Cornerstone Advisors

Offering industry expertise in financial services with an inside perspective after having worked alongside banks, credit unions & fintechs for over two decades.

[Cornerstone Advisors @CstoneAdvisors]

If you’ll be at @Bankjoy Elevate 2026, catch @RShevlin delivering the keynote, The Financial Lift Opportunity.

You won’t want to miss this one. See you there! 👋

#bankjoyelevate #bankjoy #banking #bankingstrategy #digitalbanking #fintech

[Cornerstone Advisors @CstoneAdvisors]

Happy Labor Day! 🇺🇸

Today we celebrate the people whose passion, perseverance, and dedication drive progress in our communities every day.

#laborday #laborday2026

[Cornerstone Advisors @CstoneAdvisors]

If you’re attending @BankDirector’s Bank Board Forum, catch John Meyer's session on the Point/Counterpoint: AI, Digital and Strategy Debate.

See you there! 👋

#bankdirector #bankboardforum #bankingleadership #bankingstrategy #aiinbanking #bankingtechnology

[Cornerstone Advisors @CstoneAdvisors]

@Finovate Fall is almost here. 🚀

@SamKilmer & Stacey Bryant are taking the stage in NYC to share their perspectives on where banking & fintech are headed.

If you’re attending, be sure to catch their sessions. See you there! 👋

#finovate #fintech #banking #financialservices

[Cornerstone Advisors @CstoneAdvisors]

We're excited to welcome Greg Weddell. With 35+ years of experience in treasury management & payments, Greg has helped #banks, #creditunions & #fintechs strengthen commercial deposit strategies + build successful #treasurymanagement programs.

#banking #payments #digitalbanking

[Cornerstone Advisors @CstoneAdvisors]

In research for The League of Credit Unions & Affiliates and Leverage, John Meyer & Catherine Wright find 96% of CUs using AI in operations are leveraging generative AI for internal knowledge management & process documentation.

👉 https://t.co/OktTdDE0iX

#cornerstoneresearch

[Cornerstone Advisors @CstoneAdvisors]

🆕 on GonzoBanker!

Want to know which banking headline matters most? It's not a merger. It's not a rate cut.

According to @rshevlin, it's an AI hiring decision that signals where the industry is headed next.

👉 https://t.co/Nmlo9StnCq

#gonzobanker #banking #fintech #geni

[Cornerstone Advisors @CstoneAdvisors]

In What's Going On in Fraud 2026: Solving the First-Party Fraud Crisis With Agentic AI, a new report for Casap, @RShevlin & Lindsay Hooks explore why closing that confidence gap will require new approaches to fraud detection, automation & AI.

👉 https://t.co/kVQGl5DmLa

[Cornerstone Advisors @CstoneAdvisors]

We are proud to have supported Third Coast Bank in its acquisition of Keystone Bank, from diligence through integration and conversion.

Congratulations to both teams on this milestone! ✨

#mergersandacquisitions #banking #financialservices #integration #acquisitionintegration

[Cornerstone Advisors @CstoneAdvisors]

Generic business banking isn't enough anymore. In a report for @NymbusCore, @RShevlin & Elizabeth Gujral found that 8 in 10 businesses would consider switching to an FI offering products & services for them.

Download 👉 https://t.co/zjKrGpB6Kv

#cornerstoneresearch #creditunions

[Cornerstone Advisors @CstoneAdvisors]

A new Cornerstone Advisors research report for Casap, by @RShevlin & Lindsay Hooks, explores why banks & credit unions must rethink how they balance fraud prevention, customer experience & more.

Download 👉 https://t.co/CEj4AY7dg8

#Fraud #Banks #AgenticAI #CornerstoneResearch

[Cornerstone Advisors @CstoneAdvisors]

What’s in an intern’s travel bag? ✈️

When the job takes you on the road, you learn quickly what earns a spot in the carry-on.

Our interns share their travel essentials from practical must-haves to unexpected picks.

Drop your must-have travel essential in the comments 👇

[Cornerstone Advisors @CstoneAdvisors]

According to @RShevlin's research for @InvestiFi_CUSO, nearly two thirds of Zillennial investors moved money out of deposits to invest.

Download the report to see how to compete for those dollars 👉 https://t.co/Rm2MuecNvu

#CornerstoneResearch #Zillennials #CreditUnions

[Cornerstone Advisors @CstoneAdvisors]

Join banking & credit union leaders for 2 days of peer-driven discussion on growth, lending, tech + what's next for the industry.

📍 Scottsdale, AZ 🗓️ October 7-8, 2026

Reserve your seat 👉 https://t.co/3WEakAlRKL

#commerciallending #banking #creditunions #executiveeducation

[Cornerstone Advisors @CstoneAdvisors]

Per research for The League of Credit Unions & Affiliates and LEVERAGE, John Meyer & Catherine Wright found 80% of CUs using AI in the contact center use generative AI to help agents w/real-time responses, call summarization & more.

Download report 👉 https://t.co/TiAyE0IbuG

[Cornerstone Advisors @CstoneAdvisors]

🆕 on GonzoBanker!

Tristan Green explores why banks can't afford to stand still while technology, competition & customer expectations keep accelerating.

👉 https://t.co/8Dxeofj7or

#gonzobanker #banking #fintech #bankingstrategy #digitaltransformation #creditunions

[Cornerstone Advisors @CstoneAdvisors]

Core deposits aren't so core anymore. In this What's Going On in Banking episode, @rshevlin & Stacey Bryant tackle stablecoins, tokenization, AI-powered fraud, @Visa's $2.4B @BioCatch bet + the Great Wealth Transfer!

🎧📺 https://t.co/Apw6xzVllB

#wgoib #banking #creditunions

[Cornerstone Advisors @CstoneAdvisors]

A new report by Elizabeth Gujral, Joseph Curry & @RShevlin, for @LendKey, found that 85% of @SoFi members who started with a student loan or refinance relationship went on to open additional products.

Learn more 👉 https://t.co/XKqaGJhsKI

#cornerstoneresearch #creditunions

[Cornerstone Advisors @CstoneAdvisors]

Zillennials aren’t avoiding investing. They’re funding it with bank deposits.

According to @rshevlin's research for @InvestiFi_CUSO, nearly two-thirds of Zillennial investors moved money out of deposits & into investments.

Download the report 👉 https://t.co/dD3ja9jcB4

[Cornerstone Advisors @CstoneAdvisors]

🔥 M&A isn't won in the boardroom. It's won in the months after the deal closes.

On this Hot Takes, @tonycornerst & Mary Eyre call out the biggest myth 👉obsessing over technology integration & forgetting about people.

#hottakes #mergersandacquisitions #mergerofequals #banking