Strategy
Home Loans Organization & End-to-End Process Strategic Assessment
Increased Efficiency and Profitability Across the Loan Origination Lifecycle 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. 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.
CISO Dashboard
Actionable Insights from Unified & Interactive InfoSec Environment Data
StrategyPost-Merger Investment Portfolio Migration
Investment Consolidation Coordination and Oversight
DataOperational Processing Orchestration and Automation
Improved Orchestration of Automated Data Processing Cycles
Sample Case Studies
Post-Merger Investment Portfolio Migration
Strategy Technology Investment Consolidation Coordination and Oversight for Large US Bank: Corporate Technology
Operational Processing Orchestration and Automation
Data Technology Improved Orchestration of Automated Data Processing Cycles for Large Wholesale Lender
End-to-End AML Process Enhancement Recommendations
Strategy Risk Strategies to Improve Quality of Enhanced Due Diligence Reviews for Fortune 100 Financial Services Institution
Merger Integration Office Strategy & Management
Strategy Design & Implement Operating Model to Achieve Optimal Merger Integration for Large US Bank & Retail Brokerage - Chief Financial Officer
IT Architecture Assessment
Strategy Technology Multi-Factor Project Prioritization Framework and Data Model for Fortune 500 U.S. Bank & Retail Brokerage
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.