Sales & Marketing

We ensure institutions implement customer relationship management software in a way that adds strategic value with a vendor capable of executing on the vision.

Competitive Advantage

Industry Best Practices

Development of area-specific use cases with best practices implemented in multiple high performing institutions.


Technology Expertise

Insights into pros and cons of leading CRM vendors for sales, marketing, and enterprise solutions.

Proven Methodology

RFP development, demo facilitation and financial modeling to objectively select the right CRM vendor.

Cultural Adoption

Expertise working with executive management to create organizational changes that support a CRM platform.


Read More

Meet the Team

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

View profile

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

View profile

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

View profile
Scroll Up