Continue to Outsmart the Competition

The new terrain is a threat to your institution’s value. Are you ready? More than half of America’s Best Banks and Credit Unions rely on Cornerstone to achieve top performance.

Learn More

cornerstone-hero-image

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?

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.

Learn More

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.

Learn More

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.

Learn More

Accelerate
results

accelerated results

What’s Next?

Contracts

Transformation

Mergers & Acquisitions

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.

Learn More

performance

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.

Learn More

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.

Learn More

Prepare

Confidently sign a contract knowing you have gotten the best deal possible.

Learn More

Purchase

Best Deal

What’s Next?

Transformation

Performance

Mergers & Acquisitions

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.

Learn More

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?

Contracts

Performance

Mergers & Acquisitions

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.

Learn More

transformation-1

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.

Learn More

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.

Learn More

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.

Learn More

A Playbook

Successful Merger

What’s Next?

Contracts

Transformation

Performance

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.

Learn More

transformation

Back

Back

Back

Back

How Can We Help Your FI Improve Shareholder Value?

Contracts

Negotiate better contracts

Learn More

Transformation

Transform to improve shareholder value

Learn More

Mergers & Acquisition

Achieve your value drivers. Execute a successful merger.

Learn More

Performance

Outperform the competition

Learn More

Group

What people are saying

mark-hardwick_200x200
"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
EVP, First Merchants Corporation
renee-brooks-square
"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
ken-long
"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
happy-prosperous-businessman-in-formal-wear-makes-money-transaction-via-touch-pad-has-glad-expression_t20_Ll0owo (1)

Group

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

Request A Consultation

Bank-Image

Group

Cornerstone Bank CFO Roundtable:

100% Information and Analysis. 0% Sales and Vendors.

  • Sept 19 - 21
  • Chicago, IL
  • $1595

Join your financial industry peers for a collaborative roundtable in Chicago, and learn first-hand how they’re navigating the post-pandemic terrain. Can’t-miss topics include surge deposits, measuring success with FinTech Partnerships, and finding yield without reaching. Take advantage of a no-frills summit dedicated to helping you deliver revenue growth and profitability. The intimate environment helps you network with other experts in a casual and friendly way.

vincent

Vincent Hui
Managing Director

John

John Meyer
Senior Director

Emily

Emily Waite
Director of Client Development

Register Now See all events

featured-image-2 (1)
Our Clients
heritage bank ENT-logo-review-featured-image-1 SE88558_logo_orig tri-counties-bank-logo credit union of southern california 1200px-VyStar_Credit_Union_logo.svg one-az-cu-logo orange countys credit union vantagewest_logo WPCU-2-color-logo OFB-Logo southstate bank _Synovus Mortgage Logo-1 Webster Financial Old-National-Bank-New-logo

Group

Insight, Analysis and Insider Opinions

Make informed decisions with industry-leading research and content from Cornerstone Advisors.

Group

Services

Group

What Post-Pandemic Banking Will Look Like

As the long-awaited “new normal” emerges, what will banking look like? Read the 2021 version of Cornerstone Advisors’ annual guide to what’s really happening in banking. Gain key insights from 260 senior executives at mid-sized financial institutions on:

  • A de-emphasis on commercial real estate
  • Growing partnerships with Fintech
  • Continued focus on Digital Account Opening
  • The expectation for growing delinquencies
  • The threat of Big Tech

Embrace The Future

ebook