Save with SRM contract negotiation services

Published by: Jose Ortiz

August 22, 2023 | Industry Supporters

It takes considerable time and skill to negotiate the best contractual terms for your credit union and members, and time is money. If you’re a small or mid-sized credit union with limited staff and resources, consider turning your contract negotiations over to Strategic Resource Management (SRM). Their expertise has saved Ohio credit unions more than $5 million since Navatros launched the partnership in 2019.

SRM leverages years of expertise, benchmarks, and professional negotiation strategies to navigate complex contractual terms, delivering optimal outcomes and savings to credit unions.

As an industry-leading advisory firm, SRM will review third-party vendor contracts to realign pricing, increase incentives and income, and remove restrictive service requirements leading to a much improved and mutually beneficial agreement.

There’s no upfront cost to use SRM services, and clients typically realize savings of 15-20 percent per contract.

“SRM reviewed our debit and ATM card processing programs, and it was obvious they knew what they were doing,” said John Bowen, President/CEO of River Valley Credit Union.

“They immediately identified several areas where we could get a better deal. Thanks to SRM, we saved hundreds of thousands of dollars over the contract term.”

With contract terms becoming more complex, SRM can help your credit union navigate and negotiate contracts that work in your favor and benefit members, all while maintaining a positive relationship with the vendor. There’s no up-front cost to try SRM’s services. You could start saving immediately. Learn more.

Contact Jose Ortiz for questions or assistance.

Jose Ortiz
Jose Ortiz Risk Management Solutions Executive E: jortiz@ohiocul.org
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