How Banks Can Stay More Connected Like Amazon
Six ways financial institutions can prepare to better connect with customers who are nearly all digital-first now.
One of the founding partners of Cornerstone Advisors, Scott Sommer brings leadership and distinctiveness to Cornerstone’s consulting practice. He has
As a co-founder of Cornerstone Advisors, Steve Williams heads up the firm’s Strategy and Execution Solutions practice and is actively
Bob Roth brings to Cornerstone Advisors more than 30 years of experience managing and directing all aspects of information technology
Kevin Eskew brings to Cornerstone Advisors a long history of success in financial leadership, business improvement, and corporate integration at
A co-founder of Cornerstone Advisors, Terence Roche brings 40 years of experience in bank operations and consulting. He has directly managed
Ryan Rackley has negotiated more than 400 technology contracts for his clients. He brings an in-depth knowledge of all aspects
Brad Smith has spent nearly three decades helping community and regional financial institutions achieve their business goals by integrating strategy
Quintin Sykes leads Cornerstone’s Technology Solutions group and has over 30 years of technology and operations experience in financial services
As co-leader of Cornerstone Advisors’ Strategy and Execution Practice, Eric Weikart shows banks and credit unions how to use peer
Cornerstone Advisors has Carl Faulkner to thank for the nationally recognized reputation of its technology planning. Prior to founding Cornerstone,
Jim Burson brings to his role as managing director in Cornerstone Advisors’ Channels practice a deep knowledge of the financial
Vincent Hui brings to Cornerstone Advisors nearly 25 years of experience in the financial services industry, where he has served
Howard Mooney brings more than 20 years of banking industry leadership to his role as managing director in Cornerstone Advisors’
John Venzon brings 25 years of banking, vendor and consulting experience to Cornerstone Advisors. As managing director of the Technology
Andrea Lipo leads operations and information technology at Cornerstone Advisors and directs the firm’s internal process improvement, program management, strategy
Susan Mounts specializes in creating company cultures, recruiting exceptional talent, leading and managing people, building high performing teams, and increasing
Onker Basu is a senior leader with over 25 years of banking and consulting experience. He has been consistently recognized
Ryan Brogan specializes in performance improvement and benchmarking at Cornerstone Advisors with a key focus in contact centers and lending.
Tony DeSanctis brings more than 20 years of financial services experience to Cornerstone Advisors. As co-lead of the firm’s Payments
Niel Devasir brings 20 years of financial services executive leadership experience to his role as senior director in Cornerstone Advisors’
Brandi Gregory has over 15 years of experience in the financial services industry with an emphasis on relationship management, payments
Brian Hagan brings to Cornerstone Advisors more than 25 years of experience as a senior financial executive responsible for improving
As senior director for Cornerstone Advisors, Scott Hodgins is actively involved with the firm’s benchmarking, strategic planning, technology and system
Daryl Jones puts his strong performance and process improvement background to work at Cornerstone, where he manages the Mortgage Lending
Sam Kilmer leads Cornerstone Advisors’ fintech advisory practice working with industry providers, fintechs and investors. He also leads selective strategy
Nick Lane is a senior director in Cornerstone Advisors’ Contract Negotiations practice, where his primary focus is helping financial institutions
As a senior director with Cornerstone Advisors, John Meyer leads the firm’s Business Intelligence and Data Analytics practice. In this
Ryan Myers has nearly 20 years of experience in the financial services industry with an emphasis on strategic planning and
In the commercial and small business segments, Joel Pruis brings more than 25 years of experience delivering fundamental change in
Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, retail
Clio Silman puts her expertise in M&A and systems and process integration to work in her role as an Implementation
Kim Swenson brings more than two decades of financial services management consulting, retail banking and payments experience to her role
As senior director for Cornerstone Advisors, Steve Wildman leads the Core Transformation Practice and is actively involved with the firm’s
James Davis is a director in the Payments and Contract Negotiations solutions areas at Cornerstone Advisors. He is a results-focused
Margaret Glick is a director in Cornerstone Advisors’ Technology Solutions group, where she applies her 30-plus years of banking experience
An experienced operations leader, Tom Hill is dedicated to applying continuous improvement principles in banking. As a director in Cornerstone
Alex Johnson puts more than 15 years of industry experience in market research, product strategy and credit analytics to work
Steve Koenemann specializes in technology, implementations, project management and system selection at Cornerstone Advisors. Steve’s prior experience includes chief technology
Chris Miller is a digital innovation executive skilled in the art of translating data-driven insights into actionable strategies that drive
As a director in Cornerstone Advisors’ Strategy and Execution practice, Michael Rempel specializes in lending solutions and works on a
As a director in the Delivery Channels practice at Cornerstone Advisors, Amanda Swanson is focused on delivery channel strategy and
As a senior consultant in Cornerstone Advisors’ Contract Negotiations practice, Michael Watkins specializes in telecom/ATM contract negotiations. In this role,
After successfully completing Cornerstone Advisors’ internship program, Tomasz Bazant joined the firm as a consultant in the Contract Negotiations and
Adam Boyle brings 15 years of bank management experience to Cornerstone Advisors. As a consultant in the firm’s Technology Solutions
As a consultant in Cornerstone Advisors’ Strategy and Execution practice group, Galen Everett specializes in performance analytics and benchmarking. He helps
Geoff Gray puts a 20-year proven track record in financial analysis, relationship and project management to work in his role
Tristan Green brings many years of business development, strategy and data analytics to Cornerstone Advisors. As a consultant for Cornerstone’s
As a consultant at Cornerstone Advisors, Elizabeth Gujral assists in the development of quantitative and qualitative analyses that ultimately help
Tara Johnson brings a strong background in contract development, analysis, and negotiation to the Contract Negotiations team at Cornerstone Advisors.
Kevin Knighton brings to Cornerstone Advisors a strong track record of improving business processes through automation and redesign. As a
Jessica Pinkston is a consultant in the Technology Services group at Cornerstone Advisors, where the firm’s clients benefit from her
Following his successful completion of Cornerstone Advisors’ internship program, Oliver Syme was invited to join the company as a consultant
As a consultant in the Delivery Channels practice at Cornerstone advisors, Austin Wofford specializes in combining financial analysis, digital strategy,
Corey Ziring is a consultant in Cornerstone Advisors’ Technology Services group. In this role, he works closely with clients to help
Mike Armbruster specializes in contract negotiations, technology, implementations and conversions at Cornerstone Advisors. Mike’s goal at Cornerstone is to help
As an associate consultant in Cornerstone Advisors’ Technology Services practice, Jim Trautwein helps financial institutions gain value and performance from
Working in Cornerstone Advisors’ Contract Negotiations group, Laurie Venzon brings 20 years of diverse banking experience to help clients improve the
Andy Walberg brings to Cornerstone Advisors a diverse background in direct and channel sales, strategy and idea generation, analytics and
Rachel Cardona brings many years of administrative experience to her role as project administrator at Cornerstone Advisors, where she supports
Roya Faraji brings to Cornerstone Advisors a proven track record of quality service in all facets of project management and
As a project administrator in the Strategy and Execution group at Cornerstone Advisors, Kim Frances specializes in administration and project
Christy Callebaut is a project coordinator for the Strategy and Execution group at Cornerstone Advisors where she supports the team
Bernita Stephans brings a rich history of data analysis and project coordination to Cornerstone Advisors’ Contract Negotiation practice, where she
As the leader of Cornerstone Advisors’ consultant support activities, Beth Dalton calls upon her exceptional skills in project management, data
Amanda Garrett calls on her administrative and project coordination expertise to ensure consistently productive relationships between Cornerstone Advisors clients and
Chantell Williams specializes in project management and client communications at Cornerstone. Chantell has strong organizational and problem-solving skills, and has
Gary Fortin is a senior marketing strategist, creative visionary, business executive and successful entrepreneur with a storied career that spans
An accomplished senior marketing professional, Brianne Bailey leads Cornerstone Advisors’ customer engagement/retention, marketing automation and content planning initiatives. Brianne brings
Shannon Crandall is a project management specialist with experience designing and delivering versatile marketing strategies geared toward business development and customer
Cate Pitts ensures Cornerstone Advisors’ publications and client-facing initiatives consistently reflect the company’s brand. She edits the firm’s marketing collateral,
Matt Shearon is an experienced marketing professional with a career history that includes local and global strategies for both B2C and
As client relationship director, Jennifer Wagner consistently strives to provide Cornerstone Advisors clients with top-notch customer service and satisfaction. She
Emily Waite connects communities and leads Cornerstone Advisors’ private bank and credit union executive roundtables. Prior to Cornerstone, Emily was a
Chris Barmore is a Security & Desktop Management/Network Administrator in Operations/IT. Chris has over 19 years’ experience in desktop management
Thomas Borjon specializes in database management, operations, and technology at Cornerstone Advisors. His clients are his co-workers and he helps
As a senior data scientist, Judd Heckman plays an integral role on the IT/Operations team at Cornerstone Advisors. More than
Tatiana Koelmeyer has spent the last 11 years at the international law firm, Denton US LLP, as an Executive Assistant /
Stephanie Olsen is an Administrative Assistant at Cornerstone Advisors. Her responsibilities include freeing up time for colleagues to complete their
Robin Putnam specializes in operations, reporting, events, and special projects at Cornerstone Advisors. She coordinates several efforts across the firm
Kaye Sylvester delivers more than five years’ experience in desktop and network administration to Cornerstone Advisors’ IT/Operations team. Before joining
As senior business intelligence architect in Cornerstone’s IT/Operations group, Jennifer Thomas leads the adoption of internal BI competencies and translates
Six ways financial institutions can prepare to better connect with customers who are nearly all digital-first now.
Game-changing mergers are creating bigger, more diversified vendors that banks and credit unions use for payments services.
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.