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Banking & Financial Technology Consulting

We help financial institutions select financial technology systems, maximize returns on their technology investments, and improve technology governance and risk management.


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Today, every company is a technology company — especially financial institutions. Whether it is competitive pressure to meet changing customer expectations, evolving compliance requirements, or the desire to save money and improve efficiencies, banks and credit unions must have clear insight into the state of their technology and their vendors.

Banking Systems and Tech Applications

Cornerstone Offers:

  • Technology/Business Needs Assessments
  • Strategic Technology Planning
  • Technology Spending & Benchmark Analysis
  • Business Analytics Services
  • System Selection

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IT Governance & Risk

Cornerstone Offers:

  • Information Security Assessment
  • Business Continuity Planning
  • Vendor Risk Assessment

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Vendor Management Services & Consulting

Cornerstone Advisors combines knowledge gained from our customer engagements, our proprietary Vendor Vault™, and our firsthand experience with leading industry technology vendors to ensure our clients have the right vendor partnerships, technology, and processes to be future-ready.


Cornerstone Ensures Your Company's Banking Technology Is An Asset

Evaluations, Implementations & Utilization Consulting

  • Vendor Evaluation Consulting
  • Vendor Conversion and Implementation
  • Vendor Utilization (Vendor MapTM)
  • Vendor Management

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Vendor Contract Negotiations

We negotiate vendor technology contracts with a focus on maximizing leverage and reducing expenses.

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Vendor Management

An all-in-one solution to help manage vendor risk, vendor performance, and vendor cost.

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What Makes Cornerstone Different When It Comes to Technology In Banking?

More Experience than any Other Consultant

We have helped more banks and credit unions with technology projects than any other consultant. We are the most experienced and have the most time-tested processes.

Best Market Pricing

Our ContractVault™  is the most comprehensive database of vendor pricing on core, EFT, cards, Internet banking and digital, item processing, LOS, and telecom/datacom. We will get you better pricing, terms, and SLAs than anyone else.

Best Vendor Intel

Our VendorVault™ includes hundreds of financial institutions’ vendor satisfaction ratings across every major bank and credit union vendor. Our database also includes the most commonly under-utilized features and frustrations of every major vendor.