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SRM (Strategic Resource Management)
United States
เข้าร่วมเมื่อ 18 ก.ค. 2017
SRM (Strategic Resource Management) is an independent advisory firm serving banks and credit unions across the US and Europe.
SRM has helped 1,000+ financial institutions add more than $5 billion of value to their bottom line in areas such as payments, digital transformation, core processing, digital assets, and overall operating efficiency. For over 30 years, SRM has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for our clients.
The company was recognized in 2021, 2022, and 2023 as one of the Best Places to Work among professional services firms by the Memphis Business Journal.
For more information, visit www.srmcorp.com and follow us on LinkedIn and X.
SRM has helped 1,000+ financial institutions add more than $5 billion of value to their bottom line in areas such as payments, digital transformation, core processing, digital assets, and overall operating efficiency. For over 30 years, SRM has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for our clients.
The company was recognized in 2021, 2022, and 2023 as one of the Best Places to Work among professional services firms by the Memphis Business Journal.
For more information, visit www.srmcorp.com and follow us on LinkedIn and X.
SRM Tech Talks | Paving the Way for Wealthtech in the Credit Union Industry
In this episode of our SRM Tech Talks series, we dive into the innovative world of CU WealthNext, a credit union service organization (CUSO) that’s paving the way for wealthtech in the credit union industry. Joining us is Joshua Herman, CEO of CU WealthNext, who will share insights on how the organization is transforming financial services for credit unions through strategic investments and partnerships.
We also explore one of CU WealthNext’s exciting portfolio companies, Concreit with their CEO, Sean Hsieh. Josh and Sean will discuss how Concreit is revolutionizing access to alternative investments, making them more accessible to every credit union member.
We also explore one of CU WealthNext’s exciting portfolio companies, Concreit with their CEO, Sean Hsieh. Josh and Sean will discuss how Concreit is revolutionizing access to alternative investments, making them more accessible to every credit union member.
มุมมอง: 39
วีดีโอ
SRM Tech Talks | The State of the US Economy & Associated Risks for Financial Institutions
มุมมอง 4214 วันที่ผ่านมา
In this SRM Tech Talk, Larry Pruss presents a point-in-time review of the US Economy and factors that could impact the strategic direction financial institutions and fintechs take through the rest of 2024 and leading into 2025. The talk covers recent data on interest rates, consumer income and debt, unemployment, the housing market, concentration risk, liquidity risk, and more. To learn how to ...
SRM Tech Talks | The Subtle Art of Not Giving Up Your Depositors
มุมมอง 3821 วันที่ผ่านมา
In this Tech Talk, we welcome Robert Goodyear, founder of aaim and serial innovator, to discuss the subtle art of not giving up your depositors and technology aaim brings to the table. He's joined by SRM's Larry Pruss and regular attendees of our Tech Talk series.
SRM Tech Talks | Crafting Magical AI Prompts
มุมมอง 88หลายเดือนก่อน
SRM's Connor Heaton delivers insights on crafting AI prompts. The talk focuses on AI as the ultimate disruptor and how you can build prompts like a pro in generative AI tools to achieve the best possible outcomes. To participate live in SRM's Tech Talks series, contact us at techtalks@srmcorp.com.
Injecting Startup Thinking Into Financial Institutions with Steven Van Belleghem
มุมมอง 62 หลายเดือนก่อน
In this episode, we’re joined by Steven Van Belleghem, Customer Experience expert, author, and keynote speaker, as well as the co-founder of nexxworks in Belgium. Steven is also a member of the SRM International Advisory Board, and on this episode we discuss ways established corporations - notably banking institutions - can think like startups to remove friction for their customers and empower ...
SRM Tech Talks | Non-Traditional Competitors in the Banking Space
มุมมอง 632 หลายเดือนก่อน
The latest Tech Talk from SRM features Managing Director Larry Pruss discussing the emergence of non-traditional competitors in the world of banking. Larry's presentation focuses on a variety of entities, including Neobanks, Digital Payment Platforms, BNPL, Big Tech, Retail Giants, PFMs, and Insurtech.
SRM Tech Talks | AI for M&A and Other Investment Decisions featuring Positon AI
มุมมอง 862 หลายเดือนก่อน
Positon AI offers programmatic M&A capabilities, driven by data analytics and AI, making it easier than ever to identify promising acquisition targets, streamline deal execution, and navigate post-acquisition integration. SRM's Larry Pruss leads the discussion in the latest SRM Tech Talks with Positon AI's Zaheer Ali, COO and Rabie Zahri, CEO.
SRM Payments University 2024
มุมมอง 793 หลายเดือนก่อน
Payments University, presented by SRM, is the premier educational summit for payments professionals at banks and credit unions nationwide. Watch the highlights from our first event and be sure to register for our next Payments University, coming to the JW Marriott in Dallas, TX in August 2024.
SRM Tech Talks | Significant Digital Asset Legislative Activities
มุมมอง 483 หลายเดือนก่อน
SRM’s Larry Pruss and Sarah Milby, Head of Policy at the Blockchain Association, discuss significant legislative news impacting the crypto industry. Discussion included the SEC Staff Accounting Bulletin (SAB 121), Financial Innovation and Technology for the 21st Century Act (FIT21), and proposed stablecoin legislation.
SRM Tech Talks | Addressing Financial Wellness Through Technology
มุมมอง 623 หลายเดือนก่อน
Welcome back to SRM Tech Talks. In this edition, SRM's Larry Pruss and Bankjoy's CEO Mike Duncan discuss economics, the current financial institution landscape, and how Bankjoy's mission to uplift communities by providing tech that enhances financial understanding and fitness addresses the challenges consumers are facing. Be sure to subscribe to SRM on TH-cam for notifications when new Tech Tal...
SRM Tech Talks | Payment Rail Modernization
มุมมอง 694 หลายเดือนก่อน
Gene Neyer and SRM's Dean Nolan lead an insightful discussion on faster payments, open banking, payment hubs, and embedded finance in this episode of SRM Tech Talks from April 25, 2024. To learn more about our series, email techtalks@srmcorp.com.
2024 Commercial Payments Overview and Trends
มุมมอง 114 หลายเดือนก่อน
In this episode, we speak with Dean Nolan, SRM's Managing Director of Commercial Payments. Dean brings 25 years of experience in payments and financial services to SRM, having held leadership positions in payments strategy, innovation, product management, and product sales at Fifth Third Bank, Bank of America, Wells Fargo, First Data, and MasterCard. He is a frequent speaker on Instant Payments...
SRM Tech Talks | Digital Asset Institutional Adoption (April 2024)
มุมมอง 634 หลายเดือนก่อน
In this edition on Tech Talks from SRM, industry experts Larry Pruss, Ken Chapman, and Ben Duggan discuss Blackrock, BIS, and institutional adoption of digital ledger technology, digital assets, and tokenization.
SRM Tech Talks | Unlocking the Power of Generative AI in Financial Services
มุมมอง 1195 หลายเดือนก่อน
In the most recent Tech Talk from SRM, Larry Pruss discusses the transformative influence of Generative Large Language models on the financial landscape. The discussion covers practical applications in real-world scenarios, the potential biases inherent in these models, data security considerations, and compliance aspects. The session also covers fundamental principles for crafting effective pr...
SRM Tech Talks | Defining & Navigating Wealthtech
มุมมอง 1145 หลายเดือนก่อน
SRM's latest Tech Talk covers Defining & Navigating Wealthtech. The video defines Wealthtech and explores the current landscape. Additionally, we discussed the opportunities and the necessity for solutions within the credit union industry. Guest speaker Joshua Herman is the current CEO of CU WealthNext. Josh has extensive experience in the credit union industry on both the regulatory side as a ...
SRM Tech Talks | Integrated Digital Investing with Eko
มุมมอง 525 หลายเดือนก่อน
SRM Tech Talks | Integrated Digital Investing with Eko
SRM Tech Talks | Modular Banking Strategy feat. Agora Financial Technologies
มุมมอง 746 หลายเดือนก่อน
SRM Tech Talks | Modular Banking Strategy feat. Agora Financial Technologies
SRM Tech Talks | Understanding the Evolution of Money
มุมมอง 1097 หลายเดือนก่อน
SRM Tech Talks | Understanding the Evolution of Money
SRM Tech Talks | The Future of Real Time Payments
มุมมอง 897 หลายเดือนก่อน
SRM Tech Talks | The Future of Real Time Payments
SRM Tech Talks | Looking Back, Looking Ahead
มุมมอง 787 หลายเดือนก่อน
SRM Tech Talks | Looking Back, Looking Ahead
The State of Fintech with Charles Potts of the ICBA
มุมมอง 358 หลายเดือนก่อน
The State of Fintech with Charles Potts of the ICBA
SRM Tech Talks | Introduction to Digital Vaulting
มุมมอง 1188 หลายเดือนก่อน
SRM Tech Talks | Introduction to Digital Vaulting
SRM Tech Talks | Key Takeaways from Money 20/20
มุมมอง 889 หลายเดือนก่อน
SRM Tech Talks | Key Takeaways from Money 20/20
SRM Tech Talks | Evolving Loyalty Programs with Bitcoin Rewards (feat. Joltz Rewards)
มุมมอง 5110 หลายเดือนก่อน
SRM Tech Talks | Evolving Loyalty Programs with Bitcoin Rewards (feat. Joltz Rewards)
Power Dynamics in the Financial Services Industry with Teresa Freeborn
มุมมอง 138 หลายเดือนก่อน
Power Dynamics in the Financial Services Industry with Teresa Freeborn
SRM Tech Talks | GenAI: A Power Tool for Knowledge Workers featuring Rezolve.ai
มุมมอง 5810 หลายเดือนก่อน
SRM Tech Talks | GenAI: A Power Tool for Knowledge Workers featuring Rezolve.ai
The State of Community Banking with Gary Findley
มุมมอง 58 หลายเดือนก่อน
The State of Community Banking with Gary Findley
SRM | Partnering with Credit Unions for Success
มุมมอง 6910 หลายเดือนก่อน
SRM | Partnering with Credit Unions for Success
SRM Tech Talks | Fintech for Fractional Real Estate Investing featuring Concreit
มุมมอง 10711 หลายเดือนก่อน
SRM Tech Talks | Fintech for Fractional Real Estate Investing featuring Concreit
Great guest and discussion.
Larry - Always a pleasure to watch your videos. Thanks! Sean
'promo sm' 🏃
These are great conversations.
Great overview Jeff