About Reference Point

Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry. We combine proven experience and practical experience in a unique consulting model to give clients superior quality and superior value. Our engagements are led by former industry executives, supported by top-tier consultants. We partner with our clients to assess challenges and opportunities, create practical strategies, and implement new solutions to drive measurable value for them and their organizations.

Press Releases

Meet Reference Point's Newest Leader: Ed Tracy

RP's Unique Expert Network and Experienced Consultants Continue to Disrupt the Consulting Industry Reference Point Celebrates 20 Years of Service to the Financial Services Industry

The power of RP’s Expert Network and Experienced Consultants Offers Unmatched Expertise to Help Clients Navigate Today’s Market Reference Point Names Vicki Bott to Lead Housing Finance Offering

Global industry experts Luke Barnett and Joseph Lai to help broaden and deepen end-to-end strategic consulting services for financial institutions Reference Point Announces Two New Partner Appointments in Its Technology and Data Services Practice

Naidoo will provide Reference Point with strategic advice and thought leadership on driving innovation while also protecting data assets as the firm expands its information security, technology, and data services Ex-IBM Global Chief Information Security Officer Shamla Naidoo Joins Reference Point Advisory Board

Mr. Coen will provide Reference Point clients with unique insights and expertise through an expansion of the firm's global Risk and Regulatory Compliance services William Coen, former Secretary General of the Basel Committee on Banking Supervision, joins Reference Point as Vice Chair

Consulting Firm in Financial Services Strengthens Advisory Board with Another Industry Leader Former Citi Executive Hollis W. Hart Joins Reference Point as an Advisory Board Member

Reference Point Grows Advisory Board with Another Industry Leader Mark Linsz Is The Next Joiner for New Type of Consulting in Financial Services

Reference Point Launches Advisory Board with Senior Industry Leader Truett Tate To Help Accelerate Growth for New Type of Consulting in Financial Services

In The News

Media Inquiries

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