We help clients transform data into an enterprise asset by making information readily available at the fingertips of the decision maker.


Empowering Data and Analytics Requires Strategy, Management and Governance

Financial services leaders recognize that data, in both quantity and variety, is growing at an exponential rate. As a result, there has been a corresponding growth in data-driven decision making across the industry. The use of data and analytics to make decisions is no longer a differentiator—it’s required for organizations to keep pace with market competition. 

Across the industry, leaders are quickly acquiring and implementing advanced analytics capabilities to influence business decisions, manage risk and improve performance. To keep pace with their competitors, firms must quickly move from simply investing in data practices to leveraging analytics to create business value. 

In order to develop and further mature data practices, financial institutions must have commitment from leadership, the right resources, appropriate data governance, analytical mindsets and organization alignment.

What We Do

Reference Point offers a full suite of data services, including strategy, management and governance, information transparency and decision analytics.

How We Do It

Our Engagement Partners and Directors are former CIOs, CDOs, IT leads and data stewards from some of the largest financial institutions; they have direct experience leading data transformations for financial services firms. We pair these former executives with experienced consultants to deliver unmatched service quality and value on each engagement.

Why It Matters

We leverage our data expertise and hands-on experience to deliver tailored solutions for our clients. Our solutions help clients transform their data practices from information transparency to advanced data science so that they can compete with leaders across the industry.

Data Services

Over the past few years, we have helped financial services clients develop data strategies, improve data management and leverage enterprise data for operational intelligence.

A sample of the services and solutions we offer across Data include:

  • Enterprise Data Strategy
  • Data Management Capability Assessment
  • Data Management & Governance
  • Data Quality
  • Data Lineage
  • Data Architecture
  • Business Intelligence & Management Reporting
  • Decision Analytics
  • Artificial Intelligence Strategy

Case Studies

End-to-End Services, Working Together.

Strategy. Risk. Data. Technology. Reference Point evaluates critical elements all together to build cohesive, lasting value for financial services clients.

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