SRM

📰 SRM's Connor Heaton, Director of Artificial Intelligence, provides insights on shared challenges of adopting AI in this article for The Credit Union Connection. 🔎 This piece only scratches the surface of SRM's knowledge of AI strategy, policy, and implementation. Visit our website or contact us to learn more. https://hubs.ly/Q02N5GYj0

🤝 Want to learn more about SRM's recent acquisition of Kenneth J. Sole & Associates and what it means for your financial institution? ▶️ Watch the new interview featuring SRM CEO Brad Downs and our new colleague Kenneth Sole, as they discuss the synergies of the deal and the many ways we can guide clients through the thick and thin of core conversions and much more. 👍 Our thanks to Mike Lawson of CUbroadcast for featuring SRM once again! https://hubs.ly/Q02N5lTy0

📆 Our next SRM Tech Talk is Thursday 8/29 at 4 PM eastern! 💡 We’ll learn more about CU WealthNext, a credit union service organization (CUSO) that’s paving the way for wealthtech in the industry. CEO Joshua Herman will join us and share how the organization is transforming financial services for credit unions through strategic investments and partnerships. 🔑 Concreit CEO Sean Hsieh will join as well to discuss how his company is revolutionizing access to alternative investments for credit union members in partnership with CU WealthNext. 📨 To participate in the session live, email us at [email protected]! We'll also share a recording on our YouTube channel and on https://hubs.ly/Q02MNjT00 following the session.

💡 Our colleague and core processing systems expert Jeff Ostheimer will share insights and best practices across core and digital with attendees at this week's Community Bankers of Michigan (CBM) Operations Forum.

📈 In case you missed it live, our latest Tech Talk with Larry Pruss covers some of the key economic trends and factors that will influence decisions for financial institutions through 2024 and going into 2025. ▶️ Watch the recording today on our YouTube channel: https://hubs.ly/Q02MnxnS0

🤝 Meet up with our colleague Dana Davis at the 2024 CFO Conference this week in Roanake, VA! He can share how SRM delivers trusted advice and signficant savings to our clients. Virginia Bankers Association Maryland Bankers Association West Virginia Bankers Association

👋 Look for our New England region rep Brian J. McGuirk at this week's Credit Unions on Tap event, co-hosted by the Association of Vermont Credit Unions and the Cooperative Credit Union Association.

📈 Our colleague Dean N., co-author of our most recent report on the state of instant payments, discusses the first anniversary of the FedNow Service and FI adoption trends in the latest SRM blog. 📖 Read more at: https://hubs.ly/Q02LLHCl0

🛫 It's shaping up to be a busy week in the US for SRM's reps, with exciting conferences and events happening throughout the country. 🐎 First up is the Kentucky's Credit Unions VISION 2024 Annual Meeting & Convention, where our colleagues Uma Zielinski and Mike Hines will be onsite to share more about SRM's services and track record of success with attendees! 💡 Fast fact: SRM is an official Strategic Partner of KYCUL!

▶️ Our latest Tech Talk is now available on SRM's YouTube Channel. It features Robert Goodyear of aaim discussing ways to reverse the outflow of deposits and why it's critical to give customers and members a reason to bank locally again. Watch the full video at: https://hubs.ly/Q02Ltzdy0