Banking Strategy

We provoke the best thinking and strategic decision making


Cornerstone brings research, industry trends, and insights to your planning process that uncover how peers are creating customer and shareholder value to help your institution stay competitive.


Strategic Planning

Practical strategies, tactics and initiatives to move you toward achieving your stated goals.

Board & Executive Facilitation

Our industry savvy facilitators have helped countless banks and credit unions get – and stay – fired up about their strategic plans and future direction.

Strategic Execution

Cornerstone helps you implement the initiatives set forth in the Strategic Plan and move your institution from Strategy to Execution.

Organizational Alignment

Determine where your institution’s focus, energy and time should be directed to improve performance benchmarks and management/profitability reporting – resulting in capitalized growth and market position.

Benefits to You

Executives receive an objective assessment from multiple perspectives: financial performance, operational benchmark performance, branding, technology and organizational. Our Strategic Assessment helps identify where and how your institution can create greater value for shareholders and customers.

Our formal external research and internal survey expertise will uncover key themes, challenges and opportunities that should be addressed in the planning process.

Our process of assessing your institution’s business model and strategic priorities ensures time and resources will be spent on areas of greatest leverage to ensure results are achieved.

Our process of clarifying your institution’s business model and strategic priorities ensures time and resources will be spent on areas of greatest leverage using strategic tools and methodologies to maintain a rigorous execution process to ensure results are achieved.

Cornerstone Difference

Our proprietary Strategic Assessment model and Cornerstone Scorecard benchmarks allow executives to know exactly how their institution compares to peers.

Cornerstone’s work with more than half of all mid-size financial institutions in America means your organization will learn what the top institutions are specifically doing to create customer and shareholder value.

Our planning methodology allows executives to clarify key competitive advantages and clearly establish organizational priorities.

Cornerstone integrates the Strategic Plan a 3-5 year financial forecast and capital plan, as well as ongoing Performance Dashboards to drive accountability and performance.

Let us take you from strategy to execution.

Meet the Strategy Team

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

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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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Tim Daley specializes in channels, mobile, and web banking at Cornerstone Advisors. Tim helps clients navigate shifting channel preferences and

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Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts, including

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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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Sam Kilmer specializes in bank strategic & delivery planning as well as advisory for fintech, vendors and investors at Cornerstone

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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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The New Earnings Model

Discover your new revenue earning potential

Strategic Planning for Innovation and Differentiation

Crafting an effective strategic plan requires executives to think hard about what makes up a good strategy

GonzoBanker Roundtables

Stay strategically connected to high-performing industry peers.

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