Ancillary Negotiations

Loan/Deposit Origination, Trust and more

 

Ensure your pricing and terms are market competitive for your ancillary solutions, whether you choose to partner with your core vendor or a third-party.

Competitive Advantage

Choosing the right ancillary system can give you a strategic advantage over your competitors.

Your focus is on servicing your customers. Our focus is helping you get the right tools in place.

Once you select a best in class solution, you need best in class negotiation experience. Cornerstone is here to help.

 Meridian Link Sungard Ambit Mortgage Cadence Ellie Mae E3 EzLender Streamlend Velocity Online Account Opening (Various) Sungard FIS SEI FIS Fiserv Jack Henry

Meet the Team

Nick Lane specializes in contract negotiations, payments, wealth management, and human resources at Cornerstone Advisors. Nick leverages strong interpersonal skills,

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Bob Roth leads Contract Negotiations and Payments for Cornerstone Advisors. Bob has negotiated hundreds of contracts with industry vendors resulting

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Jen Wagner specializes in contract negotiations with an emphasis on payments, marketing and training at Cornerstone Advisors. Jen focuses on

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