Banking & Technology Experts

We deliver advisory services to help financial institutions gain valuable insights into some of their most challenging goals. For every engagement we assemble a team with the right set of skills and expertise to drive results.

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 negotiate effective partnerships.

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.

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Actionable Research

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

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Tools to help You Grow

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

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Roundtable

Credit Union Chief Financial Officer Roundtable

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

September 18 – 20

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A collection of observations, ruminations, predictions and random thoughts from the team at Cornerstone Advisors.

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Bankers extinguish Bill Gates’ famous ‘dinosaur’ prediction

A few takeaways that explain how banks have fought off industry threats and are still standing since the characterization of banks as prehistoric creatures.

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Salesforce is killing it – and that’s a good thing for banks

Here are four observations of how the fervor around Salesforce earnings success is catalyzing some good conversations and commitments in the banking industry.

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