Industry Focus Reference Point specializes in providing strategy, management, and technology consulting exclusively tailored for the financial services industry, making it an ideal partner for financial institutions seeking impactful and measurable solutions.
Leadership Expertise Recent high-profile hires of industry veterans such as William Coen and Vicki Bott highlight the firm's commitment to deepening expertise in risk management, housing finance, and banking regulation, presenting opportunities to introduce advanced consulting services.
Growth Potential With a revenue range of 100 to 250 million dollars and a dedicated team serving clients, Reference Point is positioned for expansion in targeted financial sectors, indicating a strong potential for bespoke consulting and technology solutions.
Technology Stack Utilizing advanced tools like Snowflake, Tableau, and Splunk, the firm is engaged in data-driven projects, presenting opportunities to offer complementary analytics, data management, and digital transformation services.
Strategic Opportunities Their focus on creating practical strategies and implementing solutions to drive measurable client value opens avenues for tailored solutions in financial risk, compliance, or operational optimization, aligning with current market trends towards digital and regulatory agility.