Where Strategy Meets Execution

Helping Financial Institutions Reach the Next Level of Performance

Connect with Our Team of Banking and Fintech Experts

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Our team brings facilitation expertise, peer benchmarks, research, industry trends and insights to your planning process to help you remain competitive and drive measurable value for your shareholders and customers.

Advisory Services

Cornerstone Advisors’ multidisciplinary team brings well-founded industry experience in financial services, with an inside perspective that comes from having worked alongside banks for nearly two decades. Our independent insights and firsthand experience afford us a unique view on how to best help banks remain competitive and excel in today’s financial services industry.

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Technology Performance Management

Cornerstone Advisors' Technology Performance Management (TPM) solution assists banks with optimizing the return on their vendor technology spend. Together, we develop an enterprise road map to guide the negotiation strategy. Team members with expansive subject-matter proficiency will share competitive and marketplace insights to analyze issues and establish a game plan.

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Technology Solutions

Today, every company is a technology company — especially financial institutions. Whether it is
competitive pressure to meet changing customer expectations, evolving compliance requirements, or the desire to save money and improve efficiencies, it is critical that banks have clear insight into the state of their technology and their vendors.

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Mergers & Acquisitions

Our merger integration teams are multidisciplinary industry experts. Our Clients receive results, backed by the experience from hundreds of thousands of hours spent in the trenches working shoulder to shoulder with you. We live by the philosophy that "you cannot improve what you do not measure."

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Contract Negotiations

We realize that financial institutions don’t negotiate contracts every day, but vendors do, and luckily so do we. Let our team of negotiators put their deep market knowledge, proven methodologies, and our proprietary Contract Vault™ to work for you.

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Payments School

An intensive two-day course designed with the business professional in mind. A combination of lectures, group discussions, and in-class projects allows attendees to take their newfound knowledge and immediately apply it to their financial institution.

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Headquarters - Phoenix

7272 E. Indian School Rd.
Suite 400
Scottsdale, AZ 85251

480.423.2030

Raleigh

76 Hunter Street
Suite 201
Apex, NC 27502

Orlando

2170 West State Road 434Suite 400
Longwood, FL 32779

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