Our functional expertise, proprietary methodologies and industry experience enable business leaders to successfully drive strategic transformations across their organizations.


The Importance of Embracing Change with Business Strategy

The financial services industry continuously innovates and faces countless disruptors in data and analytics, risk and regulation and digital technology. Organizations that maintain an ineffective or irrelevant strategy can quickly become victims of this change. An effective business strategy allows organizations to transform disruptors into a competitive advantage.

Advancements in analytics and emerging technologies enable financial institutions to restructure operating models, automate processes and streamline operations more quickly than ever. At the same time, emerging risks and new regulations prompt financial institutions to evaluate exposures, operating procedures and controls. 

To properly leverage these advancements or react to new parameters, financial services leaders must understand their current state operations, define target state goals and work to bridge the gap—all with the appropriate governance and change management in place. A comprehensive business strategy allows leaders to adapt with the changing business landscape and optimize performance.

What We Do

We believe that an independent lens, supported by functional expertise and industry experience, can provide financial services leaders with a different viewpoint and fuel innovation during the strategic planning process.

How We Do It

Our Engagement Partners are former industry executives who have held top roles at global financial institutions. They understand business strategy and challenges that executives face when making decisions and managing a P&L in a complex, everchanging environment. We pair these former executives with experienced consultants to deliver unmatched service quality and value on each engagement.

Why It Matters

This unique model enables us to quickly assess an organization, bring a depth of knowledge and trust to key stakeholder interactions, and provide meaningful recommendations for organizational improvements. We also bring implementation experience to support our clients from strategy through execution.

Strategy Services

Our solutions have allowed clients to benchmark current state operations, prioritize investments and drive strategic transformations.

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

  • Target Operating Model Definition
  • Current State Capabilities Assessment
  • Gap Analysis & Implementation Roadmap
  • Organizational Change Management
  • Strategic Planning & Transformation
  • Business Process Optimization
  • Post-Merger Integration
  • Operational Due Diligence
  • Performance Mining℠
  • Organizational Agility

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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