Organizational Alignment

 

Cornerstone Advisors can ensure the successful development of your organization’s Strategic Plan using our knowledge of best practices and expertise from helping hundreds of clients.

Development of a strategic plan must be linked with practical strategies, tactics and initiatives that move the bank or credit union toward achieving its stated purpose.

As a result of our focus to develop and implement strategies to improve your competitive position and bottom line, you will realize:

  • Maximized shareholder and member value
  • New and innovative competitive strategies
  • Revenue enhancement
  • Operating efficiencies
  • Accountability for execution
  • Continued measurement through performance scorecards

2017 Cornerstone Performance Report for Banks

The 2017 Cornerstone Performance Report for Banks analyzes the latest trends and developments in banking gathered from working directly with banks nationwide.

Credit Union Project Management Roundtable

We will be hosting for the first time, a new Credit Union Project Management Roundtable this Spring. This event will bring together project managers and executives to collaborate on the challenges we experience managing strategic and tactical projects in a credit union organization.

10 Banking Channel Metrics That Have Dramatically Changed in 10 Years

Considering a combination of the introduction of smartphones and mobile banking, the financial crisis initiating regulatory pain, and the emergence of fintech startups threatening traditional banks, these banking channel metrics have changed dramatically.

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

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Tristan Green specializes in strategic planning at Cornerstone Advisors. Tristan’s prior experience includes retail sales management and business development. Tristan

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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 leads research at Cornerstone Advisors including the Cornerstone Performance Report and the Insight Vault. Cited often in the

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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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