Cornerstone Advisors @CstoneAdvisors
Offering industry expertise in financial services with an inside perspective after having worked alongside banks & credit unions for nearly two decades. crnrstone.com Scottsdale, AZ Joined October 2017-
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If credit unions want to compete with digital banks, they need to provide an easy and elegant experience. John Meyer shares his insights in Get With The Digital Account-Opening Beat. Read more 🔗 bit.ly/4djHk8i #CUES #creditunions #digitalbanks
🆕 In this episode of What's Going On In Banking,@rshevlin w/guests Derik Sutton of @Autobooks_ & Etch Advisors' Mary Anne Keegan discuss the challenges facing marketing in the banking industry. 🎧📺 bit.ly/3y76K8U #fintech #marketing #wgoib #marketinggrowth #banking
✔️ If you're attending @FinancialBrand Forum, don't miss @rshevlin's workshop on AI Masterclass: Unlocking the Power of Artificial Intelligence in Banking. See you there! #banking #financialbrandforum #ai
Industry experts @CitizensBank' Mark Valentino, @Mastercard's Jane Prokop, @SMEFinanceForum's Qamar Saleem, @UplinqFinancial's Patrick Reily & @rshevlin explored how AI & alternative data are reshaping fair access to credit while ensuring profitability ➡️ bit.ly/3wehRwe
Jeff Rice, Jayme Madden and Lindsay Hooks will be at the upcoming @Co_opSolutions Think 2024 conference in Nashville. Catch up with them if you're attending! 👋#creditunions
The latest Gonzo Banker article by Elizabeth Gujral, 'The Holy Quest for CRM in Anytown, USA,' explores the challenges financial institutions face in implementing effective CRM systems ➡️ bit.ly/3wfWv1u #gonzobanker #crm #crmsystems
Why are consumers opening accounts at fintechs vs banks & credit unions? New Cornerstone research commissioned by @alkamitech explores trends in digital banking & provides key performance metrics for FIs ➡️ bit.ly/4dfbWYp #digitalbanking #consumerbanking #performanceKPIs
Heading to the @indianabankers 2024 Mega Conference? Catch up with Jeff Rice while you're there. #IBAmega #Banking
🎙️ In the latest episode of Plugged In, @AlDominick & @stevenwilliams deep dive into the two sides of the banking brain. Check out "The Lessons of '24 (So Far): This Is Going To Be Rough!" 👉 bit.ly/44gSN4c #pluggedin #banking #techtransformation #innovation #agility
Catch up with Jennifer Wagner and Stacey Bryant at the @MarylandBankers Women and Allies 2024 Annual Conference. See you there! 👋#banking
Join @stevenwilliams' session on Building the Smarter Bank at EDGE 2024 hosted by @Trellance, CUDX and @fileneresearch. #smarterbank #creditunions #techninnovation #digitaltransformation
Discover the latest in digital innovation with Ron Shevlin at the Innovators Retreat hosted by @Narmi_Tech. Secure your spot for his session "Where Are We With Digital?"👉 ringcentr.al/3JhSrkt #digitalbanking #banks #creditunions
🎙️ Introducing Money isn't Everything! 💰 Host @MaryMWisniewski chats w/ Digit (now @oportun) founder Ethan Bloch on overdraft fees, behavior-changing products, & fintech's impact. Plenty of laughs too! 🎧📺 bit.ly/3xIn5ks #MoneyIsntEverything #FintechInnovation #Fintech
"Don't let the machines take over." Nigel Morris of @QEDInvestors joins @rshevlin on the latest episode of What's Going On In Banking 👉 bit.ly/4aT3YlK #fintech #wgoib #ai #banking
🔥 C&I is an untapped opportunity for loan growth. In this episode of Hot Takes, @tonycornerst & Joel Pruis break down surprising findings of C&I lending in some of the top banks. 📺 bit.ly/3VYZrKD. #CILending #BusinessGrowth #CI #HotTakes
Who says banking must only be about the bucks? Get ready to laugh and learn on Money i$n't Everything...a new podcast with @MaryMWisniewski dropping on Thursday. Stay tuned... #MoneyIsntEverything #FintechInnovation
Join @rshevlin for his session "Where Are We With Digital?" at the Innovators Retreat by @narmi If you haven’t registered yet, sign up 👉 ringcentr.al/3TVBtNu #digitalbanking #banks #creditunions
The Credit Card Competition Act is a bad idea! This report commissioned by @AmericasCUs & @AACUL presents 6 ways the legislation will harm issuers, consumers & merchants. Download ➡️ bit.ly/3vLEw2M #ccca #creditcardact #cardinterchange #creditunions @rshevlin @SamKilmer
🆕 Research: As small businesses grow and become more digital, they face increased accounting complexity. Can embedded accounting lighten the load? A report from Cornerstone Advisors & @hurdlr says YES! Download ➡️ bit.ly/3PRdeyZ #saas #embeddedaccounting #smallbusiness
With its more than 38 million customers, is @Chime ready for an IPO? Get @rshevlin’s perspective on GonzoBanker. bit.ly/49zwVSF #fintech #chime #neobank #gonzobanker
Jill Castilla @JillCastilla
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874 Followers 1K Following Todd Clark is former President/CEO of CO-OP Solutions.Watch @CstoneAdvisors's Ron Shevlin and Mary Wisniewski share highlights from their "What's Going On In #Banking 2023" Research, sharing #CreditUnions Concerns, opportunities, and more for 2023 #financialservices ... cubroadcast.com/1/post/2023/01…
The interest rate environment is the top concern for credit union executives in 2023, according to @CstoneAdvisors’ 8th annual “What’s Going On in Banking” report released this month by the Scottsdale, Ariz.-based consulting firm. | #CUTimesTech cutimes.com/2023/01/20/int…
Banks have knowledge needs & skillsets that are best grown inside the bank. bankdirector.com/issues/strateg… @CstoneAdvisors #bankstrategy #AOBA23
Why Attracting & Retaining Talent is No Longer Good Enough bankdirector.com/issues/strateg… @CstoneAdvisors #bankstrategy #AOBA23
Banking Strategies to Withstand an Economic Downturn bit.ly/3WTaOB2 @rshevlin @CstoneAdvisors @FinancialBrand #bankingstrategy #banking #digitalbanking
Banks have knowledge needs & skillsets that are best grown inside the bank. bankdirector.com/issues/strateg… @CstoneAdvisors #banktalent #strategy
A snark-free moment(!!) with my colleague @rshevlin talking shop w/ @CstoneAdvisors Strategy & Execution team in AZ this AM. Obviously moving, as it got my man @SamKilmer out of his seat 👊🏻
The research team @CstoneAdvisors dropped something pretty sweet dropped today… 🧵👇🏻
Love waking up to read about @CstoneAdvisors @rshevlin & @SamKilmer being recognized for their #Fintech industry leadership / congrats gents! Well earned/deserved!! prnewswire.com/news-releases/…
Thrilled to moderate this rockstar #fintech #lending panel including @cunexus @BarryKirby19 , @fileneresearch Mark Meyer, @origencecompany 's Neetu Bhagat, and @openlending Matt Roe at #lendingTechLive . Check it out --> bit.ly/3aJJO4n
How Embedded Finance is Blending Banking and Commerce. New research from @rshevlin of @CstoneAdvisors probes consumers' attitudes on getting financial services from nonbank companies like retailers. tinyurl.com/258trjkf
The @CstoneAdvisors 2022 Digital Banking Performance Metrics report indicates that high-performing #banks #creditunions report high #billpay utilization at more than twice that of low performers. #billpayPays #DigitalPayments #PaymentStrategy hubs.ly/Q01h1K880
Modernizing a bank’s #technology has the potential to improve efficiency, reduce errors and free up resources for further investment. bankdirector.com/issues/strateg… @CstoneAdvisors
“Worlds colliding” as @CstoneAdvisors Ryan Rackley shares 3 key considerations for a summer strategic planning session bankdirector.com/issues/strateg… via @BankDirector 👊🏻💯
How Brands Like #HomeDepot, #Coach, And #Playstation Will Make Millions Selling #FinancialServices New #Fintech Snark Tank on new consumer study showing strong demand for #embedded finance bit.ly/3Rox5EG @JimMarous @efipm @BrettKing @AlexH_Johnson @mikulaja @Xbond49
@CstoneAdvisors we @AlliedPayment have a simple contract with a flat monthly fee. Modern bill pay and money movement for community banks and credit unions.
The volume of new technology contracts banking executives must now manage is leading to what we call, 'emergency reaction mode.’ What do we mean by this and does it impact your financial institution? Register to find out. bit.ly/3RxCPfF
Beyond the speaking, really looking forward to LISTENING & judging awards @Finovate with @MaryMWisniewski @Chris_Skinner @RAlexJimenez @GhelaBoskovich @williamemills @psb_dc @leimer @tiffanimontez @charlesepotts @Shelleypittman @154Advisors & others way smarter than me.
Finding inspiration for future @CstoneAdvisors presentations in the most unexpected of places (today, from a picture hanging on the 8th floor of the Grove Park Inn in #Asheville, NC)
Success factors for #fintech companies in getting deals: #1: Use Cases #2: Influence Content Watch the full webinar on-demand to hear more advice from industry expert Sam Kilmer of @CstoneAdvisors hubs.ly/Q01gjVGS0