cornerstone_strategy2_frameworkCornerstone’s unique Strategy2 framework helps our clients increase revenue, improve resource efficiency, manage risk and enhance return on equity. Our team of experienced bankers will candidly assess current performance, identify value-enhancing strategic options and determine how to become “execution ready”. Cornerstone’s strategic planning is bounded by rigorous analytics, best practice industry benchmarks and a deep understanding of the people, process, and technology resources required for effective execution.

Process


Collect Client Information

Includes current strategy, financial performance, brand development, product and service performance, IT and organizational structure.


Survey Executives & Board of Directors

Uncover key themes and opportunities for the institution, and build a planning agenda around these themes.


Develop Strategic Assessment

Provide Cornerstone’s research insights and knowledge of high performing peer practices.


Facilitate Planning Meetings

Create an energetic, strategic dialogue focused on the future of your organization.


Clarify Business Model

Review strategic objectives and priorities for the overall organization and develop a formal Strategic Plan document for Board approval.


Integrate Financial Projections

3-5 year financial projections included into the Strategic Plan.

Start with us for strategic planning.

Contact Us Now

Meet the Team

Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

View profile

Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

View profile

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

View profile

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.