In the News

CRM in Financial Services: Vertical Markets Spotlight

consumer financial data. CRM. Apr 5, 2023 The digital transformation is far from a completed process, says Sam Kilmer, managing director of Cornerstone Advisors, a banking consulting firm. “They’re still making a lot of changes. Only one in four will tell you that they are even half done. It’s still very much a work in progress.”

Where Banks Will Invest Their 2023 Technology Budgets: AI, APIs, CRM

bank technology. banks. AI. CRM. bank delivery investments. Feb 21, 2023 A new study from Cornerstone Advisors, What’s Going On In Banking 2023, reveals where banks and credit unions will place their technology bets in this uncertain year.