Each year the folks at Cornerstone Advisors query hundreds and banks and credit unions regarding their best practices. Once Cornerstone receives responses from its FI population, it compiles the data into a free report for industry pros to peruse. Some of the items the annual Report covers benchmarks regarding branch sales and service, call center, web and mobile management, loan operations, mortgage lending, and more.
We invited Cornerstone's Steve Williams and Scott Hodgins on the program to discuss the details of the firm's complimentary report and why they produce such a comprehensive document anybody in the FI industry. This interview is also a call for participants, as well, because the more information Cornerstone receives from credit unions, the better the report will be. Always entertaining and informative having Steve and Scott on the show. Check it out!
Note: The Report is free for those who participate. Everyone who is interested in reviewing it, can purchase it from the Cornerstone Advisors website. A cost has not been announced yet.
The Cornerstone Report for Credit Unions
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Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.