Cornerstone Advisors

CUES is pleased to partner with Cornerstone Advisors, 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
  • Strategic Execution
  • Board & Executive Facilitation
  • Organizational Alignment


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

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


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


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

Online Interest Form

Don’t Just Take Our Word For It!

Hear Gerry Agnes, President & CEO Elevations Credit Union, discuss how Cornerstone Advisors' experts helped Elevations succeed and endure through crisis.


Read more from the experts at Cornerstone Advisors:

Mergers For Market Strength
By Vincent Hui
March 2019

Negotiating The What-Ifs Into Your Contracts
By Nick Lane
February 2019

Mobile Banking Technology Outlook For 2019
By Stephanie Schwenn Sebring
January 2019

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