Contract negotiation expertise so you get the best terms and pricing possible.

SRM specializes in vendor sourcing, contract negotiation, and advisory services that lead to improved client profitability. Vendor contracts connected to your financial mission, especially those reaching your members, not only have high stakes but can have long-lasting effects on your credit union’s image for quality service and innovation. With contract terms becoming more complex, SRM can help your credit union navigate and negotiate contracts that work in your favor and benefit members while maintaining a positive relationship with the vendor. There’s no up-front cost to try SRM’s services, and clients typically achieve 15-20% savings per contract.

During the last 30+ years, SRM has helped clients secure more than $5 billion in savings through vendor contract optimization and advisory services. SRM can help your credit union achieve its goals today and lay the foundation for future success.

Negotiation Expertise

Professionals with unparalleled negotiation expertise and tactical success do the heavy lifting for you.

Cost Savings

Navigate RFP services, contract negotiations, and conversion management to secure optimal financial outcomes and a strong bottom line.

Spending Efficiency

Analyze spending on core processing, digital technologies, automation, and mergers to determine where you can gain efficiencies.

Contract Analysis

Identify where opportunities lie in vendor contracts using proprietary benchmark data, mined from years of vendor vetting and analysis.

Jose Ortiz
Jose Ortiz Sr. Business Solutions Manager
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We engaged SRM to analyze our point-of-sale networks with the objective of eliminating redundant networks that allow merchants to route at the least cost. SRM did a very thorough job in analyzing all our options and explaining those options clearly and concisely. We realized significant enhancements in our interchange as a result of SRM’s efforts once those redundant networks were dropped.

Bill Burke, President/CEO Day Air Credit Union