Featured Insight
Turn Up the Dial on Agile Implementation by Avoiding These Pitfalls
October 2022
Leading an Agile transition may be one of the most challenging, but essential tasks organizations can
take on to ensure it will thrive in today’s fast-paced environment.
As Financial Services firms continue to digitally transform their business, process, and technology, leveraging “Agile” methodology to deliver on outcomes has become a norm, if not, a default approach. In fact, almost three-quarters (71%)
of organizations report using Agile approaches sometimes, often, or always according to the
Project Management Institute.
When done correctly, an Agile methodology through its iterative planning nature and feedback loop, allows teams to continuously align the delivered business needs with desired business outcomes.
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A conversation with Technology and Cloud Expert, Shamla Naidoo The Importance of Cloud Adoption for Financial Services Firms: The Benefits, Challenges and Considerations
May 2022
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All Insights
Mortgage Servicing Rights - The Good, the Bad, and the Ugly
June 2022
A conversation with Technology and Cloud Expert, Shamla Naidoo The Importance of Cloud Adoption for Financial Services Firms: The Benefits, Challenges and Considerations
May 2022
The Sport of Mortgage Banking The Power of the Playbook
May 2022
Elements of an Effective Corporate Governance Program Strengthen Your Organization with A Renewed Focus on Corporate Governance
May 2022
Disruptor or Disrupted – Critical Considerations in Today’s Market
April 2022
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.