SRM

🌟 May your days be merry and bright. Wishing you the happiest of holidays this year from all of us at SRM.

🏁 The final episode in our SRM Tech Talks series is now available to watch on our YouTube channel. 💵 Larry Pruss welcomes Barbara Iyayi, CEO of Liquid Credit, to discuss the potential of stablecoin liquidity solutions, their role in bypassing traditional banking systems, and the massive opportunities they present for fintechs and financial institutions. ▶️ Watch here: https://hubs.ly/Q030wbhV0

📖 Our latest blog, authored by SRM's Neil Dougherty, details our partnership with the excellent team at Filene Research Institute and the importance of cultivating the next generation of credit union members. 🔗 Read more at: https://hubs.ly/Q030mNVQ0

Last week, we gathered in Nashville for our Annual Company Meeting, bringing employees together to celebrate the year that was and the great things to come in 2025. We're exceedingly appreciative of our team's collective efforts and steadfast committment to delivering the very best strategic advice, insights, and service excellence to our clients. SRM looks forward to serving our existing clients and establishing many new relationships in the months ahead, and we will continue to hold ourselves to the highest ethical standards of any advisory firm in the industry!

📣 We're thrilled to announce that the popular SRM Tech Talks series will now be called Perspectives Live in 2025. 🤝 It's part of our committment to clients, partners, and followers to provide enhanced insights and unique discussions with industry leaders across a wide array of topics important to you! ▶️ Check out the video for a preview of what you can expect from this series going forward. ✔️ Then reserve your spot for our first Perspectives Live session on January 16th. The topic will be core systems integrations and what you need to know for the new year and beyond! 🔗 Link to register: https://hubs.ly/Q0302HYH0

🆕 SRM's Dean N. made a guest appearance on the latest "Off the Rails" podcast from the U.S. Faster Payments Council. Dean weighs in on the potential for B2B instant payments and the increase of RTP limits, in a great conversation with Reed Luhtanen and Stephany Kirkpatrick, CFP®. 🎧 Listen to the podcast now at: https://hubs.ly/Q02_Py700

Last night, we celebrated our annual SRM Holiday Party in #Nashville. It was wonderful to see everyone and reconnect with such an amazing and growing team. I’m truly grateful to work alongside such talented individuals. The combined expertise at SRM is truly inspiring. Wishing all my colleagues safe travels home and a joyful holiday season.

SRM's Mark Sievewright on stage today at the CUES Director Conference in Nashville! 👏

▶️ In case you missed it live last week, our latest Tech Talk is now available to watch on our YouTube channel. 💬 Siva G. Narendra, CEO of Tyfone, Inc. and Payfinia, joined our colleague Larry Pruss for a fascinating discussion on how the three laws of digital impact innovation in banking. https://hubs.ly/Q02_7J-r0

📍 Chief Strategy Officer Mark Sievewright will appear at the CUES Directors Conference this week in Nashville, TN. 🎤 Mark will share his insights on the evolution of traditional banking models and customer experience during a general session talk titled "A Whole New World - The Rapid Transformation of Financial Services".