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
End-to-End IT Organization Strategic Assessment
Strategy Technology Improved End-to-End Application Development Through Investment Prioritization for Fortune 500 U.S. Bank & Retail Brokerage.
Software Capitalization Strategic Assessment
Strategy Technology Enhanced Asset Tracking Capabilities through Process Automation for Large U.S. Retail Brokerage
End-to-End Payments Process Transformation Strategy
Strategy Technology Payments Technology Modernization and Process-Focused Vendor Selection for Fortune 50 Financial Institution
Treasury & Payments Technology Modernization
Strategy Technology Automated Cash Reporting via Streamlined Bank Connectivity for Large U.S. Bank and Retail Brokerage
Enterprise Report Rationalization
Data Technology Optimized Enterprise Reporting Capabilities 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.