Industry Expertise

Financial Services

Point B helps our Financial Services clients integrate acquisitions, improve customer satisfaction, and enhance the efficiency of their customer service and technology operations. We bring deep industry knowledge, independent thinking, and a wealth of hands-on experience to diverse organizations in the financial services industry. Drawing on our firm’s collective wisdom and years of successfully executing strategies for our clients, we assess business conditions and industry trends within the unique context of each client’s culture, current situation, opportunities and strategic goals. We take a pragmatic approach that provides organizations with the unbiased perspective to fully realize their opportunities.

Focus Areas

Post-merger integration

We support our clients’ efforts to integrate acquisitions, providing strategic insights as well as proven front-line execution.


Working alongside our clients we lead the selection, implementation and upgrade of core systems, as well as the launch of new financial products. 


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. 

Read more about Point B's Financial Services.

Latest Insights

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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

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