Finding the operating model with the best fit for your institution can be challenging – Cornerstone is here to help.

Competitive Advantage

Making sense of the complexity

Comparing the in-house model versus service bureau model for core processing can be a difficult undertaking.

Don’t look to your vendors for help in making comparison or figuring out the hard costs associated with each model.


We dig into the details and then provide you the information you need to make an fact-based decision.

  • Data request and interviews
  • In-House Spending Model
  • Service Bureau Spending Model
  • Side by Side comparison of In-House versus Service Bureau processing costs
  • Management Presentation

Proven Methodology

Our approach is more than just comparing two proposals. We meet your team, learn about your strategic goals, dig into the numbers and prepare deliverables designed to help you make an informed decision.

We secure the best price and terms and help you implement the go-forward model.

Our Team

Scott Sommer is a founder of Cornerstone Advisors and specializes in strategic planning, mergers, and acquisitions. Sommer’s prior experience includes

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Terence Roche is a founder of Cornerstone Advisors. He specializes in strategic planning, payments, system selections, and human resources. His

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Steve Williams is a founder of Cornerstone Advisors and leads the firm’s Strategic Planning practice. Steve’s prior experience includes being

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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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Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency

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Brad Smith leads Technology Solutions for Cornerstone Advisors including vendor performance management, technology assessments, systems selections, implementations and conversions. He

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Quintin Sykes has nearly 30 years of technology and operations experience in financial services companies. He has served in multiple

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Sam Kilmer specializes in strategic planning, marketing, and delivery at Cornerstone Advisors.  Sam’s prior experience includes strategy, analytics, digital delivery,

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Ron Shevlin leads research at Cornerstone Advisors including the Cornerstone Performance Report and the Insight Vault. Cited often in the

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Andrea Lipo leads operations and information technology at Cornerstone Advisors. She leads process improvement, program management, strategy, and customer service

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Mary Anne Keegan leads Marketing at Cornerstone Advisors. Mary Anne’s prior experience includes leading marketing and corporate communications for global

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