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Virtual Sales and Service

We help address key gaps in virtual sales and customer experience to get revenue growth back on track in 45-60 days.

 

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Before the COVID-19 pandemic, only two percent of deposit accounts were opened online at mid-size financial institutions. With up to 98% of their sales coming from traditional branches, banks, and credit unions that do not quickly build digital sales, origination, and engagement capabilities risk a tremendous competitive disadvantage.
 
By addressing critical gaps in an institution’s virtual sales and customer experience, Cornerstone’s Virtual Sales and Service offering can help mid-size financial institutions to get revenue growth back on track in 45 to 60 days.
 

What We Offer

 

30/90/180 Day Smarter Bank Virtual Execution Roadmap

Cornerstone can help mid-size financial institutions address key gaps in virtual sales and customer experience to get revenue growth back on track in 45 to 60 days. The Virtual Execution Roadmap provides a comprehensive action and accountability plan with detailed tasks, target/completion dates, and responsibilities.

 

Virtual Sales and Service

We help clients implement new digital and contact center sales and service processes based on our best practice knowledge and database of peer performance metrics. We address and solve vendor and technology issues and make recommendations, as needed and applicable, for fast-track replacements. Clients benefit from faster apps, higher completion and funding rates, increased deposit retention, and reduced fraud.

 

Vendor Contract Negotiations

Cornerstone’s extensive experience and Vendor Vault means we can help clients gain the best prices, terms, conditions, and service level agreements in their vendor contracts. The knowledge we impart helps clients build stronger partnerships with their vendors.

 

How can we help you become Smarter
in Virtual Sales and Service?

Strategy

Change the way you sell and deliver services. Get a detailed plan to make rapid advances in digital technology, analytics, and new marketing approaches. Capture new business and origination growth in a manner more like fintech than traditional financial institutions.

Data

Leverage peer performance metrics as a measuring stick to compare your key business metrics against your competition. If you already have a digital program, you can review your statistics and identify any opportunities for improvement.

Experience

Our best practices, proprietary research and peer performance metrics can help clients rapidly select and implement new digital and contact center solutions focused on growth.

Technology

Faster online lending and account origination, higher completion and funding rates, reduced fraud, increased deposit retention, lower-cost vendor contracts, and solution provider partnerships that support future growth.

Solution Managers

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Steve Williams

As a co-founder of Cornerstone Advisors, Steve Williams heads up the firm’s Strategy and Execution Solutions practice and is actively View profile

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Jim Burson

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