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:

  • Digital Transformation
  • Technology Strategy
  • Architecture
  • Application Portfolio Rationalization
  • Cloud Adoption
  • Information & Cyber Security
  • Process Automation
  • Technology Infrastructure
  • Technology Operational Optimization
  • Technology Innovation

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.

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