Where Strategy Meets Execution

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.

Cornerstone helps financial institutions reach the next level of performance through smarter technology decisions, reengineered critical processes, and meaningful business strategies.

Smarter Bank LIVE!

Bold Moves, Smarter Banks: Trailblazing the Future

September 27, 2023 at 11 AM PT | 2 PM ET

The essence of traditional banking and credit unions is being rattled to the core by the rapid evolution of fintech innovations and digitalization. Brace yourself for a rollercoaster ride of historic consolidation, thrusting banks and credit unions into a high-stakes race to find new ways to set themselves apart from the herd.

Join us for the Smarter Bank LIVE! Bold Moves, Smarter Banks: Trailblazing the Future event featuring Cornerstone’s Steve Williams and Al Dominick.

Fiserv DNA System Optimization Services

Cornerstone and VPCtech: Partnering to Maximize Your System's Full Potential

In today's fast-paced financial environment, institutions are looking for ways to optimize their technology resources and streamline processes to improve operational efficiency. By leveraging technology and by differentiating their product offerings, FIs can stay ahead of the curve and drive growth.

Learn More

Where Strategy Meets Execution

Cornerstone helps financial institutions reach the next level of performance through smarter technology decisions, reengineered critical processes, and meaningful business strategies.

What's Going On In Banking 2023

Available Now

In case you missed it! Sign up to watch the What’s Going On In Banking 2023 webinar held on Wednesday, January 18th with Cornerstone Advisors' Ron Shevlin and Mary Wisniewski as they reveal key findings about the strategic, operational, and technology-related plans of 300 community banks and credit unions.

Watch the Webinar

Download the Report

Cornerstone Advisors Acquires BankSmart®

This Deal Deepens the Company’s Footprint in the Community Banking Arena and Delivers New Solutions to Clients

“The BankSmart team brings decades of hands-on operational expertise to Cornerstone and a shared commitment to helping financial institutions thrive in a challenging market. This deal enables us to deliver expanded services and new products to community-focused institutions across the country.”

- Scott Sommer, chief executive officer at Cornerstone Advisors

Read Press Release

"Cornerstone facilitated our strategic planning process involving the Board and Senior management team. Through the process, we were able to build enthusiasm and momentum around our revised Mission Statement and operating model. Working with Cornerstone Advisors has been a home run."

Mark Hardwick

CEO

"We contacted Cornerstone Advisors following a merger of equals (MoE) announcement. It was critical to go through an expedited core selection and find synergies that aligned with the MoE related to our top vendors. Cornerstone was immediately available and delivered the results we were looking to achieve."

Renee Brooks

COO, South State Bank

"We couldn't have arrived here without Cornerstone Advisors. We're very happy with the work and we definitely got a much better result than we could have on our own. The knowledge and experience in the payments area was very valuable and made this project very smooth."

Ken Long

SVP, CIO, SESLOC Federal Credit Union

Will You Maintain Your Market Leadership Position?

Booking a free phone consultation is the fastest way to see how Cornerstone Advisors can help you achieve top performance.

Gain clear insight into how Cornerstone will help you achieve timely and effective transformation
Identify near-term cost-saving opportunities
Receive customized analysis with a transparent and actionable agenda that uses best practices in digital sales and delivery, back-office efficiency, and technology utilization

Request A Consultation