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.


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.


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

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