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Advisory Services for Banks & Credit Unions

For more than a decade, the Cornerstone team has advised hundreds of banks and credit unions. We earned a reputation in the marketplace by providing a unique consulting approach that combines a deep understanding of the banking and credit union industries with an awareness of best practices and the technologies that will help our clients implement those areas. We are a team that can develop financial and business strategies while also providing the depth of expertise to implement new systems, reengineer processes, and change organizations for the better.

With our clients, we have developed strategic plans, crafted technology plans to support these strategies, and helped organizations select the right technology providers for their future. Our comprehensive bank and credit union advisory services include:

  • Performance Solutions
    Including bank performance evaluation (Performance Assessment), bank performance metrics (The Cornerstone Scorecard®), banking performance management (Performance Improvement), and bank workflow management (Imaging and Workflow Automation).
  • Strategic Planning
    Including Strategic Plan Development, Strategic Planning Facilitation, Strategic Plan Implementation, Organizational Assessment and Product Development.
  • Technology Services
    Including Technology Assessment, Strategic Technology Planning and Consulting, Process and Productivity Improvement and Project Prioritization.
  • Channel Solutions
    We will help you maximize your institution’s delivery channel value and create a more robust, integrated customer experience.
  • System Selection
    Our experienced consultants can ensure that the selection of a system for your bank or credit union mitigates risk, meets your strategic goals and provides an optimal return. Whatever system you need, we can help--core banking systems, internet and mobile banking, bill pay and P2P, loan origination, mortgage servicing, etc.
  • Contract Negotiation and Payments Growth Services
    Our meticulous negotiators work with you to ensure your specific issues are addressed quickly toward a final contract that meets your strategic objectives, is competitive and includes the most favorable terms.
  • Conversion Services
    Cornerstone's proven project management methodology and effective oversight by highly experienced career managers with decades of systems conversion experience
  • Mergers and Acquisitions
    Cornerstone provides a unique, integrated approach to merging the systems, people, product lines and processes of two financial organizations. Our consulting approach focuses on measurable productivity improvements while retaining the true franchise value of each organization.
  • Risk Management
    Including Governance Risk and Compliance Consulting, IT Disaster Recovery Assessments and Planning, Information Security Program Assessments and Business Continuity Consulting.