Infuse your strategic efforts with top-notch expertise
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 and solutions to financial institutions, offering the expertise and technology needed to drive effective change and progress. Areas of advisory services include payments, operations, technology, and artificial intelligence.
The solutions we sell were selected to address your unique challenges and opportunities, providing you with tailored strategies and actionable insights. Whether you are looking to improve your operational efficiency, optimize your credit card program, or differentiate your credit union, the team of experts associated with each of the specialized consulting and services we sell is here to guide you every step of the way.
Advisory ServicesBuild winning strategies for operational efficiency, improving your bottom line, and delivering the best member experiences with SRM's robust advisory services. Learn More
Employee Compensation AdministrationEnsure your compensation program is market competitive with Compease. Learn More
Performance Management TechnologyImprove employee achievement with Performance Pro, the best-in-class performance-management platform. Learn More
Strategic Goal ManagementTransform your strategic plan into a living document while monitoring board, management, and staff planning all in one place. Learn More
Professional and Culture DevelopmentDifferentiate your credit union through talent development or a member-focused sales and service culture. Strategic Goal Management
A Team You Can Count On
Jose OrtizSr. Business Solutions Manager
Jose 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.
BMI Federal Credit Union
We 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.