Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.

Consulting

Reference Point

Reference Point's headquarters in McLean, VA, United States

This department oversees strategic direction and management operations within the organization.

Leadership

The Strategy and Consulting Team at Reference Point specializes in developing tailored strategic solutions for clients within the financial services sector. This team, comprising experienced professionals, works collaboratively to assess market trends, analyze operational efficiencies, and implement innovative technology strategies, particularly in housing finance and wealth management. Their goal is to drive impactful transformations that enhance client performance and competitiveness in the industry.

Strategy and Consulting Team

This department provides expert guidance and strategic advice to organizations across various sectors.

Consulting Services

The Finance and Operations Team at Reference Point plays a critical role in ensuring the efficient management of financial resources and operational processes. They oversee budgeting, financial reporting, and strategic planning while supporting internal initiatives and optimizing operational workflows. This team collaborates closely with other departments to align financial strategies with the firm's goals, driving sustainable growth and enhancing overall performance in the financial services sector.

Finance and Operations Team

This department focuses on overseeing and coordinating various organizational activities and functions.

Management

This department focuses on overseeing client engagements and ensuring successful project delivery.

Engagement Management

This department focuses on leveraging technology and data to enhance organizational performance and strategy.

People (2)

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Other teams

Strategy and Consulting Team

Consulting Services

Finance and Operations Team

Management

Engagement Management

Technology and Data