Cornerstone Advisors, Inc.

CUES is pleased to partner with Cornerstone Advisors, Inc., the only full-service consulting firm that can take credit unions from strategy to execution.

For more than 16 years, Cornerstone has been delivering unmatched advisory services and proprietary research to help credit unions improve their profitability and elevate their performance. Cornerstone’s customized engagements are staffed by tailored teams of experts carefully matched to each credit union’s specialized needs.

Cornerstone services include:

Facilitation expertise, peer benchmarks, research, industry trends and insights to help credit unions stay competitive and drive measurable value for members.

  • Strategic Planning
  • Enterprise Risk Management
  • Organizational Services
  • Board Governance
  • Benchmarking, Dashboards and Scorecards
  • Lending: Commercial, Mortgage, Consumer and Small Business
  • Process and Performance Improvement
  • Revenue Generation and Operation
  • Marketing and Sales Best Practices
  • Performance Vault™


A proven framework and approach that drives measurable value creation through merger and acquisition strategies.

  • Transaction Advisory Services
  • Merger Integration Services
  • Merger Contract Negotiations
  • Contract Negotiation Services
  • Contract Vault™


Select systems, maximize returns on technology investments, and improve technology governance and risk management.

  • Strategic Technology Planning
  • I.T. Benchmarking
  • I.T. Organizational Assessments
  • Vendor Road Maps
  • System Selection, Implementation and Conversion
  • Vendor Performance Management
  • Vendor Vault™
  • Payments Contracts
  • Branding
  • Payments Scorecards/P&L
  • Payments Vendor Selection
  • Payments Growth Initiative
  • Payments Vendor Consulting


Develop plans and select technology to proactively manage investments and capabilities across branch, web, mobile, contact center and ATM channels.

  • Return on Channel Model
  • Branch Strategy
  • Digital Strategy and Roadmap
  • Digital System Selection and Implementation
  • Contact Center Strategy
  • ATM/ITM Strategy and Execution
  • Digital Revenue Growth
  • Cash Management


Industry-renowned research, online newsletters, expert speakers and invitation-only roundtables.

  • Proprietary and Commissioned Research
  • Insight Vault™
  • Expert Speaking
  • Executive Roundtables

Reach the next level of performance with Cornerstone Advisors as your strategic partner. Learn more today by submitting an online interest form; calling 800.252.2664 or 608.271.2664, ext. 340; or emailing

Online Interest Form

Read more from the experts at Cornerstone Advisors:

Winning the Payments Game

By Tony DeSanctis
September 2018

Tech Time: Artificial Intelligence Awaits
By Niel Devasir
August 2018

Members on Mortgage
By Daryl Jones
July 2018

Branch Transformation
By Ryan Rackley
June 2018

Buying a Bank Is in Line With Growth
By Vincent Hui
March 2018

Powering ROI
By Nick Lane
February 2018

Navigating Risk
By Vincent Hui
November 2017