Our corporate vision and culture is shaped by
diverse perspectives & deep industry knowledge

 

Our Story

where we began

Reference Point was established in 2002 by former banking executives looking to help clients manage complex operational changes.

where we are now

More recently, we've expanded our servicing offerings, grown our team and refined our focus to the financial services industry. 

where we're going

We're excited to capitalize on this growth and continue to build a leading professional services firm of top industry talent.


Our Approach

INTEGRATED EXPERIENCE

We pair former industry executives with experienced consultants to create small yet effective teams. This approach allows us to provide the knowledge necessary to create tailored solutions for our clients.

 
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INDUSTRY EXPERTISE

Our Subject Matter Experts bring years of expertise across the financial services industry to drive informed change. 

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UNIQUE TEAM BACKGROUNDS

Our consultants come from a variety of professional backgrounds, which creates an innovative and collaborative environment. 


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Our Values

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HUMILiTY

We work to understand each challenge within the context of a client’s mission and operating model. 

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DRIVE

 We embrace challenges and thrive under pressure to deliver quality solutions for complex projects.

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INTEGRITY

We believe that earning and maintaining the trust of our clients is essential to our joint success.