Reference Point celebrates 20 years of service to the financial services industry

Twenty years later, Reference Point continues to disrupt the consulting industry with dynamic, expert-led services that redefine what consulting engagements look like and our offering has grown significantly.

Today, executives turn to RP for subject matter expertise applied to all facets of financial services with a strong focus on Capital markets, Wealth and investment management, Retail & Consumer Banking, Payments, Housing Finance, Financial and treasury services and Insurance. And the company’s strategic and interdependent offerings are broadly divided into four service lines: Strategy, Digital & Technology, Data & Analytics, and Risk & Regulatory Compliance.

Reference Point’s momentum is driven by a passionate team united by their inclusiveness, enthusiasm and creativity. That’s why many of the world’s largest banks and financial institutions have recognized the strength of the business and have entrusted their business to RP for years.

“What makes RP truly special is our dedication – not just to what we do, but to how we do it. This means that everything we do is rooted in our values ​​- humility, drive and integrity. “, Goeden said. “This helps to ensure that we always go above and beyond for each other and our customers. On behalf of all of the leaders and our founders, I would like to thank our dedicated employees and customers who have entrusted us over the years to help chart their course for the future!”

Celebrate Success

The RP team celebrated its 20th anniversarye Anniversary with the opening of a new, larger New York office at One Chase Manhattan Plaza. During the ceremony, Founding Partner Chuck Rhinehart Noted:

“As someone who has been there since the beginning, it is incredibly rewarding to see the progress Reference Point has made and how far the company has come. On behalf of all of our founding partners, we are very proud of the team. Congratulations on 20 years. We can’t wait to see where the management team continues to take things.”


Reference Point is a strategy, management and technology consulting firm focused on delivering impactful solutions for the financial services industry. We combine proven track record and hands-on experience in a unique consulting model to deliver superior quality and superior value to clients. Our engagements are led by former industry leaders, supported by top consultants. We partner with our clients to assess challenges and opportunities, create practical strategies and implement new solutions to create measurable value for them and their organizations.

Amy Banek,
(860) 985-8901,
[email protected]

SOURCE Reference point