Additional Services

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Business Analysis

At CSMS, we have the experience and knowledge to assist your institution in determining the right path to follow. This is done by performing in-depth analytics of where your firm is, your needs, and your strategic direction.

Whether you need help with your strategic planning, talent optimization, replacing your core software or processor, ancillary systems, a change in processes, a new service delivery, a possible de-novo startup, or an acquisition, we will collaborate with your management teams to define all your needs. Your company’s goals and vision will be the heart of the solutions to be delivered.

Core Processing

General Ledger

Safe Deposit Box

Call Reporting

Loans/Teller

Accounts Payable

Deposits/EFT

Fixed Assets

Item Processing

Item Capture

Check/Statement Imaging

Branch Capture

Mobile Capture Bill Pay

Ancillary Systems

Internet Banking

Cold Storage

Voice Response

Statement Rendering

Additional Services

Disaster Recovery Planning

BSA/AML

Vendor Management

Training

Risk Analysis

Ready to find out more?

If you would like to receive a free consultation please contact us here.

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Strategic Planning

A disciplined, commonsense development and/or problem-solving approach that balances business goals with financial goals.

All plans need to meet the requirements of your firm’s strategic goals. When working on the strategic plans and/or issues, a thorough understanding of the desired outcome is a must. This knowledge will be developed through intensive senior management and middle management interviews and meetings. Once the goals are determined, a review of your institution’s processes and vendors that are affected will be reviewed for their ability to meet the desired outcome.

The information is analyzed, gaps are identified, risk analysis is performed, and the information is presented for solutions development. The plan and process development should strictly adhere to your institution’s strategic goals yet be flexible to allow for modifications to the plan to achieve the desired results. All this is done as a team with the institution’s management, staff, and Cornerstone.

Ready to find out more?

If you would like to receive a free consultation please contact us here.

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Project Planning

Systems, software, process, and product implementation typically is a stressful time on a company as most firms are functioning with limited staff or staff that are not experienced in managing projects. CSMS can be your extra resource that can manage your projects or be a resource for your internal teams.

Each implementation shall include vendor management, statements of work, project plans, quality assurance testing, process change identification, mock migration testing, implementation, post-implementation review and adjustments, and finally project closure.

CSMS has in excess of 22 years with conversion and change process projects. Let Cornerstone Strategic Management Services LLC handle your needs.

Ready to find out more?

If you would like to receive a free consultation please contact us here.