Jane Kress

Next Step

On December 2, 2021, the management and technology consulting firm Cornerstone Advisors acquired Next Step. The new partnership means enhanced advisory services and growth opportunities for both firms. Our combined experience, relationships, methodologies, and resources positions banks and credit unions for success. About Next Step Passionately Serving Our Clients Since 1995 Next Step provides complete core system selection and conversion management services for growing financial institutions. We help banks and credit unions not only select the right system but also achieve the best vendor agreement, an outstanding conversion, and the greatest efficiency from the new technology. We also provide this assistance for key ancillary systems, such as digital banking, loan origination, ATM/Debit card processing, credit card processing, etc. We also help our clients with acquisition/merger conversions.