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Expert 'DIY' Guidance to Help You Manage Your Projects

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Streamline Your Complex Projects

Leading a technology project in-house, such as a branch acquisition, branch opening, or a technology conversion, is extremely challenging in terms of size, scope, and impact. Cornerstone professionals have successfully led hundreds of highly-complex initiatives for our bank and credit union clients nationwide for more than 20 years. But if you want to tackle these projects in-house, you still need guidance. Cornerstone’s SmartKits are an option.


SmartKits are web-based, 'DIY' operational tools that provide a pre-populated, step-by-step, detailed written framework designed too successfully guide you through complex initiatives. Every SmartKits is based on years of hands-on expertise, so you can leverage our industry-leading knowledge to help your project succeed. Find the SmartKits that is right for your initiative.

Bank & Brand Acquisition

Bank & Branch


Any banker will tell you that successfully managing the due diligence and acquisition process is not easy. The Bank & Branch Acquisition SmartKits will help you complete the entire process...

Failed Bank Assumption

Failed Bank


Being the winning bidder for a failed institution can be a fast and lucrative way to enhance your franchise, but pulling it off successfully can be a challenge!

Branch Opening



When it comes to opening branches, we know that realistic timelines, precise detail management and effective communication are the keys to making...

Data Processing Conversion

Data Processing


Whether in-house or outsourced, Cornerstone Advisors has a clear understanding of what it takes to successfully manage a data processing conversion. We have translated that knowledge..

De Novo

De Novo


At Cornerstone Advisors, we have a clear understanding of what it takes to successfully manage a de novo opening. We have translated that knowledge into an innovative, web-based SmartKit..