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

Major Core Vendors Are Failing Regional Banks

Gro brings a solid digital account opening platform, something Q2 was pursuing internally.

The Five Problems With Personalization

It’s time to rethink and be honest about the promise of personalization.

Cornerstone Advisors 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

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

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Kaleb Seymour specializes in strategic planning, channels, mergers, and wealth management at Cornerstone Advisors. He helps solve complex problems and

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Tristan Green specializes in strategic planning at Cornerstone Advisors. Tristan’s prior experience includes retail sales management and business development. Tristan

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

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Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and

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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 is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including

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Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes

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