Delivery Channel Planning

Cornerstone provides integrated methodology and leading industry knowledge to generate a true financial return.


Financial institutions know the realities and roles of delivery channels are changing and need to develop plans to proactively manage investments and capabilities across branch, web, mobile, contact center and ATM.  All things through all channels is expensive and not viable in the near term.  Cornerstone provides a Delivery Channel Plan and Roadmap to guide strategy, understand economic benefits, focus resources and develop competitive capabilities. Our Return on Channel framework ensures a clear understanding of the impacts on revenue, servicing, retention and experience. By creating an integrated channel road map, financial plan and performance scorecard to manage channels, clients can unlock tremendous incremental value.

Competitive Advantage

Direct Channel Costs


Channel Roadmap


Return on Channel


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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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Tim Daley specializes in channels, mobile, and web banking at Cornerstone Advisors. Tim helps clients navigate shifting channel preferences 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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