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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
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?
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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?
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.
Back
Back
Back
Back
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
Best Deal
What’s Next?
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.
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?
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.
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?
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.
Back
Back
Back
Back
How Can We Help Your FI Improve Shareholder Value?
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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.
Seizing the Upper Hand in Contract Negotiations
Research
Fintech Relationships: From Both Sides of the Table
Guides
Successfully Executing a Merger of Equals
Guides
Bank CIOs Must Break Through The Tactical Barrier
Blogs
Overdraft and Offsetting the Gap
Blogs
Cornerstone Advisors’ Payments School
Events
Gonzo Straight Talk: Trust, but Verify
Events
What’s Going On In Banking 2022: Rebounding From the Revenue Recession
Research
What's Up With CRM?
Videos
Services
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 MoreAVAILABLE 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
