Reference Point
Reference Point, established in 2002 by former banking executives, offers a comprehensive range of Strategy, Technology, Data, and Risk services, focusing on financial services sectors. The company has offices in New York, Washington, D.C., and Charlotte, and is known for its unique consulting model pairing senior industry practitioners with accomplished consultants.
Company History
Reference Point was established in 2002 by former banking executives. The company has grown to become a leading provider of interrelated Strategy, Technology, Data, and Risk services. Reference Point's team includes former financial services executives and industry practitioners, bringing extensive expertise to its solutions.
Services
Reference Point offers a comprehensive array of services across Strategy & Management, Risk & Regulatory Compliance, Digital & Technology, and Data & Analytics. Their end-to-end solutions range from strategy development to implementation and management. Notable services include customer master data management solutions, strategic advisory and implementation services for technology operations, and a third-party risk management function developed for a Fortune 50 financial services institution.
Industry Focus
Reference Point specializes in the financial services sector, providing tailored solutions for Capital Markets, Wealth & Asset Management, Retail & Consumer Banking, Insurance, Housing Finance, and Payments. The company's expertise spans these verticals, addressing industry-specific challenges and opportunities.
Offices
Reference Point has offices strategically located in New York, Washington, D.C., and Charlotte. These offices enable the company to serve clients effectively across various regions, ensuring accessibility and responsiveness to client needs.
Expert Network
Reference Point's Expert Network comprises former Chief Executive, Operating, Information, Data, Strategy, and Technology Officers, providing clients with unparalleled insights and advisory. This unique consulting model pairs senior industry practitioners with accomplished consultants, ensuring that clients receive both strategic and practical guidance.