We provide top-tier talent and comprehensive solutions to help financial services companies capitalize on industry changes and improve business performance.

 

Our Story

where we began

Reference Point was established in 2002 by former banking executives looking to help clients manage complex operational challenges and changes.

where we are

More recently, we've grown our team and expanded our service offerings to deliver comprehensive solutions for financial services firms.

where we're going

We're excited to capitalize on this growth and continue to build a leading professional services firm of top industry talent.

 

 

Our Values

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HUMILiTY

We work to understand each challenge within the context of a client’s mission and operating model. Rather than imposing pre-defined solutions, we develop client-tailored solutions informed by our experience and expertise.

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DRIVE

We embrace challenges and thrive under pressure to continually deliver high-quality solutions for complex projects. Our leadership and consultants are highly motivated team players who are passionate about the work we perform.

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INTEGRITY

We believe that earning and maintaining the trust of our clients is essential to our joint success. To ensure continued success and client satisfaction, we are upfront and honest about our work ethic and project delivery throughout each engagement.

 

 

Our leadership Team

We pair senior industry practitioners and accomplished consultants to give clients unmatched service quality and value.

Our Management Team

Our Management Team draws on decades of experience to lead Reference Point.

sample bios: Engagement partners and Directors

Our engagements are led and supported by former financial services senior executives with extensive experience and subject matter expertise as former operators. Our project delivery teams are directed by former industry practitioners and seasoned consultants that bring decades of experience delivering successfully on client engagements across the industry.

Meet a sample of the talented executives, engagement leads and directors who drive and support various client engagements…