cornerstone_strategy2_frameworkCornerstone’s unique Strategy2 framework helps our clients increase revenue, improve resource efficiency, manage risk and enhance return on equity. Our team of experienced bankers will candidly assess current performance, identify value-enhancing strategic options and determine how to become “execution ready”. Cornerstone’s strategic planning is bounded by rigorous analytics, best practice industry benchmarks and a deep understanding of the people, process and technology resources required for effective execution.

Process


Collect Client Information

Includes current strategy, financial performance, brand development, product and service performance, IT and organizational structure.


Survey Executives & Board of Directors

Uncover key themes and opportunities for the institution, and build a planning agenda around these themes.


Develop Strategic Assessment

Provide Cornerstone’s research insights and knowledge of high performing peer practices.


Facilitate Planning Meetings

Create an energetic, strategic dialogue focused on the future of your organization.


Clarify Business Model

Review strategic objectives and priorities for the overall organization and develop a formal Strategic Plan document for Board approval.


Integrate Financial Projections

3-5 year financial projections included into the Strategic Plan.

Start with us for strategic planning.

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

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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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Upcoming Events

GonzoBanker Payments Roundtable 2017

  Join experts from Cornerstone Advisors in an open group discussion about how bank payments…

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The card processing landscape experienced significant changes in 2017, and this shift in players will impact financial institutions well into the future.

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More and more banks and credit unions are finding themselves dissatisfied with their credit card processors. But is the problem really with failed vendor performance, or is a lack of accountability on both sides to blame?

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