Branch Transformation

Cornerstone drives stronger returns by optimizing branch distribution and investment.


Financial institutions have millions of dollars tied up in branch square footage investments that are quickly becoming underutilized as the banking business shifts to remote channels. Cornerstone helps executive teams develop a strategy for managing the branch network in both mature and growth markets.

Competitive Advantage

Branch Sales & Service


Branch Staffing


Branch Closure Analysis


Key Sales Process Enhancements


Retail and Small Business Sales- Tools And Enablers


Incremental Returns From ITM Pilot Investment


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Meet the Team

Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and

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Kaleb Seymour leads Cornerstone’s internal analytic development by building rigorous models and the standardization of frameworks and deliverables. Kaleb specializes

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As a co-founder of Cornerstone Advisors, Steve Williams heads up the firm’s Strategic Solutions practice and is actively involved in

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