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Cornerstone Advisors, Inc,
Where Strategy Meets Execution
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Organizations with a clear sense of purpose move onward and upward, even in the face of economic uncertainty. Will your credit union’s strategic, operational and technology planning initiatives position you to move forward with confidence?
CUES is pleased to partner with Cornerstone Advisors, Inc., the only full-service consulting firm that can take credit unions from strategy to execution. Credit unions of all sizes have called on Cornerstone for guidance and take advantage of their expertise. Services include:
- New! Enterprise Risk Management (ERM) services. With Cornerstone's holistic approach, credit unions get comprehensive information about and analysis of their current risk environment, and actionable recommendations designed to strengthen their risk management program, all in alignment with the NCUA's seven risk categories.
- A reliable resource to stay abreast of the latest in technology to improve member service and back office processes and workflow tools
- Aggressive merger strategies, field of membership and product expansions to diversify and differentiate your credit union in a world of financial commodities
- Assessment and selection of operating software and technology spending
- Strategic technology planning including a roadmap for investment and governance to maximize returns on technology
Thrive and move forward with Cornerstone Advisors as your strategic partner to lead the way. Submit an online interest form to learn more.
|Online Interest Form