Maximize returns on your technology investments.


We help financial institutions maximize returns on their technology investments and improve technology governance and risk management.

Technology Assessments & Planning

  • Technology/Business Needs Assessments
  • Strategic Technology Planning
  • Technology Spending & Benchmark Analysis
  • Business Analytics Services

Vendor Evaluations, Implementations & Utilization Consulting

  • Vendor Evaluation Consulting
  • Vendor Conversion and Implementation
  • Vendor Utilization (Vendor MapTM)
  • Vendor Management

IT Governance & Risk

  • Information Security Assessment
  • IT Audit
  • Business Continuity Planning
  • Vendor Risk Assessment

Vendor Contract Negotiations

We negotiate vendor technology contracts with a focus on maximizing leverage and reducing expenses.

Vendor Management

An all-in-one solution to help manage vendor risk, vendor performance, and vendor cost.

Learn More About Our Process and Get a Custom Quote

Schedule a time to talk with one of our Vendor Consultants
or, if you’re ready, request a custom pricing proposal.

So, What Makes Us Different?


We have helped more banks and credit unions with  technology projects than any other consultant. We are the most experienced and have the most time-tested processes.


Our ContractVault™  is the most comprehensive database of vendor pricing on core, EFT, cards, Internet banking and digital, item processing, LOS and telecom/datacom. We will get you better pricing, terms and SLAs than anyone else.


Our VendorVault™ includes hundreds of financial institution’s vendor satisfaction ratings across every major bank and credit union vendor. Our database also includes the most commonly under-utilized features and frustrations of every major vendor.

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.

What’s Going On in Banking 2017

In December 2016, Cornerstone Advisors surveyed 301 executives from community banks and credit unions about their outlook, concerns, priorities, and technology plans for 2017.

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