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  • Writer's pictureKelsie Papenhausen

SRM Announces Partnership with Filene Research Institute to Support the Next Generation of Credit Union Member Growth

MEMPHIS, Tenn.--(BUSINESS WIRE)--SRM (Strategic Resource Management, Inc.), a trusted advisory firm serving financial institutions globally, announced its partnership with Filene Research Institute to sponsor their newest Center of Excellence (CoE), “The Next Generation of Member Growth.” Through this partnership, SRM aligns itself with the most trusted name in credit union research. This initiative will yield the sixth Center of Excellence supported by Filene Research Institute at universities across the U.S. It will be driven by a combination of research fellows, executives from leading credit unions, and Filene staff, and will be operational by July of this year.


The Center of Excellence will identify strategies, including internal and external practices, to attract, engage, and retain Millennials and Gen Z – the next generation of credit union members.

“Filene has continually informed the credit union industry on what matters for today and tomorrow, and SRM is thrilled to enter into this partnership at such a critical time,” noted Ben Mrva, CRO of SRM. “This Center of Excellence will address the challenge of attracting a new generation of credit union members while still meeting the ever-evolving needs of the current member base. SRM will add hands-on expertise to the effort as we work daily with our clients to enhance long-term strategies and transform their digital experiences and outputs for the benefit of their members.”

SRM will be highly involved in the ongoing programming presented by Filene, including various councils, events, panels, and podcasts throughout the year. Filene’s work impacts and serves more than 71 million credit union members.

“We’re pleased to have SRM support our new Center of Excellence with such enthusiasm. The trust they’ve built in the credit union community over the last three decades and their ability to deliver strategic advisory services, operational efficiency, and lasting results makes them the ideal partner for this endeavor,” said Christie Kimbell, EVP at Filene. “It’s thrilling to join forces with them to set credit unions apart as a premier choice for the younger generations as they evolve in their financial lives.”

About SRM

SRM (Strategic Resource Management, Inc.) has helped 1,000+ financial institutions add more than $10 billion of value to their bottom line by negotiating best-in-class terms across their card network, payments, core + digital banking technology, and operational contracts. Additionally, SRM delivers strategy, payments consulting, and technology guidance and implementation to the industry. For 30+ years, SRM has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for clients. Visit for more information and follow us on LinkedIn and X (formerly Twitter) for timely and relevant insights.


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