Customer Relationship Management

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.

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Technology Expertise

Insights into pros and cons of leading customer relationship 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.

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Team Needs for the CRM System Draft

Start tackling the tedious planning and use cases now and earn your way to becoming a CRM winner next season.

Life After Stupid Sales Culture

Retail bankers are at a crossroads, and only those who face reality as it is and relentlessly work to create value in new ways have a shot at the future.

CRM Mistakes

For any company that implements customer relationship management, the goal is to sell more products or services to customers, nurture relationships and boost the bottom line. The financial services world is not excluded.

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

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