Testimonials

Cornerstone Advisors has helped hundreds of banks & credit unions over the years.

Here are a few of the things our happy clients have said:

 

Choose a service area:
Contract Negotiations | Payments | Strategy & Execution

 

Contract Negotiations


Marine Bank

"I'm generally skeptical of hiring consultants, but decided to give Cornerstone a try to help negotiate a renewal to our core processing contract. Their familiarity with competitive industry pricing and contract language brought sunlight and leverage into what would have been a weak negotiating position. And it paid wonderful dividends!"

Chris Zettek

Chris Zetteck


    $15B Regional Institution

    I cannot believe the results we achieved in such a short time-frame, and we didn’t need to use a scorched-earth approach to negotiate.

      CEO / $15B Regional Institution (western U.S.)


      $35B Regional Institution

      "Over the last several years we have achieved material short and long-term savings partnering with Cornerstone Advisors. They take on the heavy lifting and boil decision-making down to a simple choice."

        EVP / $35B Regional Institution


        $700M Credit Union

        "We've had great experiences with Cornerstone Advisors. Their professional, knowledgeable, and responsive team has given us the tools to enhance vendor and expense management and to execute strategic initiatives more smoothly. We've learned from each engagement and appreciate the unbiased expertise and industry knowledge that Cornerstone brings to the table!"

          SVP / $700M Credit Union (southwestern U.S.)


          Citizens Bank

          “Community banks negotiate and renew our critical vendor contracts with multi-year commitments. Limited information on industry trends and conditions often leave us negotiating against ourselves. Cornerstone provides both industry knowledge and current market conditions which result in significant immediate and direct benefits to our institutions. Their ethical approach with full transparency results in the ultimate win/win for our institutions.”

          Gordon Zimmerman

          Gordon Zimmerman
            President & CEO / Citizens Bank


            Peoples Bank of Washington

            We recently tasked Cornerstone Advisors with a very tight turn on a contract negotiation. They were all hands on deck and were extremely timely in their research, presentation preparation and delivery request to our vendor. They did the heavy lifting for us and we came along for support. We are so pleased with the outcome of this negotiation. I would highly recommend Cornerstone Advisors.

            Jennifer Evans Thompson

            Jennifer Evans Thompson
              SVP/Director of Mortgage Lending / Peoples Bank of Washington


              South State Bank

              We contacted Cornerstone Advisors following a merger of equals (MoE) announcement. It was critical to go through an expedited core selection and find synergies that aligned with the MoE related to our top vendors. Cornerstone was immediately available and delivered the results we were looking to achieve.

              Renee Brooks

              Renee Brooks


                First Merchants Corporation

                "The Cornerstone Advisors team is both knowledgeable and professional. They helped us save several million dollars on a key long term vendor contract and provided sound advice through our benchmarking initiative."

                Mark Hardwick

                Mark Hardwick
                  Executive Vice President, COO & CFO / First Merchants Corporation
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                  Payments


                  Redwood Credit Union

                  "Cornerstone Advisors and their exceptional project management staff were critical to helping us complete a large assessment and roadmap for the future of our credit union. It is always a pleasure to work with knowledgable, friendly and efficient staff."

                    Project Manager / Redwood Credit Union


                    SESLOC Federal Credit Union

                    "We couldn't have arrived here without Cornerstone Advisors. We're very happy with the work and we definitely got a much better result than we could have on our own. The knowledge and experience in the payments area was very valuable and made this project very smooth."

                    Ken Long

                    Ken Long
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                      Strategy & Execution


                      First Merchants Corporation

                      "Cornerstone also facilitated our strategic planning process involving the Board and Senior management team. Through the process, we were able to build enthusiasm and momentum around our revised Mission Statement and operating model. Working with Cornerstone Advisors has been a home run."

                      Mark Hardwick

                      Mark Hardwick
                        Executive Vice President, COO & CFO / First Merchants Corporation


                        Kirtland Federal Credit Union

                        "We have been utilizing Cornerstone Advisors for several years in the area of strategic solutions, contract solutions and performance solutions. Ryan has been facilitating the strategic planning sessions for KFCU. His skill set helped us achieve consensus on our overall arching strategy to evolve the credit union into the future. Ryan is a strategic partner and continuous to follow up with us on our progress toward our initiatives."

                        Sharlene East
                          EVP / Kirtland Federal Credit Union


                          SESLOC Federal Credit Union

                          "Ryan did an outstanding job with the preparation and facilitation of our Board Planning retreat. His personal industry knowledge is deep and added so much to the perspective in our discussions. His pace moved quickly and we covered a lot, but no one felt rushed. Both board and senior management agreed that we had never had such good group engagement and discussion in  prior retreats; several board members who work in other industries said this was the best professional session they had ever attended. Ryan and the Cornerstone team provided the final 5-year Plan output in a professional format that offers a great framework for sharing our strategy clearly with the rest of team."

                          Geri LaChance

                          Geri LaChance
                            President & CEO / SESLOC Federal Credit Union


                            Anonymous

                            "Selecting a new Mortgage Loan Operating System for a Credit Union our size was a daunting task and we couldn’t afford to ‘miss’ on this selection.  Cornerstone Advisors provided the landscape of offerings and relevant metrics to help lead our decision making process.  Cornerstone was abundantly proficient in helping define the overall scope of the project and aligning the affiliated vendors to our newly selected LOS as well.   Finally, their assistance in the negotiations of our new system was paramount in the comprehensive fit for our organization"

                            Anonymous


                              Fidelity Bank

                              "Fidelity Bank views Cornerstone’s collaborative approach as a differentiator. In all of our engagements, it feels like we’re getting an extension of our team rather than working with third-party consultants. We recently partnered with Cornerstone to develop a Digital Strategic Marketing and Sales Roadmap, and we came away confident that Cornerstone’s recommendations will help us execute on our goals more effectively and boost our digital UX performance to the next level."

                              Joann Marsili
                                SVP, Marketing and Digital Sales / Fidelity Bank


                                Elevations Credit Union

                                "Every year we budget for third party advisor services and Cornerstone Advisors has been our 'go to' for years. We don't always know when we will need their expertise, but inevitably we call on them multiple times throughout the year. We appreciate that they are very responsive and always come through for us."

                                Pete DuPré
                                  Chief Information Officer / Elevations Credit Union


                                  TwinStar Credit Union

                                  "Working with Vincent on our strategic planning was invaluable for our team. He brought a strong knowledge of the considerations that our credit union must face, and was able to help us distill something complex into a clear, meaningful set of strategic intentions. Having Vincent facilitate this discussion brought validity and expertise that is hard to gain with all insiders, and for that we were extremely appreciative."

                                  Scott Daukas

                                  Scott Daukas
                                    Chief Strategy Officer / TwinStar Credit Union


                                    First Bank

                                    "Cornerstone Advisors has been a valued advisor for First Bank through numerous strategic initiatives. Most recently Cornerstone partnered with us to help the bank streamline our commercial underwriting processes. With a carefully planned agenda, Cornerstone’s expert facilitator kept the two-day meeting on track and ultimately delivered an impactful meeting for bank stakeholders."

                                    John Montgomery
                                      Chief Credit Officer / First Bank


                                      Patelco Credit Union

                                      "Steve Williams of Cornerstone has facilitated Patelco's Strategic Planning Session for the last 5 years; He is always very well prepared, knows our Board, credit union history and focused on what we are trying to accomplish for the future.  Steve is smart, articulate, extremely knowledgeable on the financial services industry, funny and can rap with the best of them."

                                      Anita Macias
                                        Special Assistant to President/CEO / Patelco Credit Union


                                        TruWest Credit Union

                                        "TruWest Credit Union was looking for an accelerated, High-Performance Roadmap to benchmark our entire credit union, and Cornerstone Advisors delivered! Cornerstone’s energetic team worked tirelessly with us to identify more than $4 million in combined expense reduction and revenue opportunities.  Cornerstone worked with both credit union management and staff to understand our processes and systems before applying their expertise and industry best practices.  Their recommendations not only made sense, they showed us how to look at our credit union with eyes wide open for future opportunities."

                                        Chris Kearney
                                          SVO & CIO / TruWest Credit Union


                                          Citizens Community Credit Union

                                          "Citizens Community Credit Union engaged Cornerstone Advisors to assist us in developing a meaningful strategic plan that would firmly position us to offer the best possible service to our members. The Cornerstone facilitator was knowledgeable about the CU’s strengths and challenges, and he spoke our language as he worked patiently with the team to set concrete, realistic and measurable goals for a competitive future. We could not be happier."

                                          Dan Scott
                                            Vice President of Operations / Citizens Community Credit Union
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