BUILD AN EMPLOYEE FOCUSED CULTURE THAT BOOSTS YOUR GROWTH AND SUCCESS
Are you looking to solve a problem that requires specialized expertise, world-class problem-solving capabilities, a robust analytical toolkit, or a unique solution? We’ve partnered with industry experts to provide consulting services and operational solutions to help you explore and develop strategies that will help thrive today and in the future.
Our consulting partners provide advisory services to financial institutions, offering the expertise needed to drive effective change and progress. Areas of focus include payments, operations, and technology.
Performance management, compensation administration, and staff development are essential to a successful business culture. Our HR solutions can help you attract and retain exemplary talent or develop a culture that meets employees’ expectations and increases your chances of growth and success.
Digital Assets Strategy
SRM launched the first advisory service in our industry to assist credit unions providing education and strategic guidance on cryptocurrency offerings/technology and other digital asset infrastructure needs.
Payments, Operations, and Technology Strategy
SRM has 30+ years of helping financial institutions with vendor sourcing, vendor contract negotiation, and advisory services that lead to improved profitability.
Strategic Goal Management
Transform your strategic plan into a living document while monitoring board, management, and staff planning all in one place. Strategic Goal Management
Performance Management Technology
Improve employee achievement with Performance Pro, the best-in-class performance-management platform. Learn More
Employee Compensation Administration
Ensure your compensation program is market competitive with Compease. Learn More
Professional Development
Access online content created specifically for credit unions so your team has the most up-to-date information needed to fulfill their duties. Learn MoreA Team You Can Count On
Jose Ortiz
Sr. Business Solutions ManagerJose is an operational solutions ninja with 20 years of industry experience. He is passionate about helping clients address problems that impact profitability and being the best angler on the lake. Jose’s roster of satisfied clients proves great service matters.
Melanie Koch
Sr. Manager, Learning & DevelopmentMelanie is a culture and learning development expert with a passion for helping organizations build a people-centric framework. When she isn’t growing her ten years of industry experience, you can find her singing on stage or exploring a new hiking trail.
BMI Federal Credit UnionWe needed a valid, reliable source for developing and maintaining pay ranges comparable to the market. We also needed access to compensation experts for help creating pay ranges for those one-off positions that are not available in the salary surveys we were using prior to having Compease. Compease has been that solution for us, providing confidence that we are paying our employees competitively.