SRM, a trusted advisory firm serving financial institutions globally, today announced that Jeffrey Bray has joined the firm as Technology Practice Leader. As financial institutions look to accelerate change under mounting cost, competitive, and regulatory pressures, the move deepens SRM’s investment in one of the strategic areas that clients are prioritizing and investing in.

As Technology Practice Leader, Bray will set the practice’s growth strategy and consult across engagements with bank and credit union executives navigating technology road maps, core conversions, digital transformation, cloud migration, AI adoption, and vendor consolidation.

“Our clients are making some of the biggest technology decisions of their careers right now, and they need a partner who has actually run these transformations, not just advised on them,” said Brad Downs, CEO at SRM. “Jeff’s done that work himself across all types of financial institutions, and his leadership strengthens our ability to support clients all the way through execution, not just strategy.”

Bray joins SRM with more than 30 years of technology, operations and transformation leadership in financial services, including more than 35 M&A integrations and over 50 enterprise transformations spanning digital banking, lending, payments, and risk management. Most recently, he served as Senior Managing Director at Harbor Light Advisory, advising financial institutions and investors on technology transformation, M&A and risk management.

SRM already has a strong track record with clients on technology, modernization, and conversions. That’s exactly the foundation I want to build on—giving leaders independent, vendor-agnostic guidance they can act on with confidence. I’m looking forward to building on that and helping institutions move faster and with greater confidence without losing sight of what actually matters to their customers or members and their bottom line,” said Bray.

About SRM

SRM is a global advisory and execution firm that helps financial institutions and fintechs modernize with confidence. For more than 30 years, SRM has gone beyond traditional consulting by uniting strategy, technology, and execution under one roof and one partner—bringing clarity to complexity and momentum to transformation.

SRM consultants and practitioners’ pair deep industry expertise with a bias for action, helping organizations modernize payments, optimize vendor sourcing, shape enterprise strategy, accelerate M&A integration, and deploy transformative technologies. SRM is built to activate what’s next, empowering clients to unlock growth, improve performance, and strengthen the institutions that strengthen communities—fueling their resilience, competitiveness, and capacity to sustain a diverse, thriving financial ecosystem for generations to come.

Visit srmcorp.com for more information and follow on LinkedIn for timely and relevant industry insights.

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