How We Help
You’ll get the expertise you need to capture consumers’ confidence and loyalty while staying ahead of economic, regulatory, and industry changes.
Financial Services
Driving Financial Impact
Innovating to Maintain Security and Stability in Uncertain Times
Discover how your commitment to service, stability, and compliance can give you a strong foundation and a competitive edge in the face of disruption. By adapting to leverage consumer-centric technology, modernize operations, and stay ahead of shifting regulatory standards, you can activate the full potential of your organization and your people.
Creating value at the intersection of business and technical agility, fresh perspectives, and efficient execution
We see across industries, bringing together strategies that help financial services and insurance leaders transform by increasing speed to market, meeting consumers' expectations for secure, fully accessible products, smoothing regulatory transitions, and satisfying client demands.
Explore the pathways that deeper connections create
Zameer Baber, Vice President, Growth Transformation
6 Ways Financial Services Firms Can Mitigate Risk in the Cloud
Digital & Tech Transformation
How a Global Shared Services Strategy Saved $20 Million
Steve Kane, Director, Growth & Offerings
Saving $10.4M+ with a Modern Marketing Approach
Data & Analytics
Case Studies
Explore how Point B experts help leaders in the financial services and insurance sectors put people at the center of technological shifts in order to drive meaningful change.
Technology
Building Resilient Cybersecurity
Data breaches come with loss of consumer trust, regulatory fines, and costly new controls. Creating a resilient cybersecurity strategy calls for proactively identifying vulnerabilities as well as having effective, evolving processes to address them — requiring an interdepartmental approach.
When a large financial services firm needed help with a disorganized set of cybersecurity projects, we partnered to create and implement a project management framework that turned things around. Learn why your company's objectives and key results should cascade into specific cybersecurity objectives and how you can use our flexible, 6-step approach to assess your own organizational needs.
Insights
Browse strategic advice from our industry leaders designed to help complex financial services and insurance organizations accelerate meaningful change.
