Partner, Technology & Data
Joseph Lai is a Partner at Reference Point and helps lead the firm's Technology & Data services. Joseph has over 20 years of experience in financial services and capital markets technology, from application development to running global programs and managing large development teams and business units. He also has extensive experience leading and growing small and large consulting organizations and has built strong partnerships with all levels of business, technology, and C-level management. Throughout his career, Joseph has helped these organizations define strategic objectives and build the businesses, engagement portfolios, and offerings to achieve them.
Joseph has a strong track record of building, attracting, developing, mentoring, and managing high performing teams globally. He has significant experience working with businesses to unite insight, creativity, and technology to accelerate and transform business for leading companies in financial services. He is focused on helping clients drive their Digital agendas across Applications and Infrastructure, Data, Analytics and AI, Modern Workplace, Business Applications (PaaS), and Innovation.
Prior to joining Reference Point, Joseph held senior leadership roles at Avanade (joint venture of Accenture and Microsoft) and Infusion, a global software engineering, design, and digital strategy firm focused on financial services. He has also led technology engagements in front office capital markets at Lehman Brothers, HSBC, Barclays Capital, Credit Suisse, and Citigroup
We understand complexity firsthand and have successfully navigated the challenges faced by global financial services firms. With our diverse skills and experience, we deliver innovative solutions while maximizing target performance and minimizing disruptions and risk.