Solving Strategic Problems, Leveraging Innovative Solutions
Financial services firms that don’t evolve their technology to meet current demands are struggling to stay relevant, remain competitive and connect with their clients. Those that are combining focused and purpose-driven strategies with digital and next-gen technologies are unlocking their potential and thriving in the face of change, stark competition, and uncertainty. Reference Point brings a lens of industry expertise to solve complex problems, redefine what is possible and lead our clients into the future. Our proven track record includes helping financial services clients assess their IT organizations, define target state technology, and deliver largescale, innovative, and effective technology transformations.
The result is innovative solutions backed by unmatched service quality and value on each engagement.
Our Value Proposition
Reference Point helps solve strategic problems leveraging innovative technology. We do this by pairing renowned industry executives who have held CIO, CTO, CISO and other IT leadership positions at large financial institutions with top-tier consultants. And, together we lead organizations through transformations, helping them navigate complex technology and organizational initiatives.
Digital & Technology Services
We have a proven track record of helping financial services clients assess their IT organizations, define target state technology, and deliver largescale technology transformations.
A sample of the services and solutions we offer across Technology include:
- Business Strategy Alignment
- Technology Strategy
- Business Capability Modeling
- Functional & Technical Architecture
- Enterprise Architecture
- Digital Transformation
- Test Strategy & Execution
- Operational Transformation & Improvement
- CIO Metrics & Incentive Alignment
- Enterprise Agile & DevSecOps Transformation
- Organizational and Workforce Strategy & Design
- Business-Technology Portfolio Management
- Design Thinking
- Total Cost of Ownership Measurement, Optimization & Effectiveness
- Operational Optimization
- Technical Debt Portfolio Management
- Operational Risk Frameworks & Implementation
- Run-the-Bank Optimization
- Technical Analysis
- Business Analysis
- Solutions Architecture
- Cybersecurity Assessment & Implementation
- Information Security Assessment & Implementation
- Identity & Access Management Assessment & Implementation
- Cloud Technologies
- Robotics Process Automation
- Payments Technology
- Emerging Technology Trends
- Distributed Ledger Technology
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.