Bring Your Potential to Light

Cornerstone Advisors offers a wide range of consulting services to meet the needs of the banking and credit union industries.

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Where Strategy Meets Execution

Through efficiency improvement, benchmarking, strategic planning, technology and risk assessment, vendor selection, conversion management, contract negotiation, and merger & acquisition services, Cornerstone Advisors works with financial institutions to help them reduce costs, increase revenue and stay competitive.

Cornerstone's industry-renowned studies and reports, online newsletters and white papers are aimed at helping our clients broaden their exposure to industry trends and increase performance. Our proprietary benchmarking database can identify millions of dollars of process improvements and cost savings for your bank or credit union.

Explore our site or contact us to learn how we can ensure your strategies, processes and technologies are all operating at peak efficiency.


Delivery Redirect: Start Now or Perish Later!

Delivery Redirect: Start Now or Perish Later! is about facing up to the tough choices concerning resources, the sales force and new organizational capabilities that financial institutions must address to be viable in 2020 and beyond.

August Events
August 25-26
Park City, UT
2014 Allied Solutions Client Conference
"Mobile Technology & Trends"
Presenter: Steve Williams, Principal, Cornerstone Advisors
August 26
D+H Connections Annual Client Conference
"Managing Payments in a Disrupted Industry"
Presenter: Sam Kilmer, Senior Director, Cornerstone Advisors
August 27
CUES Webinar
"Strategic Capital: Why More Does Not Equal Better"
When it comes to capital, the days of a "more is better" strategy are at an end. In this session, experts from Cornerstone Advisors will introduce the concept of Strategic Capital, or the level of capital above regulatory minimums. The speakers will discuss ways credit unions can implement Strategic Capital in three key areas: risk profile and appetite; growth strategies, including mergers and acquisitions; and other required investments such as channels.
See all of our 2014 Events

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