Data
Customer Master Data Management Solution Development
Customer MDM Vendor Selection & Solution Architecture for Mid-Size Financial Services Firm
The Client had customer data residing across multiple systems, with no definitive system of record for customer data across the enterprise. Customer information was stored in non-standardized formats and represented by duplicative or incomplete records in each system. As a result, the Client faced challenges when attempting to service customers consistently across the entire customer lifecycle or conduct holistic customer analyses. The Client wanted to gain more trust in the integrity of their customer data and improve customer experience by enhancing customer analytics capabilities. The Client requested help from Reference Point in the development of a customer master data management (MDM) and reference data management solution to create an accurate, timely, 360 degree view of the customer across the enterprise. The Reference Point team set a customer MDM strategy for the Client and helped to identify and implement a best-fit customer MDM platform to address their enterprise data issues.
Data Governance Issue Remediation & Divisional Program Roll-out
Data Management Strategic Assessment & Key Findings Resolution
DataData Governance Maturity Progression
Enhanced Compliance with Industry Data Management Standards
StrategyUS Public Stock Plan Service Delivery Transformation
Harmonize Operating Models to Realize Integration Synergies
Sample Case Studies
Data Governance Issue Remediation & Divisional Program Roll-out
Data Data Management Strategic Assessment & Key Findings Resolution for U.S Mortgage Lender
Data Governance Maturity Progression
Data Enhanced Compliance with Industry Data Management Standards for Fortune 50 Financial Services Institution
US Public Stock Plan Service Delivery Transformation
Strategy Harmonize Operating Models to Realize Integration Synergies for Large US Bank: Head of US Stock Plan Business
Business Architecture Target Operating Model
Strategy Business Architecture Framework & Target Operating Model for U.S. Bank Cooperative
CISO Dashboard
Risk Data Technology Actionable Insights from Unified & Interactive InfoSec Environment Data for U.S. Bank Cooperative
End-to-End Services, Working Together
We approach every engagement with our client in mind—creating solutions that are tailored to fit the task at hand. Our interrelated services offerings address a wide range of client needs. Whether a company is looking to solve a problem or capitalize on an opportunity, we can help them to achieve and exceed their goals—effectively and efficiently.