Strategy
Home Loans Strategic Review Assessment
Boosting efficiency and profitability for Fortune 100 Financial Institution
After the mortgage industry experienced record-breaking growth in production, the Client sought to streamline their end-to-end mortgage processes with the hopes of doubling their application capacity and increasing both their client and Financial Advisor (FA) experiences. In order to increase capacity, the Client had to address a negative perception from the FA network that the mortgage process was unreliable and negatively impacted customer experience. In response, the Client put together a comprehensive strategic plan that hoped to address process improvements across each stage of the loan origination cycle. Given the complexity and magnitude of the strategic plan, the Client requested the support of Reference Point to review the plan’s effectiveness to ensure its solutions could meet their desired outcomes.
Design & Implement Operating Model to Achieve Optimal Merger Integration
Merger Integration Program Office
TechnologyLeverage Quantitative Decision-Making to Evaluate Integration Readiness
Integration Architecture Capabilities
RiskLeverage Enterprise Data for Operational Intelligence & Analytics
Operational Intelligence Platform
Sample Case Studies
Home Loans Strategic Review Assessment
Strategy Boosting efficiency and profitability for Fortune 100 Financial Institution
Design & Implement Operating Model to Achieve Optimal Merger Integration
Strategy Merger Integration Program Office for Fortune 500 US Bank
Leverage Quantitative Decision-Making to Evaluate Integration Readiness
Technology Integration Architecture Capabilities for U.S. Bank Cooperative
Leverage Enterprise Data for Operational Intelligence & Analytics
Risk Operational Intelligence Platform for Fortune 50 Financial Institution
Drive Project Portfolios to Achieve Strategic Objectives
Strategy Technology IAM Program Transformation for Fortune 200 Custodian Bank
End-to-End Services, Working Together
We approach every engagement with our client in mind—creating solutions that are tailored to fit the task at hand. Our interrelated services offerings address a wide range of client needs. Whether a company is looking to solve a problem or capitalize on an opportunity, we can help them to achieve and exceed their goals—effectively and efficiently.