Bring Your Potential to Light

Cornerstone Advisors offers a wide range of consulting services to meet the needs of the banking and credit union industries.

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Where Strategy Meets Execution

Through efficiency improvement, benchmarking, strategic planning, technology and risk assessment, vendor selection, contract negotiation, and merger & acquisition services, Cornerstone Advisors works with financial institutions to help them reduce costs, increase revenue and stay competitive.

Cornerstone's industry-renowned studies and reports, online newsletters and white papers are aimed at helping our clients broaden their exposure to industry trends and increase performance. Our proprietary benchmarking database can identify millions of dollars of process improvements and cost savings for your bank or credit union.

Explore our site or contact us to learn how we can ensure your strategies, processes and technologies are all operating at peak efficiency.

Speaking Engagements

CUNA Mutual MEMBERS Development Company Owners Meeting

Steve Williams, "Mobile Commerce: What Credit Unions Need to Know"

Jan 7 – Coronado, CA

CUNA Mutual MEMBERS Development Company Owners Meeting

Terence Roche, "Payment Systems"

Jan 8 – Coronado, CA

CUDL Annual Managers Retreat

Steve Williams, "Best Practices in Credit Union Efficiency"

Jan 22 – Carlsbad, CA

Open Solutions Inc. Annual Sales Meeting

Terence Roche, "What Hungry Vendors Need to Know from Snotty Consultants" (or "How to Win Deals")

Feb 1 – Newport, RI

North Dakota Bankers Association/South Dakota Bankers Association Bank Management Conference

Terence Roche, "Emerging Trends in Technology & Delivery"

Feb 12 – Scottsdale, AZ

Gonzo Banker

A collection of observations, ruminations, predictions and random thoughts from Cornerstone Advisors.