Data
Data Governance Maturity Progression
Enhanced Compliance with Industry Data Management Standards for Fortune 50 Financial Services Institution
The Client’s capital markets division was tasked with a variety of initiatives to help mature its data management program based on newly published enterprise and regulatory requirements. The Client sought data management expertise to help drive recertification of mission critical data elements (MCDEs), expand data quality metrics reporting capabilities, and increase coverage of data sharing agreements. Reference Point deployed a team of data management experts focused on bringing right-sized data management and governance solutions to the client’s capital markets division.
End-to-End IT Organization Strategic Assessment
Improved End-to-End Application Development Through Investment Prioritization
DataData Strategy & Data Office Operating Model Development
Establish Framework to Promote Cross-Organization Data Governance
StrategySoftware Capitalization Strategic Assessment
Enhanced Asset Tracking Capabilities through Process Automation
Sample Case Studies
Treasury & Payments Technology Modernization
Strategy Technology Automated Cash Reporting via Streamlined Bank Connectivity for Large U.S. Bank and Retail Brokerage
Data Management Capability Assessment Model
Data Data Management Maturity Benchmarking Against Industry Peers for U.S. Bank Cooperative
Performance Mining - Sustainable Cost Reduction Opportunity Review
Strategy Implementation of Sustainable Expense Reduction Opportunities for Global Investment Management & Life Insurance Company
Chief Revenue Office Target Operating Model & Career Path Framework Development
Strategy Legacy Organization Integration, Transformation & Optimization for Large US Bank: US Public Equity Business
Treasury Reporting Data Acquisition Current State Assessment & Gap Analysis
Risk Data Targeted Insights to Enhance Liquidity Reporting Processes for Fortune 500 Financial Institution
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.