Strategy
US Public Stock Plan Service Delivery Transformation
Harmonize Operating Models to Realize Integration Synergies for Large US Bank: Head of US Stock Plan Business
The Client underwent a series of acquisitions related to its Stock Plan Administration business, resulting in the need to harmonize operating models and ultimately shift to a singular integrated organization. Prior to this acquisition, the Client previously acquired another company and core functions / processes were not yet fully integrated, broadening the scope of the effort to integrating 3 distinct Stock Plan Administration operating models. Reference Point drove key post-merger integration efforts, including process evaluation and harmonization, analysis of the macro end-to-end value chain, and transformation of transaction remediation, year-end tax activities, and money movement processes.
Enterprise Data Management Office & Strategy Definition
Enterprise Data Governance Strategy and Operating Model
StrategyTreasury & Payments Technology Modernization
Automated Cash Reporting via Streamlined Bank Connectivity
DataData Management Capability Assessment Model
Data Management Maturity Benchmarking Against Industry Peers
Sample Case Studies
Model Governance Strategy Definition & Implementation
Data Enable Sufficient Data Quality & Data Movement Controls for Fortune 50 Financial Services Institution
Enterprise Report Rationalization​
Data Technology Optimized Enterprise Reporting Capabilities for U.S. Bank Cooperative
Corporate Data Warehouse Disaster Recovery Exercise
Risk Technology Corporate Data Warehouse Business Resiliency Exercise for Fortune 50 Financial Institution
Cross-Division Regulatory Response Enablement
Risk Data Implementation of a Regulatory Response Enablement Tool for Large U.S. Bank - Wealth Management Technology
Debit Card Migration Advisory & Support
Strategy Technology Cross-Workstream Planning, Development & Execution Support for Large North American Bank - Payments Division
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.