Data
Manage Data Assets with the Right Enterprise Strategy and Oversight
Data Management Framework for US Farm Credit Bank
The Client’s senior leadership sought to establish a framework that addressed outstanding data issues and prevented future data challenges. Reference Point focused on the development of an enterprise data management strategy and data governance policy as well as the formation of an implementation roadmap to stand up a Data Management Office to execute upon the data strategy.
Benchmark Data Management Maturity Against Industry Peers
Data Management Capability Assessment Model
StrategyHarmonize Operating Models to Realize Integration Synergies
Stock Plan Service Delivery Transformation
TechnologyEnsure Timely Systems & Data Integration with Key Milestone Dates
Post-Merger HR Systems Integration
Sample Case Studies
Conform to Basel III NSFR Requirements
Technology Post-Merger Regulatory Reporting Compliance for Global Financial Institution
Consolidate Investments onto Single Platform for Operational Efficiencies
Technology Post-Merger Investment Portfolio Migration for Fortune 500 US Bank
Design & Implement Strategic Program for App Retirement & Consolidation
Technology Merger Integration Application Decommissioning for Fortune 500 US Bank
Ensure Tight Access Controls During Interim Integration Progression
Technology Post-Merger Intercompany Application Access Management for Fortune 500 US Bank
Identify & Manage Critical Initiatives for Legal Entity Consolidation
Strategy Banking Integration Strategic Program Management for Large US Bank

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.