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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Get a dose of our totally opinionated take on the technologies, vendors, strategies, and anything else we run across in the trenches of the banking industry, delivered to your inbox each week.

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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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What's Up With CRM?

Getting your money’s worth from a CRM system means having skin in the game and organizational commitment from the top.

5 Payments Themes Bankers Need to Watch in 2018

It’s never too soon for banks to develop strategic responses to shifts in the fast-moving payments arena.

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