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 performance improvement, benchmarking, strategic planning, technology and risk assessment, vendor system selection, conversion management, contract negotiation, and merger & acquisition services, Cornerstone Advisors works with banks and credit unions to help them reduce costs, increase revenue and stay competitive.

Cornerstone's industry-renowned studies and reports, online newsletters and white papers help 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 our team of bank and credit union advisors we can ensure that your strategies, processes and technologies are all operating at peak efficiency.


Money on the Table: Credit Union Benchmarks to Size and Identify Revenue Gaps and Opportunities

Underperforming existing leaders in the market can cost a credit union millions of dollars in revenue. Drawing on benchmark data from the 2014 Cornerstone Performance Report for Credit Unions, this report identifies gaps and millions of dollars in improvement opportunities for non-interest income in five product areas: checking accounts, credit cards, investments, insurance and member business lending..

Cornerstone Performance Report for Mid-Size Banks

Drawing on data from a survey of 55 banks with assets of $1 billion - $40 billion, the Cornerstone Performance Report for Mid-Size Banks provides an in-depth analysis of staffing, volumes, processes, and technology spending, utilization and deployment at mid-size banks.

Cornerstone Credit Union Performance Report

Forty-three credit unions with assets of $500 million and more participated in the 2014 Cornerstone Credit Union Performance Report, Cornerstone Advisors’ latest performance measurement study designed to assist credit unions in their efficiency improvement and strategic planning initiatives.

2016 Commercial Banking Operational and Technology Review

In Q3 2015, Cornerstone Advisors engaged senior executives at 10 mid-size banks to understand how they manage their commercial banking operations and their deployment of technologies to support those operations.

Engineering Over Energy: Marketing Impact Snapshot

Competitive and economic pressures have created a new set of strategic, revenue and marketing challenges. While banks and credit unions have historically pursued revenue leadership mainly through the energy of their teams, customer expectations driven by competitors and new market entrants now demand a more sustainable, engineered approach.


$33 million in potential earnings gains for banks identified in new Cornerstone Performance Report

Engineering Over Energy: Marketing Impact Snapshot

Efficient Instead of Busy: A Discussion with Industry Insiders

Loan Demand and Interest Rates Top List of Community Bank, Credit Union Concerns, According to New Study


Meet Cornerstone's "alter ego"