Ancillary Negotiations

Loan/Deposit Origination, Trust and more


Ensure your pricing and terms are market competitive for your ancillary solutions, whether you choose to partner with your core vendor or a third-party.

Competitive Advantage

Choosing the right ancillary system can give you a strategic advantage over your competitors.

Your focus is on servicing your customers. Our focus is helping you get the right tools in place.

Once you select a best in class solution, you need best in class negotiation experience. Cornerstone is here to help.

Meridian Link Sungard Ambit Mortgage Cadence Ellie Mae E3 EzLender Streamlend Velocity Online Account Opening (Various) Sungard FIS SEI FIS Fiserv Jack Henry

Credit Union Payments Roundtable

An executive exchange for Credit Union Payments executives to unlock the value of peer collaboration: share best practices, vet new ideas, and build productive relationships with fellow leaders.

Meet the Team

Niel Devasir brings 20 years of financial services executive leadership experience to his role as senior director in Cornerstone Advisors’

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Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology

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As client relationship director, Jennifer Wagner consistently strives to provide Cornerstone Advisors clients with top-notch customer service and satisfaction.  She

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