Articles from SRM

SRM, a trusted advisory firm serving financial institutions globally, today announced that Shana Hennigan has joined the firm as Executive Vice President of Client Strategy. In this role, Hennigan will help to develop and support growth initiatives for SRM’s financial institution clients.

SRM, the independent advisory firm that has delivered measurable value to over 1,000 financial institutions worldwide, today announced the appointment of Jody Guetter as Chief Marketing Officer. The role reflects the firm’s deliberate decision to elevate marketing as a strategic lever for market differentiation, business growth, and client success.

SRM, a trusted advisory firm serving financial institutions globally, has released its latest report Structural Forces Reshaping the Financial Services Industry in 2026 and Beyond, identifying five industry-defining trends that are having the greatest impact on banks and credit unions.

SRM, a trusted advisory firm serving financial institutions globally, announced that the Honorable Rodney E. Hood, former Acting Comptroller of the Currency and Chairman of the National Credit Union Administration (NCUA), has rejoined the company’s International Advisory Board, reprising a role he played prior to his appointment at the OCC.

SRM, a trusted advisory firm focused on powering client performance globally, announced the launch of its new website. Featuring an updated design and user-friendly navigation, the site highlights SRM's expanded global services across payments, sourcing, strategic advisory, and technology.

SRM (Strategic Resource Management), an independent advisory firm serving clients across North America and Europe, announced that it has hired Pete Duffy to lead its merger advisory engagements with financial institutions.

SRM announced a new partnership with the New Hampshire Bankers Association (NHBA). The NHBA will recognize SRM as an official Preferred Partner. This distinguishes SRM as a trusted specialist that New Hampshire banks and bankers can rely on for operational excellence and optimization, including vendor sourcing and RFP support and diplomatic contract negotiations related to signature card networks and payments vendors.

SRM (Strategic Resource Management), a trusted advisory firm serving financial institutions globally, announced that former Navy Federal Credit Union President and CEO Mary McDuffie is the newest member of its diverse and growing International Advisory Board. With a distinguished career spanning over two decades at Navy Federal Credit Union, McDuffie fostered a member-centric, highly-digital culture at the top U.S. credit union (by asset size).

SRM (Strategic Resource Management), a trusted advisory firm serving financial institutions globally, announced that Leanne Lange is joining the business and will serve as the Managing Director within the Banking and Payments practice, supporting growth initiatives and client services.

SRM, a trusted advisory firm serving financial institutions across North America and Europe, today announced the company was recognized as one of the 2024 Best Places to Work in Memphis by the Memphis Business Journal (MBJ) for the fourth consecutive year. SRM was founded and remains headquartered in Memphis, TN.

SRM, an independent advisory firm serving financial institutions across North America and Europe, released its new report titled "Examining the First Year of FedNow & the State of Instant Payments."

SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across North America and Europe, today released its new report titled "Focus on Operational Agility to Achieve Success in 2024."