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:

STRATEGIC SOLUTIONS

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

  • Strategic Planning
  • Strategic Execution
  • Board & Executive Facilitation
  • Organizational Alignment

MERGER AND ACQUISITIONS

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

  • Transaction Advisory Services
  • Merger Integration Services
  • Merger Contract Negotiations

LENDING SOLUTIONS

Transform your commercial, small lending consumer and mortgage lending operations to provide an enhanced borrower experience, improve efficiencies and increase profitability.

  • Performance Improvement
  • System Selection

DELIVERY CHANNEL SOLUTIONS

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

  • Return on Channel (ROC) Calculations
  • Branch Evolution Strategy
  • Contact center Strategy
  • Digital Strategy & Roadmap
  • ATM/ITM Strategy & Implementation
  • Digital System Selection
  • Enterprise Risk Management Planning


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 cues@cues.org.

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