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

Why Analytics Initiatives Fail and What to Do About It

We have reached the tipping point for adoption of the term big data, but unfortunately the same cannot be said about arriving at a tipping point for the success rate of analytics initiatives.

2017 Cornerstone Performance Report: Pre-Order

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

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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