Banking Strategy

We help our clients develop and execute actionable strategy typically delivering $1.5 Million in tangible return for every $1 Billion in assets


What We Offer


Strategic Consulting Case Studies

1. Working with a Midwest bank for over 10 years on multiple growth and performance engagements from strategy through execution, we have seen the bank grow over 300% from a bank of $1.6B to over $5B in assets.
2. For a $5B commercial bank in the Southwest, we identified a product, segment and market strategy to stand up a private banking line of business with a potential of half a billion in additional deposits and over $250MM in loans.
3. For a $1B+ asset credit union in the West, we developed a business services strategy that would potentially add over 10% in in net income value.


90+ Net Promotor Score - 20+ Years Industry Experience


Cornerstone brings research, industry trends, and insights to your planning process that uncover how peers are creating customer and shareholder value to help your institution stay competitive.


Let us help you drive value through proven strategies.

Schedule a Meeting


How can we help you become Smarter in
Strategic Planning?


Achieve tangible value and outcomes by developing a strategy that aligns the organization around key executable priorities.


Enable business-line strategic and financial objectives by ensuring adherence to technology plans.


Identify the best solutions to increase performance of your financial institution by deepening vendor knowledge, including Cornerstone’s Contract Vault, which drives vendor contract cost savings.


Leverage data to identify customer experience, growth and efficiency opportunities and subsequently define the priorities needed to achieve those results, utilizing Cornerstone’s best practices.


Using data driven analytics to optimize performance and growth along with strong merger and acquisition (M&A) capabilities, Cornerstone’s expert consultants, will help you become a high-performing institution.


Increase staff performance by acquiring, developing and retaining top talent utilizing our expertise in communications, organizational design, education / learning and employee engagement.

Solution Managers

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

View profile

Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognized

View profile

20 Banking Realities for 2020

Year one of the Tech Decade in Banking will bring no shortage of tension between technology investments and earnings targets.

How to Offset an Evaporating Data Center

Banks and credit unions that have lost the ability to differentiate with their own data centers can regain control with a strategic approach to outsourcing.

Is Your Vendor a Partner? Ask These 10 Questions to Find Out

For all the talk about technology, fintech and disruption, it is still the truth that the biggest reason an FI leaves/replaces a system is that it has lost faith in its vendor or the vendor’s product.

Does Your Tech Plan Pass the Sniff Test?

Use these 5 Gonzo Tips to move beyond designer shelf-ware and develop tech plans that actually work.