Strategic Execution

Improve productivity, quality and consistency and reduce expenses.

 

Cornerstone provides services designed to help your financial institution with future vision and strategy planning. The ability to build an opportunity-seeking, agile organization is a key factor in beating competitors and staying relevant against FinTech innovators.

Our Organizational Assessment is designed to define the structures, roles, responsibilities and desired outcomes in critical functions of your organization. We then provide pragmatic recommendations that can be used to determine where the organization’s focus, energy and time should be directed to improve performance benchmarks and management/profitability reporting.

Process


Develop Specific Business Plans

Develop brief and specific Line of Business and Support Area Business Plans to support the enterprise Strategic Plan.


Implement Performance Dashboards

Strategic execution progress is evaluated on a quarterly basis at the executive level to ensure that all key performance indicators are being met successfully.

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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