Industry Expertise
Financial Services
We help our Financial Services clients integrate acquisitions, improve customer satisfaction and enhance the efficiency of their customer service and technology operations.
Focus Areas
Post-merger integration
We support our clients’ efforts to integrate acquisitions, providing strategic insights as well as front-line proven execution capabilities.
Technology
Working side-by-side with our clients we lead the selection, implementation, and upgrade of core systems, as well as the launch of new financial products.
Operations
Based on our expertise in process improvements, we help clients improve the efficiency of both front and back-office operations while enhancing the overall customer experience.
Latest Insights
Use Your PMO to Drive Business Results
When positioned as business partners, rather than order takers, PMOs have the power to make big impact. Read More
Case Studies
Building a New Mobile Banking Channel
Point B helped BECU, one of the biggest credit unions in the nation, with a new mobile banking channel. Read More
Supporting Integration for One of the Financial Industry’s Largest Acquisitions
Merging the IT systems and infrastructure of financial institutions is a complex challenge. Read More
Bringing Out the Best in First Data
Learn how Point B helped First Data optimize processes within their solution consulting unit to bring more value to customers. Read More
