Development of area-specific use cases with best practices implemented in multiple high performing institutions.
Insights into pros and cons of leading CRM vendors for sales, marketing, and enterprise solutions.
RFP development, demo facilitation and financial modeling to objectively select the right CRM vendor.
Expertise working with executive management to create organizational changes that support a CRM platform.
Start tackling the tedious planning and use cases now and earn your way to becoming a CRM winner next season.
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.
Ryan Myers specializes in process improvement, strategy, and customer relationship management systems at Cornerstone Advisors. He helps clients achieve better
Sam Kilmer specializes in strategic planning, marketing, and delivery at Cornerstone Advisors. Sam’s prior experience includes strategy, analytics, digital delivery,
Eric Weikart leads Performance Solutions for Cornerstone Advisors. Eric quarterbacks a team specializing in improving performance, processes, and operating efficiency