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Building Smarter Banks™

 

Unrivaled consulting services powered by data to deliver customized results for your financial institution.

Serving Over 1,500 Banks, Credit Unions & Fintechs Since 2002

For more than 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs. From technology system selection and implementation to contract negotiations, vendor management, performance improvement programs, strategic planning, merger integration and advisory services, Cornerstone combines its expertise with proprietary data to help financial institutions thrive in today’s challenging environment. 

You Have Tough Challenges. Cornerstone Has Bold Solutions.

The cost of funds… the interest rate environment… the need to grow deposits… non-interest expenses… Never before have there been so many challenges coming at financial institutions at the same time. We get it. That’s why Cornerstone is focused on delivering outcomes to solve your organization’s most pressing challenges.

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Achieve the Outcomes You Desire

Enterprise Program Management (EPM) is for complex initiatives where people, processes, technology, data and user experience must be united across the entire enterprise for optimum outcomes. Such projects can include:

  • Improving your customer/member experience
  • Expanding your digital banking to all products
  • Improving loan origination/servicing completion rates
  • Reducing transaction costs
  • Increasing customer deposits
  • Leveraging technology to drive differentiation
Learn More
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Leverage Our Experience

We help banks and credit unions reach maximum performance through smarter technology decisions, reengineered critical processes and meaningful business strategies. Explore our services:

  • Contract Negotiations
  • Vendor Management
  • Mergers & Acquisitions
  • Technology Transformation
  • Performance Improvement
  • Strategic Planning
  • Fintech Advisory
  • Industry Research
  • Executive Education
  • Enterprise Program Management
View All Solutions
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Become a Smarter Bank

Successful banks and credit unions at the end of this decade will have transcended capital and liquidity scarcity and instead will be driving value from the abundance of distinct knowledge and intellectual assets.

The time has come for:

  • A more efficient model.
  • A more creative model.
  • A more dynamic model.

And the future of America’s financial system depends on it. The smarter bank will embrace and leverage new technology, look to build a workforce of knowledge workers and openly collaborate with the outside world to achieve higher performance than the competitively struggling traditional banks of today.

Learn More

What’s Hot at Cornerstone

A Collection of Our Latest Gritty Insights, Research Reports, Podcasts, Articles, Case Studies and More
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What’s Going On In Banking 2024

In case you missed it! Watch the wildly popular What’s Going On In Banking podcast episode with Cornerstone Chief Research Officer Ron Shevlin and CEO Steve Williams as they present key findings from the 2024 What’s Going On In Banking study.

Are You a GonzoBanker?

Stay Up-to-Date on the Latest News in Banking, Finance, Technology and More.

GonzoBanker—Cornerstone’s alter ego—is a collection of observations, opinions, predictions and random thoughts from some of our top consultants and subject matter experts. It’s our unique take on the technologies, vendors, strategies and more taking place in the banking industry. Ready for your dose of irreverence? Join tens of thousands of banks, credit unions, trade groups, the media and industry analysts around the world by subscribing to our GonzoBanker Newsletter.

 

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4 min read

Banks Should Make 2024 a True ‘Year of Digital’
Josh Davis & Jessica Pinkston
Banks and credit unions won’t find a perfect digital vendor. What they can find is the right partner to fulfill their strategic needs. 2024 will prove to be a remarkably busy year in the digital space, when many financial institutions will ...
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4 min read

The Holy Quest for CRM in Anytown, USA
Elizabeth Gujral
Once upon a time, First Southern Farmers, Merchants & Community Bank & Trust (or FSFMCBT, for short) in Anytown, USA, was renowned for its neighborly charm. When Calvin DoRight founded the bank in 1948, delivering exceptional customer servi...
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Experience & Results You Can Trust

1300+

 

Financial institutions served, including over half of Forbes' Best Banks and Credit Unions

$2+ Billion

 

In savings delivered to our clients

5000+

 

Projects completed since 2002