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
Now Available to Watch
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.

About Cornerstone
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.
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.
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.
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
What People Are Saying

"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
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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

Insight, Analysis, and Insider Opinions
Make informed decisions with industry-leading research and content from Cornerstone Advisors.
How to Raise Your Contract Negotiation IQ
Research

What’s Going On In Banking 2023: Fighting the Headwinds, Riding the Tailwinds
Research

Seizing the Upper Hand in Contract Negotiations
Research

Fintech Relationships: From Both Sides of the Table
Guides

Successfully Executing a Merger of Equals
Guides

Cornerstone Advisors’ Payments School
Events

What’s Going On In Banking 2022: Rebounding From the Revenue Recession
Research

Services

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Transform Your Institution for the Future of Banking
Make smart strategic choices, improve customer and employee experience while adapting winning, agile technologies to succeed in the new terrain. Build a clear direction for the future, exceed customer demands, grow profits and create a long-lasting legacy of success.
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Optimize Bank Efficiency and Performance
Our performance experts will leverage more than 250 proprietary performance metrics and best practice knowledge base to help your bank drive efficiency, revenue growth and a heightened customer experience across all delivery channels, lines of business and back office operations
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Maximize Value Drivers From Mergers and Acquisitions
Our proven merger and acquisition strategies have resulted in driving additional accretive value in every M&A engagement we have worked on. Regardless of where you are in the merger life cycle from corporate / merger strategy to integration and execution, we maintain a single-minded focus on unlocking value for you.
Learn More