first: the largest financial institutions in the United States had a higher customer satisfaction rating than regional and commun
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Want to Lower Cost, Increase Productivity, and Improve Accuracy?

Vendor contract management is something that every financial institution (FI) undertakes as part of the cost of doing business.
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Core Upgrades are the Heart Transplants of Banking – Don’t Go It Alone

Replacing a bank or credit union’s core system is not a decision to be taken lightly. A conversion to a new software provider can easily take more than a year, and that is if things go completely as planned on all fronts.
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Pain Ahead: Crossing the $10 Billion Threshold

The Durbin Amendment and Dodd-Frank Act contain provisions that raise the hackles of banks and credit unions of all sizes, but the most intense pain for financial institutions begins when it approaches $10 billion in assets.
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Would Knowing More About Insurance Help You Sleep Better at Night?

Although many financial institutions both buy and sell insurance, they typically rely on the counsel of outside experts to help them with both.
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Interested in Revenue Enhancement Services that Deliver a Competitive Advantage?

Today, two of the most prominent forces impacting financial institutions are the disruptive business models used by traditional and non-traditional competitors and the increasingly high consumer expectations concerning how products and services are d
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How Are Your Payments Contracts Performing?

Banks Partner With SRM To Significantly Reduce Costs And Increase Revenue
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Minimizing Costs And Maximing Revenue In Vendor Contracts For Banks

Our Mission Is To Improve Our Client’s Bottom Line
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SRM Routinely Finds Millions Of Dollars In Additional Savings And Revenues For Our Clients

Strategic Resource Management has completed hundreds of successful engagements for our clients that have added millions of dollars to their bottom line.
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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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White Papers

The Digital Transformation of Financial Services

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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