Cornerstone Advisors

06/23/2026

🔥Commercial banking isn’t broken because of relationships. It’s broken because bankers are buried in busywork.

Tony DeSanctis and Joel Pruis don’t sugarcoat it on Hot Takes: automation and AI are finally killing the back-office grind. Think centralized data, no more duplicate entry, fewer excuses.

Less admin. More client time. That’s the job.

06/22/2026

Only 1 in 5 Gen Z + Millennial CU members use their credit union for checking. 6 in 10 use fintechs. That’s straight from research by Ron Shevlin, commissioned by InvestiFi—and it signals where the primary relationship is headed if nothing changes.

The good news? The research also identifies what's driving these behaviors and what financial institutions can do to strengthen relationships with the next generation of members.

Download the report to see what's driving it 👉 https://hubs.ly/Q04lLXls0

06/19/2026

Juneteenth is a celebration of freedom and a reminder that progress requires ongoing commitment. Today, we honor the past, reflect on the present, and work toward a future where opportunity and equality are accessible to all.

06/18/2026

What can credit unions learn from SoFi's rise from a single-product lender to one of the most successful growth stories in financial services?

Join Ron Shevlin, Chief Research Officer at Cornerstone Advisors, and Ryan Giffin, SVP Partnerships & Client Success at LendKey, as they discuss new research on member acquisition, relationship depth, and long-term value. You'll walk away with actionable strategies to strengthen growth and compete more effectively for the next generation of members.

📅 July 15 | 12 PM ET

Register ➡️ https://hubs.ly/Q04lMcFn0

06/17/2026

The future of fintech is in good hands. The future of perms? Still under investigation. 🕵️‍♂️

Meet the interns bringing fresh ideas, big ambition, and a few unanswered hair-related questions. Proof that you don't need decades of experience to make an impact—just bold thinking, new perspectives, and the courage to challenge the status quo. 👇

https://hubs.ly/Q04lJbQ70

06/15/2026

🆕on GonzoBanker!

The future won't be built by people who all think alike.

As technology accelerates and competition intensifies, diversity isn't a side conversation. It's a strategic imperative.

Scott Hodgins explores why diversity is more than a value. It's a competitive advantage.

👉 https://hubs.ly/Q04ls7HY0

Let’s get one thing out of the way: AI is not optional unless your strategic plan includes gradual irrelevance.

06/13/2026

In the latest What’s Going On in Banking, Ron Shevlin and Stacey Bryant unpack a provocative idea from a Gen Z fintech founder and credit union board member: younger consumers don't care about branches. They care about value, convenience, and relevance.

The debate gets real, fast.

🎧📺 https://hubs.ly/Q04l6nQZ0

06/11/2026

🔥A bank merger once blew up over a vendor contract. Not strategy. Not credit. Not culture. A contract.

On Hot Takes, Tony DeSanctis and Neil Devasir explain why vendor agreements can make or break an M&A deal, and where the biggest surprises hide.

06/10/2026

🚨 First-party fraud is no longer just a collections problem. It’s becoming a major strategic risk for financial institutions.

In a new report for Casap, What’s Going On in Fraud 2026: Solving the First-Party Fraud Crisis With Agentic AI, authors Ron Shevlin and Lindsay Hooks reveal that first-party fraud now accounts for 36% of reported fraud cases, costing US companies an estimated $100 billion annually.

Download the report 👉 https://hubs.ly/Q04k0qLl0

06/09/2026

Checking accounts have become “paycheck motels”—temporary places for money to stay before it moves on to bigger and better places. In new research for InvestiFi, Ron Shevlin shows how Zillennials are increasingly opening fintech accounts to invest and save.

Download the report to see what’s driving Zillennial investing behavior and what credit unions can do to win it back 👉 https://hubs.ly/Q04kz1Wl0