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
Payments Resiliency Program Stand-up & Application Development
Risk Technology Enhanced Business Resiliency through Focused Technology Transformation for Fortune 50 Financial Services Institution
Post-Merger NSFR/5G Regulatory Reporting
Strategy Risk Data Expertise & Support in Achieving Compliance with Basel III NSFR Requirements for Large US Bank: Corporate Technology
Project Management Risk Intelligence & Analytics Platform
Risk Data Design and Implementation of Reporting & Analytics Platform for Fortune 500 Financial Institution
Technology Risk Demand Program Stand-up & Management
Risk Technology Operating Structure to Handle Post-Merger Technology Risk Demands for Large U.S. Bank - Wealth Management Technology
Visualizing Technology Risk Demand Portfolio Post-Merger Integration
Risk Data Enhanced Analytics & Reporting of Risk Demand Portfolio for Large U.S. Bank - Wealth Management Technology
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.