Strategy
Home Loans Strategic Review Assessment
Boosting efficiency and profitability for Fortune 100 Financial Institution
After the mortgage industry experienced record-breaking growth in production, the Client sought to streamline their end-to-end mortgage processes with the hopes of doubling their application capacity and increasing both their client and Financial Advisor (FA) experiences. In order to increase capacity, the Client had to address a negative perception from the FA network that the mortgage process was unreliable and negatively impacted customer experience. In response, the Client put together a comprehensive strategic plan that hoped to address process improvements across each stage of the loan origination cycle. Given the complexity and magnitude of the strategic plan, the Client requested the support of Reference Point to review the plan’s effectiveness to ensure its solutions could meet their desired outcomes.
Design & Implement Operating Model to Achieve Optimal Merger Integration
Merger Integration Program Office
TechnologyLeverage Quantitative Decision-Making to Evaluate Integration Readiness
Integration Architecture Capabilities
RiskLeverage Enterprise Data for Operational Intelligence & Analytics
Operational Intelligence Platform
Sample Case Studies
Manage Data Assets with the Right Enterprise Strategy and Oversight
Data Data Management Framework for US Farm Credit Bank
Assess Enterprise Impacts & Drive Key Findings to Closure
Risk Data Data Management Issue Remediation for Fortune 50 Financial Institution
Establish Framework to Promote Cross-Organization Data Governance
Strategy Data Data Strategy & Data Office Operating Model for U.S. Bank Cooperative
Govern Enterprise Data with the Right Operating Model and Strategy
Strategy Data Enterprise Data Strategy for Fortune 500 U.S. Bank
Develop a Multi-Year Roadmap to Improve Data Management Capabilities
Data Data Management Assessment and Tool Selection for U.S. Bank Cooperative
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.