We help clients successfully align technology operations with business objectives so that their orgnanizations can evolve with innovation.


Why Technology Transformation Requires Organizational Agility

In a dynamic and disruptive marketplace, with competition increasing and customer expectations changing, it is critical that technology organizations are structured to meet business expectations and new demands. Technology is no longer just a support function but is now recognized as a major player in a company’s success.

While technology presents infinite opportunities for operational improvements, many financial institutions still struggle with legacy technology, fragmented systems and data, security threats and the ever-changing regulatory environment. Financial services leaders must continue to navigate these challenges as they invest in new technologies, such as AI, Machine Learning, Blockchain and IoT. 

To balance these needs, financial institutions must have an IT strategy and framework to adopt these new technologies and establish a lean organization that can meet business demands and continuously evolve with future digital innovations.

What We Do

Reference Point offers a comprehensive set of strategy, advisory and implementation services for technology operations.

How We Do It

Our Engagement Partners and Directors are former CIOs, CTOs and IT leaders from some of the largest financial institutions; they have direct experience leading organizations through IT transformations and understand how to navigate complex organizational landscapes. We pair these former executives with experienced consultants to deliver unmatched service quality and value on each engagement.

Why It Matters

We leverage our proven methodologies, domain expertise and hands-on experience to help clients assess their current IT operations. In addition to providing our clients with fully traceable findings and recommendations, we offer business requirement, testing and program delivery services to ensure success through implementation.

Technology Services

We have a proven track record of helping financial services clients assess their IT organizations, define target state technology, implement IT governance standards and develop business requirements.

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

  • IT Strategy
  • IT Organizational Assessment & Governance
  • Enterprise Architecture
  • Portfolio, Program & Project Management
  • Customer Experience & Design Thinking
  • Business Requirements & User Experience
  • Agile Transformation & DevOps
  • Test Strategy & Execution
  • RFI/RFP Definition & Vendor Analysis
  • Advanced Technologies Adoption

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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