Cornerstone Advisors

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Cornerstone Advisors Financial service organizations rely on our consulting and research services to improve profitabilit

If you're attending, catch Stacey Bryant at the NYBA Financial Services Forum 2026. See you there! 👋
11/02/2026

If you're attending, catch Stacey Bryant at the NYBA Financial Services Forum 2026.

See you there! 👋

Every consumer loan a bank doesn't make is a conversation a competitor gets to start. That's the hidden cost of treating...
10/30/2026

Every consumer loan a bank doesn't make is a conversation a competitor gets to start. That's the hidden cost of treating consumer lending as an afterthought.

In a new report for Teslar Software, Ron Shevlin, Elizabeth Gujral, and Correll Davis examine how consumer lending helps strengthen deposits, deepen relationships, and increase customer loyalty.

➡️ https://hubs.ly/Q04CNNf00

Financial wellness is a nice talking point. But can your institution prove it’s making customers better off?Ron Shevlin ...
10/29/2026

Financial wellness is a nice talking point. But can your institution prove it’s making customers better off?

Ron Shevlin says it’s time to move beyond education and dashboards to measurable financial improvement. Discover how to turn your mission into a growth strategy in a report for Bloom Credit.

Download ➡️ https://hubs.ly/Q04BR2jG0

10/28/2026

Fresh off Money20/20, Sam Kilmer catches up with Karen Buell (equipifi), Tommy Nicholas (Alloy) and Adam Blue (Q2) for a FinTech Hustle conversation that gets into the messy realities of AI.

Agents accessing accounts. Fintechs moving faster than banks can keep up. AI writing code. And the growing risk of doing absolutely nothing.

Big questions. Candid takes.

🎧📺 https://hubs.ly/Q04CxCjX0

Things got a little spooky in our Scottsdale office. 🎃👻The costumes came out, the competition heated up and our team und...
10/27/2026

Things got a little spooky in our Scottsdale office. 🎃👻

The costumes came out, the competition heated up and our team understood the assignment.

Congrats to our costume contest winners, Brie and Liz. 🏆 Looks like you found Nemo! 🐠

Financial health sounds good. But can you prove it’s working?Join Cornerstone Advisors’ Ron Shevlin and Bloom Credit CEO...
10/27/2026

Financial health sounds good. But can you prove it’s working?

Join Cornerstone Advisors’ Ron Shevlin and Bloom Credit CEO Christian Widhalm for a CUInsight webinar that challenges the traditional financial wellness playbook.

They’ll dig into "financial lift," how to measure the real financial value delivered to members, and how improving financial outcomes can drive deposits, revenue, engagement and growth.

📅 October 28 | 12 p.m. ET
👉 https://hubs.ly/Q04BZmt30

73% of small businesses say they'd consolidate more financial activity with their bank if it matched the fintech capabil...
10/26/2026

73% of small businesses say they'd consolidate more financial activity with their bank if it matched the fintech capabilities they value most.

The opportunity is real. The window won't stay open forever.

In a new report for Fiserv, Ron Shevlin examines what's driving small business loyalty and where banks can win back engagement.

➡️ https://hubs.ly/Q04BQvd_0|

10/24/2026

Not all internships are created equal. A Cornerstone internship definitely isn’t your average summer gig. 👀

Our interns work on real client projects, learn alongside consultants and firm leaders and travel to client sites. It’s hands-on. It’s challenging. And there’s plenty of fun along the way. 🏓

🎥 See what makes the Cornerstone internship experience different.

Applications for our 2027 Consultant Internship are now open. Apply today 👇https://hubs.ly/Q04C2Vhp0

The best part of a roundtable? The people around it. 👏Two days. Great conversations. Fresh perspectives. And an outstand...
10/23/2026

The best part of a roundtable? The people around it. 👏

Two days. Great conversations. Fresh perspectives. And an outstanding group of credit union leaders willing to share what’s working, what’s challenging, and what’s next.

Thank you to everyone who joined us for the CU CXO Roundtable.

Want to be part of it in 2027? Explore Cornerstone Executive Education 👉 https://hubs.ly/Q04BZtlg0

A fintech partnership is only as strong as the technology behind it.In a new report for DCI, Ron Shevlin, Elizabeth Gujr...
10/22/2026

A fintech partnership is only as strong as the technology behind it.

In a new report for DCI, Ron Shevlin, Elizabeth Gujral, and Audrey Millhouse explain why community banks need flexible core platforms that make it easier to integrate partners, launch new products, and pursue growth opportunities.

Download ➡️ https://hubs.ly/Q04y4wxw0

Address

7272 E. Indian School Road
Scottsdale, AZ
85251

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14804232030

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