Featured Insight
Pre-Integration Planning Lessons Learned, Best Practices and Frameworks for an M&A Implementation
April 2025
Navigating the complex landscape of mergers and acquisitions (M&A) is a daunting challenge for any organization. While M&A presents opportunities for growth and synergies, a significant portion of these corporate endeavors fail to reach their projected outcomes. Three challenges to success manifest in various forms, including cultural misalignment, ineffective communication and poor execution - such as delays in decision-making, lack of coordination across workstreams, insufficient attention to workforce integration, and ineffective execution strategies. As Benjamin Franklin famously said, “By failing to prepare, you are preparing to fail."
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Headwinds in Wealth Management The Future of Financial Advice Depends on Organic Growth and a Paradigm Shift
May 2023
Shaping the Appraisal Process with AI
April 2023
Establishing a First-Line Risk Driven Culture To Improve Your Risk
December 2022
Turn Up the Dial on Agile Implementation by Avoiding These Pitfalls
October 2022
Pulling back the curtain on mortgage technology: A behind the scenes look at how transformation is impacting the industry
August 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.