Strategy
Home Loans Organization & End-to-End Process Strategic Assessment
Increased Efficiency and Profitability Across the Loan Origination Lifecycle for Fortune 100 Financial Institution
After the mortgage industry experienced record-breaking growth in production, the Client sought to streamline their end-to-end mortgage processes with the hopes of doubling their application capacity and increasing both their client and Financial Advisor (FA) experiences. To increase capacity, the Client had to address a negative perception from the FA network that the mortgage process was unreliable and negatively impacted customer experience. In response, the Client put together a comprehensive strategic plan that hoped to address process improvements across each stage of the loan origination cycle. Given the complexity and magnitude of the strategic plan, the Client requested the support of Reference Point to review the plan’s effectiveness to ensure its solutions could meet their desired outcomes.
CISO Dashboard
Actionable Insights from Unified & Interactive InfoSec Environment Data
StrategyPost-Merger Investment Portfolio Migration
Investment Consolidation Coordination and Oversight
DataOperational Processing Orchestration and Automation
Improved Orchestration of Automated Data Processing Cycles
Sample Case Studies
Data Strategy & Data Office Operating Model Development
Data Establish Framework to Promote Cross-Organization Data Governance for U.S. Bank Cooperative
Enterprise Data Management Office & Strategy Definition
Data Enterprise Data Governance Strategy and Operating Model for Fortune 500 U.S. Bank
Data Management Capability Assessment Model
Data Data Management Maturity Benchmarking Against Industry Peers for U.S. Bank Cooperative
Treasury Reporting Data Acquisition Current State Assessment & Gap Analysis
Risk Data Targeted Insights to Enhance Liquidity Reporting Processes for Fortune 500 Financial Institution
Model Governance Strategy Definition & Implementation
Data Enable Sufficient Data Quality & Data Movement Controls for Fortune 50 Financial Services Institution
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.