Featured Insight
Beyond the Hype How to Create a Competitive Edge with AI
May 2024
Artificial Intelligence (AI) is transforming the financial sector, with investments expected to grow significantly, emphasizing its role in competitive differentiation. The success of AI projects hinges on understanding the complexities of costs, the importance of building reusable assets, and the strategic implementation of an AI assessment framework to maximize ROI. But this isn't always easy in financial services: given the regulatory challenges, firms must have effective strategies for responsible AI deployment.
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Headwinds in Wealth Management The Future of Financial Advice Depends on Organic Growth and a Paradigm Shift
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All Insights
Beyond the Hype How to Create a Competitive Edge with AI
May 2024
The State of Today: Uneven Distribution Prioritizing Pivotal AI Use Cases within Wealth Management
May 2024
The Payments Race Navigating Disruption in the Global Payments Landscape: Top 10 Trends for Financial Institutions to Watch
May 2023
Headwinds in Wealth Management The Future of Financial Advice Depends on Organic Growth and a Paradigm Shift
May 2023
Shaping the Appraisal Process with AI
April 2023
About Reference Point
Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry. We combine proven experience and practical experience in a unique consulting model to give clients superior quality and superior value. Our engagements are led by former industry executives, supported by top-tier consultants. We partner with our clients to assess challenges and opportunities, create practical strategies, and implement new solutions to drive measurable value for them and their organizations.