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

 

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
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                Payments

                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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