Strategic Execution

Improve productivity, quality and consistency and reduce expenses.

 

Cornerstone provides services designed to help your financial institution with future vision and strategy planning. The ability to build an opportunity-seeking, agile organization is a key factor in beating competitors and staying relevant against FinTech innovators.

Our Organizational Assessment is designed to define the structures, roles, responsibilities and desired outcomes in critical functions of your organization. We then provide pragmatic recommendations that can be used to determine where the organization’s focus, energy and time should be directed to improve performance benchmarks and management/profitability reporting.

Process


Develop Specific Business Plans

Develop brief and specific Line of Business and Support Area Business Plans to support the enterprise Strategic Plan.


Implement Performance Dashboards

Strategic execution progress is evaluated on a quarterly basis at the executive level to ensure that all key performance indicators are being met successfully.

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 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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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.

Acquire or Be Acquired 2018: Breaks, Bulls and Business Models

AOBA 2018: a big party packed with acquirers, sellers, investment bankers and attorneys full of big plans for the year ahead.

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