Banking & Technology Experts

Cornerstone Advisors brings deep industry expertise in financial services with an inside perspective that comes from having worked alongside banks and credit unions for over 15 years. This firsthand experience affords us a unique view on how to best help financial institutions stay competitive.

For more than 15 years, our team of experts has focused on one goal: deliver tangible business impact to our clients.

Unlike any other firm in the banking and credit union industries, we have taken hundreds of clients from ambitious strategy to gritty execution and high performance. In a partnership with Cornerstone, clients can leverage our leading industry research and benchmarks, access our deep line of business and operational expertise and take advantage of our unmatched vendor and contract pricing knowledge. Armed with this deep information and expertise, our clients level the playing field against national banks and negotiating effective partnerships.


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Roundtable

Credit Union Chief Operations Officer Roundtable

An executive exchange for credit union COOs to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

April 22 – 24

Roundtable

Bank Chief Financial Officer Roundtable

An executive exchange providing a private forum for bank CFOs. Join us to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

September 9 – 11

We Provide

Expert Consulting

Cornerstone Advisors has the experts and the expertise to help banks and credit unions reduce costs, increase revenue and stay competitive.

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Multidisciplinary Experts

Cornerstone Advisors was founded by some of the financial industry’s most respected strategy and technology consultants.

Meet Our Team

Actionable Research

Our studies and reports, online newsletters and white papers help you broaden your exposure to industry trends and increase performance.

See Our Research

Tools to help You Grow

Our exclusive database of benchmarks can identify millions of dollars of process improvements and cost savings for you.

Receive an Assessment

How Future-Ready is Your LOS Selection?

Many financial institutions are looking to implement a new loan origination system this year. Unfortunately, too many FIs are making their LOS decisions in reaction to general industry issues promoted by their vendors.

CRM Family Vacation

Customer relationship management has become the banking industry’s big family vacation. Nobody can agree on where to go, the frustrating topic is habitually postponed, and, in the end, nobody goes anywhere.

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