Banking Consulting Services

We combine a deep understanding of banking and credit union industries with a knowledge of best practices and future-state technologies.


We will assess your position in the market, build awareness of your business among stakeholders, and offer powerful solutions to fuel your market growth and leadership.

  • Industry Briefings
  • Advisory Engagements
  • Commissioned Studies
  • Knowledge Vaults
  • Product Diligence and Assessments
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Unique, phased methodology to create a strategic vision aimed at a profitable future.

  • Strategic Planning
  • Enterprise Risk Management
  • Organizational Services
  • Board Governance
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Your needs are addressed quickly to provide a final contract that is competitive and is focused on future growth.

  • Core System Contracts
  • Ancillary Technology Negotiations
  • Contract Savings Through Merger Negotiations
  • Delivering the Lowest Pricing and Highest Card Incentives
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Significant opportunities to recapture costs, gain market share and increase shareholder value.

  • Benchmarking, Dashboards, and Scorecards
  • Lending: Commercial, Mortgage, Consumer, and Small Business
  • Process and Performance Improvement
  • Revenue Generation and Operation
  • Marketing and Sales Best Practices
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Manage a growing and complex technology environment to maximize returns.

  • Strategic Technology Planning
  • IT Benchmarking
  • IT Organizational Assessments
  • System Selection, Implementation, and Conversion
  • Vendor Performance Management
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Focus on measurable productivity improvements while retaining franchise value of each organization.

  • Transaction Advisory Services
  • Merger Integration Services
  • Merger Contract Negotiations
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Tighten up your payments program to increase your bottom line.

  • Payments Contracts
  • Card Branding
  • Payments Scorecards/P&L
  • Payments Vendor Selection
  • Payments Growth Initiative
  • Payments Vendor Consulting
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Integrated services and proprietary research to increase return on channels.

  • Return on Channel Model
  • Branch Strategy
  • Digital Strategy and Roadmap
  • Digital System Selection and Implementation
  • Contact Center Strategy
  • ATM/ITM Strategy and Execution
  • Digital Revenue Growth
  • Cash Management


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Transform your lending performance for future readiness.

  • Consumer Lending
  • Commercial Lending
  • Mortgage Lending
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We deliver advisory services to help financial institutions achieve some of their most challenging goals. For every engagement, we assemble a team with the right set of skills and expertise to drive results. Contact us now to see how we can help you.

How Banks Can Stay More Connected Like Amazon

Six ways financial institutions can prepare to better connect with customers who are nearly all digital-first now.

FIS/Worldpay Agree to Combine: So What?

Game-changing mergers are creating bigger, more diversified vendors that banks and credit unions use for payments services.

Cornerstone Advisors Fall Payments School

Continually emerging payment technologies keep financial institutions struggling to be at the forefront of their market. Join Cornerstone’s Payments Experts for 2-full days of learning this cutting-edge environment and how to keep your FI ahead of the game.