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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.

 

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.

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What people are saying

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"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
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"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
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"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

How Can We Help Your FI Improve Shareholder Value?

Performance Outperform the
competition

Contracts Negotiate better
contracts

Transformation
Transform to improve shareholder value

Mergers & Acquisition
Achieve your value drivers

How Can We Help Your FI Improve Shareholder Value?

Performance Outperform the
competition

We'll help you cast a vision for the future of your bank, identify the right strategy to get there and answer the hard questions about what technology, customer, process and culture changes need to happen for this to be possible.

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Design the
right strategy

We’ll create a detailed roadmap that confirms the cost/benefits of high-impact change initiatives, and identifies the funding sources and risk mitigation strategies for implementation.

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De-risk and
fund changes

We'll help you become more nimble, adapt to change, and identify smart partnerships in order to accelerate your results in the short term and set yourself up for continued success in the long term.

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Accelerate
results

accelerated results

What’s Next?

Contracts

Transformation

Mergers & Acquisitions

Insider Knowledge

We advise institutions in achieving high performance levels of profitability, productivity and customer experience. Have confidence knowing that you’re stacking up against your peers and industry high performers with a plan to move forward and execute on your institution’s strategic transformation.

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performance

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Contracts Negotiate better
contracts

We practice negotiating with you and provide you with everything you need to navigate vendor conversations with confidence and enthusiasm.

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Practice

Preparation denotes 80% of a successful outcome. We provide an initial analysis of your situation and needs. Then, we draft a strategy that aligns with your historical relationship with a vendor (if applicable), showcasing our efforts that derive our analysis.

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Prepare

Confidently sign a contract knowing you have gotten the best deal possible.

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Purchase

Best Deal

What’s Next?

Transformation

Performance

Mergers & Acquisitions

Insider Knowledge

We understand the frustration that comes with spending hundreds of hours working on a contract negotiation only to wonder if you’ve gotten the best deal. We also know how much your career and reputation can ride on landing a smart deal for your institution.

Allow our team of negotiators to put deep market knowledge and proven methodologies that result in negotiating better contracts.

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contracts

Back

Back

Back

Back

Transformation Transform to improve shareholder
value

We’ll create a detailed roadmap that confirms the cost/benefits of high-impact change initiatives, and identifies the funding sources and risk mitigation strategies for implementation.

Learn More

De-risk and
fund changes

We'll help you cast a vision for the future of your financial institution, identify the right strategy to get there, and answer the hard questions about what needs to happen for this to be possible.

Learn More

Design the
right strategy

We'll help you become more nimble, adapt to change, and identify smart partnerships in order to accelerate your results in the short term and set yourself up for continued success in the long term.

Learn More

Accelerate
results

Organizational Agility

What’s Next?

Contracts

Performance

Mergers & Acquisitions

Insider Knowledge

Cornerstone understands the uncertainty that comes when your industry is undergoing disruption and you're unsure of how to navigate the changes. We help institutions transform their existing models to identify new paths towards a strong future while successfully leveraging their human, social, financial, technical and brand capital in the process. Schedule a free consultation and let us provide clear direction for the future while ensuring your team sees incremental wins along the way.

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transformation-1

Back

Back

Back

Back

Mergers & AcquisitionAchieve your
value drivers

We provide a wealth of experience that provides foresight. As part of your integration team, we'll work hand-in-hand to help you find and solve issues and identify questions (and answers) that you might not have thought about asking.

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Wealth of Experience

We provide mobilization and organization that brings clarity of roles and accountability. We identify what resources are needed, how decisions should be made, who should be involved and at what levels.

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Mobilization and Organization

We'll ensure your readiness for integration activities by thinking through contingency plans and provide you with a detailed playbook that inspires confidence and manages change for staff and customers through the whole process.

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A Playbook

Successful Merger

What’s Next?

Contracts

Transformation

Performance

Insider Knowledge

As a growing financial institution, you want to navigate the complexities of your merger or acquisition well while achieving the cost savings, scalability, or target operating model that are at the heart of the deal. At Cornerstone, we understand that overseeing this integration is not your full-time role, yet you are responsible for ensuring a smooth experience for everyone. We provide pragmatic solutions to help you steer this process to completion as flawlessly and efficiently as possible. Achieve your value drivers with Cornerstone Advisors.

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transformation

Back

Back

Back

Back

How Can We Help Your FI Improve Shareholder Value?

Contracts

Negotiate better contracts

Learn More

Transformation

Transform to improve shareholder value

Learn More

Mergers & Acquisition

Achieve your value drivers. Execute a successful merger.

Learn More

Performance

Outperform the competition

Learn More
happy-prosperous-businessman-in-formal-wear-makes-money-transaction-via-touch-pad-has-glad-expression_t20_Ll0owo (1)

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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

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Insight, Analysis and Insider Opinions

Make informed decisions with industry-leading research and content from Cornerstone Advisors.

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Services

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AVAILABLE NOW:

A "revenue recession" has been building in the U.S. on three fronts:

  • The payments displacement effect
  • The coming mortgage revenue drop
  • The overdraft fee free-fall
Some banks and credit unions 'get it.' Among banks, the gap between those most concerned with costs/expenses versus non-interest income has closed over the past few years. Among credit unions, non-interest income has been cited as a concern by more execs than those citing expenses. For both types of institutions, this is a big shift from 2020.

Find Out What Else Has Shifted

Whats Going On In Banking 2022_cover_600x776