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Banking Services & Delivery Channel Consulting

Evaluate and approach your delivery channels in new ways and be future-ready today.


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Cornerstone Can Help You Navigate Evolving Banking Services & Delivery Channels

As customer expectations continue to evolve at an ever-increasing pace, financial institutions must transform their delivery channels and provide the banking services consumers demand – when and where they want them.

For many, this will require a shift from a branch-centered institution to a digital and mobile-enabled organization to succeed. Combining the knowledge gained from our customer engagements with the proprietary financial models and peer benchmark data in our Performance Vault™, Cornerstone Advisors will ensure you have the right infrastructure and distribution mix to drive customer acquisition, retention, and profitability.


Transform Your Banking Delivery Channels to Provide Services Consumers Demand

Virtual Sales and Service

A fast-track method for revitalizing digital and contact center sales and marketing growth in the wake of the COVID-19 crisis.

More About Virtual Sales and Service →

Return on Channel (ROC) Calculation

To accurately assess the impact of strategic decisions relative to channel investments, financial institutions must move away from the traditional P&L model. Cornerstone has developed the ROC, a proprietary financial model to provide a clear and objective view of the performance of individual delivery channels and calculate the true Return on Channel from both sales and retention.

Branch Evolution Strategy

To make significant and crucial investments in digital delivery channels, FI's needs a comprehensive plan for transforming its branch strategy and resource allocation. Cornerstone helps clients build an integrated strategy to overhaul the sales culture within the branch and measure the impact of branch openings, closings, and moves.

Contact Center Strategy

As call centers have evolved into multi-point customer contact centers and now play an increasingly vital role in the customer experience, the underlying infrastructure, processes, and performance metrics must be optimized.

ATM/ITM Strategy | Strategy | Implementation

Cornerstone Advisors provides clients with an objective analysis to determine if it makes economic and strategic sense to move forward with an enhanced ATM or ITM implementation. If there is a clear business case to invest in, we will employ our industry and vendor knowledge to create and manage the RFP and vendor selection process.

Digital Strategy and Roadmap

Cornerstone creates a comprehensive performance assessment and detailed plan focused on near and long-term improvements to be made on the road to digital maturity, future readiness, and increased revenue.

Digital System Selection | Implementation for Retail and Commercial Cash Management

The right technology lays the groundwork for an institution’s future-ready, high-performing digital capabilities. Leveraging our hands-on experience and proven approach, Cornerstone can establish key criteria for vendor RFPs and provide recommendations on the vendor evaluation and selection process.


Contact Cornerstone Today To Have Your Delivery Channel Performance Evaluated

To survive and grow in today’s mobile-first world, financial institutions must innovate and exploit their mobile capabilities to increase customer engagement and generate revenue. Cornerstone works with clients to build an integrated plan to identify and maximize revenue and customer opportunities within their mobile channel.

Opportunities range from the processes and systems that enable online account opening and loan origination to harness the marketing insights from data analytics to create relevant and timely offers and content that resonates with customers and drives them to take action.

Cornerstone Advisors has the insight and tools to help financial institutions move away from their branch-centric perspective and embrace a more holistic approach to delivery channel performance.


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Meet Our Banking Delivery Channels Team


Jim Burson

Jim Burson brings to his role as managing director in Cornerstone Advisors’ Channels practice a deep knowledge of the financial View profile

Amanda Swanson-square

Amanda Swanson

As a director in the Delivery Channels practice at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy and View profile

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Chris Miller

Chris Miller is a digital innovation executive skilled in the art of translating data-driven insights into actionable strategies that drive View profile