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Bold Solutions

Financial institutions are navigating more challenges today than ever before. An institution’s ability to identify critical needs and strategic business outcomes is paramount to its sustained success. Cornerstone Advisors works with banks, credit unions, and fintechs to help them pinpoint, address, and strategically align their needs and outcome targets with their organization’s vision for near and long-term growth.

Our Approach

Helping clients navigate industry and market changes through technology and process transformations so they can stay competitive
and thrive in a volatile market

Saving clients millions of dollars by helping them negotiate with vendors from a position of strength
in order to secure optimal terms, conditions and support

Empowering clients to maximize their existing technology investments and provide strategic
planning services to optimize and elevate performance across the entire organization

Guiding clients through the entire life cycle of a merger or acquisition, from due diligence to
the integration of your tech stack

Our Solutions

Bold Solutions - Contracts

Contract Negotiations

Cornerstone offers unrivaled contract negotiation expertise in assessing complex contracts, identifying points of leverage and negotiating from a position of strength for you. Combined with Contract Vault™, our proprietary data engine with more than 15,000 pricing points, our team has the knowledge to secure the best possible terms and pricing for your organization.

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Vendor Management

Managing vendors can be one of the most challenging tasks for financial institutions. That’s why Cornerstone offers “white glove,” turnkey vendor management services where we do it all for you. Our Vendor Management offering delivers significant benefits, including decreased expenses, improved vendor performance and reduced risk. Additionally, we support these services through Vendor Vault, our robust technology platform for managing the entire vendor lifecycle.

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Enterprise Program Management

Cornerstone’s Enterprise Program Management (EPM) offering delivers the expertise and leadership your organization needs to take its ”moonshot” for desired outcomes and develop a comprehensive plan to oversee and manage the myriad of interwoven strategic, tactical, and project-level tasks that are necessary to deliver tangible business results.

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Mergers & Acquisitions

Considering a merger or acquisition? Cornerstone has the experience to deliver maximum accretive value through vendor contract savings, optimal staffing levels and strategically-aligned technology to support the future institution. Our proven M&A strategies will guide you through even the most complex M&A initiatives, from due diligence to tech stack integration.

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Technology Transformation

 With the right core, digital and other systems, you can compete, thrive and better serve customers and members. Our Technology Transformation services range from helping financial institutions select and implement new technology systems, optimize the systems they already have for maximum performance, as well as help your organization develop a technology roadmap to determine the state of your current technology and what you need to become future ready.

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Performance

Cornerstone’s Performance solutions provide a wide range of consulting expertise to help clients identify opportunities to increase efficiency and productivity across their entire organization, whether it’s enhancing the digital experience or optimizing payments. We leverage these services with our proprietary tools, including Performance Vault and Analytics Vault. Armed with unparalleled insider data analytics and benchmarking intel, your bank or credit union will gain the confidence to make sound, data-driven decisions.

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Strategic Planning

Our Strategic Planning services will help your leadership answer the big questions—where are we, where could we be, how do we get there and what’s the impact. Our seasoned consultants will work with you to develop a strategic plan that will empower your organization to achieve tangible “right now” results, as well as build a roadmap for ongoing value creation and success.

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Fintech Advisory

Fintech vendors know their products, but we know banks and credit unions. Our Fintech Advisory team works with fintech leaders to develop customized positioning, go-to-market strategies and more to enable them to increase their value for financial institutions. We also work with fintechs to develop authoritative, unbiased research that helps start conversations and generate leads.

Bold Solutions - Cornerstone Executive Education

Executive Education

Ready to accelerate your banking and fintech knowledge and position yourself for career advancement? Cornerstone Executive Education will help you do that. Led by industry experts in a gritty, interactive “GonzoBanker” style learning environment, we offer a wide range of classes, from Digital and Payments School, to Disruption University, as well as an array of Executive Roundtables so you can stay ahead of the curve and ensure both you and your organization are future ready.

Bold Solutions - Research

Research

Cornerstone Advisors Research is designed to help financial industry executives and fintechs make more informed decisions and better understand what's happening in the marketplace. From studies and data on digital banking performance to our highly anticipated "What's Going On In Banking" report each year, Cornerstone delivers unbiased, data-driven analyses, insights and perspectives.

Cornerstone by the Numbers

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Saved in Negotiated Fees for Clients

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Strategic Planning Engagements

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System Selection Engagements

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System Conversions

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Technology Services Engagements

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Benchmarking & Performance Improvement Engagements

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Merger Integration Engagements