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 is an accomplished executive leader bringing 20 years of financial services experience to Cornerstone Advisors. Niel has a track

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Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting

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Jen Wagner specializes in contract negotiations with an emphasis on payments, marketing and training at Cornerstone Advisors. Jen focuses on

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