In the News

Apple’s financial moves could offer lesson for fintechs

Fintech. financial marketing. apple. May 24, 2023 “Apple is just not going to become everything for everybody," says Ron Shevlin, chief research officer at Cornerstone Advisors. "The fintechs need to really understand and stick to their strategy, their approach, their differentiation, and their market.”

How Financial Services Firms Can Improve The Customer Experience

financial marketing. user experience. fintech consulting services. customer service. Jan 31, 2023 According to Cornerstone Advisors' 2022 "What's Going On In Banking" study over half of both credit unions and banks had launched digital transformation initiatives as of 2021.

McLean's Primis Financial makes big bet on rare cash-back debit card.

financial marketing. Cards & Payments. debit. Nov 3, 2022 Tony DeSanctis from Cornerstone Advisors is not convinced that Primis’ deposit-gathering strategy is sustainable. He said bank customers consider other things besides rate and price when opening new accounts and the digital experience has increasingly become the most important factor.