<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1490657597953240&amp;ev=PageView&amp;noscript=1">
BACK
All Solutions
Contract Negotiations
Digital
Enterprise Program Management
Fintech Advisory
Mergers and Acquisitions
Performance
Strategic Planning
Transformation
Vendor Management
Executive Education
Podcasts
GonzoBanker Blog
Events and Webinars
Research Reports
Speakers
Analytics Vault
Contract Vault
Performance Vault
Vendor Vault
Case Studies
Testimonials
Careers
In The News
Media Inquiries
Our Purpose & Values
Our Story
Our Team
Press Releases

Strategic Planning

Achieving real results with long term impact to become a smarter bank.

Cornerstone Advisors Strategic Planning - Image 1

Driving Value Through Proven Strategies

Cornerstone brings research, industry trends, and insights to your planning process that uncover how peers are creating customer and shareholder value to help your institution stay competitive in the banking industry.

Our Client Results Speak for Themselves

300% Growth, from $1.6B to over $5B in Assets

A top-ranked bank in the Midwest engaged us for multiple growth and performance engagements resulting in exponential growth.

Potential of Half a Billion in Additional Deposits, as Well as More than $250M in Loans

$5B commercial bank in the Southwest engaged Cornerstone to identify a product, segment and market strategy to stand up a private banking line of business with a potential of half a billion in additional deposits, as well as more than $250M in loans.

Roadmap to Potentially Add Over 10% in Net Income Value

$1B+ credit union in the West, engaged Cornerstone to developed a business services strategy; Results: roadmap to potentially add over 10% in net income value.

Cornerstone Advisors Strategic Planning - Image 2-min
Services

Expertise To Deliver Value-Driven, Actionable Outcomes

Cornerstone brings years of experience working with banks and credit unions on strategic planning.  With more than 60 strategic planning engagements every year, we are confident that our team is the right partner to help you navigate the headwinds and tailwinds of this industry and develop actionable strategies that get real results. By bringing together a combination of hands-on experience, proven methodologies, best practices and the most robust data in the industry, we will develop a strong strategic path forward for your financial institution that will position you to drive accretive value and enable you to achieve the outcomes you desire.

Multi-Year Strategic Plan Development

We partner with our clients to shape their multi-year strategic plans along with an execution roadmap; executive alignment and engagement are key success elements in this process.

Board Services

We work with Boards to conduct Board Governance and lead strategy sessions to ensure strong partnerships and alignment with executive management.

Assessment of Current Bank Business Model & Protocol

We work with our clients to identify and evaluate new market opportunities using targeted segmentation and go-to-market strategies.

Identification of New Growth Opportunities

We help our clients identify new line-of-business opportunities such as Business Services and Private Banking that drive growth consistent with their overall strategy.

Enterprise-Wide Banking Strategy

Achieve tangible value and outcomes by developing a strategy that aligns the organization around key executable priorities. We help our clients develop and execute a customized, actionable bank strategy typically delivering $1.5 million in tangible return for every $1 billion in assets.

Strategic Banking Technology Plans

Enable business-line strategic and financial objectives by ensuring adherence to technology plans.

Vendor Ecosystem

Identify the best solutions to increase the performance of your financial institution by deepening vendor knowledge, including our proprietary Contract Vault™, which drives vendor contract cost savings.

Data-Backed Banking Best Practices

Leverage Cornerstone’s vast data resources including Performance Vault™ to identify customer experience, growth, and efficiency opportunities and subsequently define the priorities needed to achieve those results, utilizing Cornerstone’s best practices.

M&A Expertise

Using data-driven analytics to optimize performance and growth along with strong merger and acquisition (M&A) capabilities, Cornerstone’s expert consultants will help you become a high-performing institution.

Bank Staffing

Increase staff performance by acquiring, developing, and retaining top talent utilizing our expertise in communications, organizational design, education/learning, and employee engagement.

Our Approach to Strategic Planning

Cornerstone’s Strategic Planning Consulting Services will lead your executive team to answer these pressing questions:

Cornerstone Advisors Strategic Planning - Infographic
 
Cornerstone Advisors - Powered by Data 1
Platforms & Tools

Powered by Data

Performance Vault™ and Vendor Vault™—to identify value creation opportunities. We tap into thousands of data points and benchmarks to help your organization achieve vendor cost savings, improve operational efficiencies and successfully manage vendors.

ContractVault-logo

Contract Vault™ is our proprietary data engine of over 15,000 pricing points collected from negotiating thousands of vendor contracts. Leveraging this information, our team of negotiators provides financial services executives with an objective analysis of market pricing and how it shifts with size, volume, and contract length.

Learn More
VendorVault-logo

Vendor Vault™ is our powerful, yet easy to use vendor management platform for ongoing vendor monitoring. It was specifically designed to help you stay on track and ensure you pass your exams. Vendor Vault™, provides data on hundreds of industry vendors serving the financial service market.

Learn More
PerformanceVault-logo

Performance Vault™ puts peer performance metrics at your fingertips and provides you with real-time analytics and insights to help you make data-driven decisions. It features more than 1000 productivity, revenue, and efficiency benchmarks that will enable you to drive high-performance levels across your entire enterprise.

Learn More
 

Meet Your Strategy Experts

Steve Williams - Headshot - Circle-1

Steve Williams

CEO & Founding Partner

As a co-founder of Cornerstone Advisors, Steve Williams serves as Chief Executive Officer and Founding Partner with Cornerstone where he leads firm growth and thought leadership efforts while remaining actively involved with major clients in the areas of strategy, technology and performance improvement. Steve has assisted hundreds of banks and credit unions in their efforts to become highly>efficient, top-performing financial institutions.
Brogan_Ryan_cropped (1)

Ryan Brogan

Managing Director

Ryan is a Managing Director and leads Cornerstone’s Client Experience (CX) & Strategy practice. Since joining the firm in 2010, Ryan has partnered with many of the top community banks and credit unions in the country on a wide range of efforts spanning strategy formulation and implementation, organizational design, and client experience optimization. Ryan formerly led Cornerstone’s Performance practice where he focused on improving efficiency and operational performance and leveraging benchmarking data to drive better business decisions.
Onker-Basu-Square-300x300 (1)

Onker Basu

Senior Director

Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognized for his ability to combine strategic planning, relentless execution, and strong financial management to deliver sustainable positive results. As a senior director on Cornerstone Advisors’ Strategy and Execution team, Onker helps banks and credit unions develop actionable strategies to drive growth and operational efficiency while providing insight on industry-leading best practices.
Al Dominick - Headshot - Circle

Al Dominick

Partner

Al advises C-suite executives, boards, and investors in the banking and fintech sectors, with a focus on strategic planning, corporate governance, and the intersection of banking and technology. He works closely with professional services firms, investors, and venture capitalists to build strategic partnerships that help financial institutions thrive in a rapidly evolving landscape.
 

Additional Resources