Fintech Advisory Services

Using our Market Pulse methodology (which pre-packages industry, customer, and competitor knowledge aggregated from hundreds of annual technology and strategy engagements), Cornerstone delivers customized, actionable client-specific insights and recommendations to guide our clients’ strategic decisions. Examples of our recent work include:

• Current industry trends impacting the market and  momentum in a specific market category
• Competitive market overview with strengths and challenges of major players
• Identification of emerging players based on Cornerstone Advisors’ extensive knowledge vaults and industry dealmaking engagements
  
• Market Pulse proprietary methodology combines continuously-updated, pre-packaged industry intel with tailored recommendations, including:
  • current market position & industry changes
  • buyer/persona perceptions & win/loss realities
  • strengths/challenges vs. competition
• Buying criteria, priorities, and attribute weightings
• Semi-annual executive briefing & sales team session with prescriptive deliverables in chosen areas
• Quarterly access sessions with expanded group of subject matter experts across any area
• Annual client, investor, or advisory group event breakout-session speaking engagement
  

Authoritative Research

Enhance your messaging with independent financial services industry analysis. Cornerstone delivers actionable insights on the market. Our independent, unbiased advice guides organizations to forward-looking thought leadership.

• Consumer & Business Surveys and Studies
• Industry Executive Surveys & Interview-Based Studies
• Expert Opinion Editorial Pieces and White Papers
• Brand Awareness and Affinity Studies
  

Media & Influence Packages

• Conversation Starters Content Calendar
• Keynote speeches
• Panels & Group Facilitations
• Videos & Podcasts
• Webinars & Fireside Chats

VIEW ALL RESEARCH REPORTS