Branch Performance

We help institutions get the most out of their branch footprint in a constantly evolving landscape of technology and customer expectations.

 

The Cornerstone Branch Model looks at 6 key elements that enable financial institutions to better manage and optimize branch performance. The model leverages Cornerstone’s proprietary data which provides insights on branch productivity, earnings potential, and closure analysis with a detailed profit and loss overview for every location.

Explore Our Competitive Advantage


Scorecards & Metrics

Proprietary scorecards at the individual branch level.     


Technology Expertise

Optimize frontline system strategy and navigate cross-channel customer interactions.

BranchMarketResults


Delivery Standards

Implement best practices and deliver the financial institution’s ideal customer experience.

BranchCustomerExperience


Staffing Models

Robust, scalable and targeted capacity planning.     

Branch Staff

Let us optimize your branch’s performance

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Meet the Team

Ryan Myers specializes in process improvement, strategy, and customer relationship management systems at Cornerstone Advisors. He helps clients achieve better

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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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Ryan Brogan specializes in contact center and lending performance improvement and benchmarking for Cornerstone Advisors. He helps financial institutions outperform

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Ryan Rackley specializes in contract negotiations, payments, mergers, branches, and technology at Cornerstone Advisors. He helps clients reduce vendor costs

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Melissa Rogers specializes in performance and process improvement at Cornerstone Advisors. Melissa helps clients facilitate the discovery, evaluation and planning

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Jim Burson specializes in strategic and Delivery Channel planning at Cornerstone Advisors. Jim helps clients achieve improved revenue performance and

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Vincent Hui specializes in strategic planning and leads the Merger & Acquisition and Risk Management practices for Cornerstone Advisors. Vincent’s

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Kaleb Seymour specializes in strategic planning, channels, mergers, and wealth management at Cornerstone Advisors. He helps solve complex problems and

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Thomas Milillo specializes in performance, process improvement, and lending at Cornerstone Advisors. Thomas helps clients achieve greater efficiency and profitability

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As an Analyst at Cornerstone Advisors, Inc., Michael Rempel works on a variety of client engagements as a member of

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As an Analyst at Cornerstone Advisors, Miles works on a variety of client engagements as a member of the Performance

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