There are over 4,000 Banks and Credit Unions with assets between $100-$500 million across the United States.

The core vendor marketplace for this group is abundant; don’t let a smaller asset size convince you there is little leverage to negotiate your core system pricing and terms. Cornerstone Advisors will negotiate your core contract and ancillaries to ensure you have an agreement that is market competitive.

Core Systems Negotiated – Service Bureau/In-House

  • FIS: BancPac, Mercury, Bankway-Kirchman
  • Fiserv: Advantage, Cleartouch, Datasafe, Galaxy, Precision, Premier, Portico, XP2
  • Jack Henry: 20/20, Core Director, CruiseNet
  • Other Core Providers: CSO (MeridianLink, NuPoint), Corelation, DCI, Member Driven Technologies (Episys), Synergent (Episys), Shazam (Cardinal), COCC

Niel Devasir is an accomplished executive leader bringing 20 years of financial services experience to Cornerstone Advisors. Niel has a track

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Nick Lane is the product manager for Cornerstone’s vendor management practice. In this role, he assists clients in assessing their

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Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting

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