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
Target State Application & Data Architecture
Data Technology Identify Unforeseen Risks with Application Cloud Migration for Fortune 50 Financial Services Institution
Enterprise Architecture Operating Model
Strategy Technology Enterprise Architecture Taxonomy & Operating Model for U.S. Bank Cooperative
Human Resources Digital Platform Transformation Strategy
Strategy Technology Digital HR Platform Enhancement Recommendations for Global Insurance Organization
Identity & Access Management Services Adoption Program Roll-Out
Strategy Technology Roll-Out and Adoption of New IAM & PAM Services for Fortune 200 Financial Services 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
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.