Organizational Alignment

 

Cornerstone Advisors can ensure the successful development of your organization’s Strategic Plan using our knowledge of best practices and expertise from helping hundreds of clients.

Development of a strategic plan must be linked with practical strategies, tactics and initiatives that move the bank or credit union toward achieving its stated purpose.

As a result of our focus to develop and implement strategies to improve your competitive position and bottom line, you will realize:

  • Maximized shareholder and member value
  • New and innovative competitive strategies
  • Revenue enhancement
  • Operating efficiencies
  • Accountability for execution
  • Continued measurement through performance scorecards

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.

Meet the Team

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

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Tristan Green brings many years of business development, strategy and data analytics to Cornerstone Advisors. As a consultant for Cornerstone’s

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Vincent Hui brings to Cornerstone Advisors nearly 25 years of experience in the financial services industry, where he has served

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Jim Burson brings to his role as managing director in Cornerstone Advisors’ Channels practice a deep knowledge of the financial

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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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Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail

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One of the founding partners of Cornerstone Advisors, Scott Sommer brings leadership and distinctiveness to Cornerstone’s consulting practice. He has

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