Cornerstone Advisors Achieved Major Growth Milestones in 2024

SCOTTSDALE, Ariz., January 15, 2025 — Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions, and fintech firms, announced today that the company achieved numerous strategic, financial, and client satisfaction milestones in 2024.

Leveraging the company’s “insider” proprietary data and industry expertise working with banks and credit unions of all sizes across the country, Cornerstone hit a wide range of notable milestones in 2024 including:

• Acquired Maple Street, a top provider of vendor management solutions and services to banks and credit unions
• Completed 31 implementation engagements across core, digital, loan origination, and payment systems
• Completed 15 M&A advisory engagements, encompassing merger strategy and due diligence support, plus 9 M&A integrations, which involved Legal Day One (LD1) and Operational Day One (OD1)/Systems Go Live execution
• Led 80 strategic planning sessions
• Completed 48 digital, core, and enterprise technology roadmap projects at institutions ranging from $30 million to $30 billion in assets
• Completed 84 vendor evaluations and system selections across branch, contact center, core, CRM/MarTech, data warehouse/BI, digital, financial/GL, loan origination, payment, and RegTech
• Led 24 product, market, and partnership engagements for fintech providers to improve their market competitiveness
• Completed 9 diligence and market sizing engagements for private equity firms
• Hosted 7 executive-level education courses and roundtables on a wide range of topics
• Delivered 40 speeches at industry conferences
• Aired 50 podcasts
• Published 17 research studies including the annual What’s Going On in Banking Report

“Cornerstone is positioned to empower financial institutions to become ‘smarter,’ to differentiate with data and become more efficient and innovative,” said Steve Williams, founder and chief executive officer of Cornerstone Advisors. “We have the talent, the knowledge, and the grit to help these organizations positively impact their customers and members, their employees, communities, and the banking industry as a whole. We are looking forward to an exciting 2025.”

About Cornerstone Advisors

For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs. From technology systems selection and implementation to contract negotiations, performance improvement, vendor management, strategic planning, and merger and acquisition services, Cornerstone combines expertise with proprietary data to help financial institutions thrive in today’s challenging environment. For more information, visit www.crnrstone.com or connect with us on LinkedIn.

Media Contact:
Cate Pitts, Editorial Director
Cornerstone Advisors
(480) 425-5203
cpitts@crnrstone.com