Our Story

Where We Began

Reference Point was established in 2002 by former banking executives looking to help clients manage complex operational challenges and changes.

Where We Are

More recently, we've grown our team and expanded our services to deliver comprehensive solutions for financial services firms.

Where We're Going

We're excited to capitalize on this growth and continue to build a leading professional services firm of top industry talent.

Our Approach

It’s the right talent that enables financial services firms to drive performance. We combine proven expertise and practical experience in a unique consulting model to give clients superior quality and value.

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Our Values

We live, hire, and work by values that make us who we are.


We work to understand each challenge within the context of a client’s mission and operating model. Rather than imposing pre-defined solutions, we develop client-tailored solutions informed by our experience and expertise.


We embrace challenges and thrive under pressure to continually deliver high-quality solutions for complex projects. Our leadership and consultants are highly motivated team players who are passionate about the work we perform.


We believe that earning and maintaining the trust of our clients is essential to our joint success. To ensure continued success and client satisfaction, we are upfront and honest about our work ethic and project delivery throughout each engagement.


We are committed to a culture of inclusivity and connectedness, where everyone feels they belong. The collective sum of our differences in life experiences, backgrounds, unique ideas, and self-expressions enable us to better deliver for our clients, community, and one another.


Our teams deliver a full spectrum of strategy, management, and technology consulting services across various client engagements.

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Industry Focus

We apply our expertise and experience to clients across the financial services industry.

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