Our financial services clients look to Point B to thrive now and in the future. Our experienced consultants bring broad industry knowledge and work alongside our clients to translate business objectives and strategies into sustainable results.

Our Expertise

Information & Data Security

Information security is top of mind for most CIOs in the Financial Services industry. Point B offers a comprehensive set of information and data security services that help information security and risk management teams ensure they are making the necessary investments to safeguard their operations and information, while getting the most value out of each dollar spent on security.  Read more

Mergers & Acquisitions

Point B combines deep industry expertise with mergers and acquisitions execution skills to help our clients conduct effective diligence processes, prepare for critical close and Day 1 activities and develop and implement a "first 100 days" plan together with a post-merger integration road map.  Read more

Process & Performance Improvement

Point B’s Operational Process Improvement practice helps clients solve complex strategic and operational problems from diagnosis through implementation. We are uniquely qualified to help organizations achieve and sustain operational excellence and competitive advantage across their entire value chain.  Read more

Industry Regulatory Compliance

The regulatory landscape is always changing. Superior program leadership capabilities enable an organization to either get ahead of the changes or respond in a more nimble manner than competitors. While many firms just meet the deadline, we help our clients think ahead to understand impacts so they’re better positioned to meet mandated timelines and plan for what comes next.

Risk Management

Point B delivers a proven, repeatable risk assessment process that gives you a holistic view of your organization’s most critical challenges to managing risks while sustaining growth. We provide pragmatic, effective recommendations to mitigate those risks. Leveraging our deep expertise in the financial services industry we combine our expertise in strategy, project management, risk management and operations to generate relevant, executable recommendations for mitigating the risks that will slow or stop progress.  Read more

Technology Innovation

Point B offers a diverse array of IT Advisory Services to help IT leaders create focus, identify areas for improvement, and successfully develop and execute plans to increase effective use of technology. Our agnostic approach to technology ensures that we always have our clients’ best interests in mind. We do not promote a one-size-fits-all approach; our independence and breadth of experience serving clients across numerous industries and roles allow us to consider a wide range of options to create the best outcome.  Read more

Innovative Financing for Energy and Resource Management

Today’s economic climate requires financial fitness and operating model scrutiny. Although ripe opportunities for natural resource productivity upgrades exist, capital expense projects face tough budgetary obstacles. Innovative financing methods have emerged to help organizations secure internal capital for high investment, quality environmental sustainability initiatives. Point B partners with financiers to implement innovative financing mechanisms that fit enterprise strategy, align with organizational culture, and facilitate cost recovery opportunities.

How We Help

Bringing Out the Best in First Data

Optimized processes within client's Solution Consulting, bringing more value to customers.

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Building a New Mobile Banking Channel

Helped large credit union with a new mobile banking channel.

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Insights & People

Agile Outside the IT Department

See how to move more quickly and gain deeper understanding of customers.

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Use Your PMO to Drive Business Results

Improve impact of your PMO by positioning it as a business partner.

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