Financial services
Eastern Point is an independent advisory firm serving financial services. We help leadership set direction, deliver complex change, and adopt AI with the oversight boards and regulators expect, from decision to delivery.
We hold no vendor relationships and sell no software. Our advice answers only to your outcome.
The people you meet are the people who do the work, through decision, delivery, and review.
We design strategies, programs, and controls your own people can run. Dependency is not a deliverable.
Three practices, engaged separately or as one arc: senior-led, fixed in scope, in 90-day rhythms.
We help financial services leaders set direction: where to invest, what to modernize, and how AI fits the business.
We lead complex change from decision to results. Programs stay aligned to the outcomes that justified them.
We help institutions adopt AI with the oversight regulators and boards expect, with controls designed in from the start.
A selection from two decades of work in financial services.
Developing novel AI capabilities for the finance industry: model training and evaluation for financial-services applications.
Post-merger integration: application rationalization and data-center consolidation across the combined technology estate.
Regulatory remediation under an OCC consent order, from requirements through delivery across originations and servicing.
Digital experience and operating-model redesign spanning twenty countries and seven languages.
A firm built for the work, not the org chart.
Eastern Point brings two decades of experience advising and leading transformation inside financial institutions: commercial and retail lending, mortgage, wealth, and capital markets. The firm's work has included consent-order remediations, post-merger integrations at one of the country's largest banks, and platform modernizations at regional and global institutions.
That guidance is grounded in hands-on work with modern AI systems, including large-language-model training and evaluation. Eastern Point is not a model shop, but we know what these systems can and cannot be trusted to do, because we have built and measured them ourselves.
The firm is headquartered in Washington, DC, and serves institutions nationwide.
On AI, governance, and change in financial services. Published here and on LinkedIn.
Being ready for review in the principles-based era.
Jul 6, 2026The architecture questions to answer before any build.
Jul 5, 2026How to choose before the spend, not after.
Jul 4, 2026Contact
Tell us where AI, or a program that isn't moving, sits on your agenda. You'll get a considered view of the path, and a straight answer about whether we're the right firm to help.
Get in touchor write directly: hello@easternpointsolutions.com