Financial Services


It’s not going away. It’s not losing speed. Its impact is not diminishing. For the financial services industry, customer-and competitor-driven disruption, coupled with an accelerated pace of change and working in a more matrixed environment are now business-as-usual.

It’s time to stop simply meeting the industry status. North Highland partners with financial services and management organizations, including 20 of the top 25 global financial institutions, to help them convert disruption and regulation into growth opportunities. Through proactive risk management, innovative process improvement, and customer and employee experiences that differentiate, North Highland helps financial services organizations of all sizes grow and innovate in an uncertain market.

How we help

Wealth Management & Retirement

Today, it’s less about the products you offer and more about the experiences you provide. The need to differentiate through authentic, value-rich customer experiences - when and where customers want them – is greater than ever. At North Highland, experiences are our thing. We empower firms and advisors to grow their businesses – through digital/tech, their people and their processes.

Risk, Regulation & Compliance

The objective is not to avoid risk and regulation; it is to strategically build a culture that is resilient and transformation-ready to thrive in a state of near-constant change. North Highland helps financial services organizations embrace uncertainty by building internal capabilities around risk management, controls, and compliance to adapt faster, smarter and for greater returns. We help firms go beyond “check-the-box” compliance and risk efforts; we help them capitalize on them.

Payments and FinTech

Whether a consumer or a business, customers are demanding seamless financial transactions and experiences, and a new generation of FinTech providers are eager to provide them. Many financial service providers and payment processors struggle to keep up with the pace of change. At North Highland, we help our clients with developing and executing strategies that allow them to exceed their customers’ expectations.


To meet rising consumer and business banking demands for ease and integration, financial services organizations are having to redefine who they are. It’s not enough to be bankers anymore: Financial Services organizations must be sophisticated technology experts, too. In this increasingly digital marketplace, North Highland helps organizations get beyond parity to create true differentiation with next-generation capabilities. From planning and strategy to design and implementation, our work helps financial services organizations align and mobilize holistically to realize returns faster with a high-value, streamlined customer experience.


No other sector of the industry is currently undergoing disruption and digital transformation on the same scale as the Insurance market. Given where some companies are starting from and the environment in which they operate, the road to doing business differently and digitally transforming can be very challenging. At North Highland, we help firms in the Health, Life and Annuity, and Reinsurance sectors build capabilities for better quoting, underwriting, policy issuance, maintenance, and claims processing.

                                    Our Leaders

Jill Jacques

Global Financial Services Lead Executive Team
Jill is the Global Financial Services Lead with 19+ years of experience in consulting and industry leadership positions. Jill consults on front-, middle- and back-office strategies, with an emphasis on client experience and advisor/employee adoption. She leads the Financial Services Advisory team and is a thought leader in shaping the industry's response to the new standard of care through her contributions to various publications.

Charles Vivian

Managing Director Firm Leadership
Charles serves as Managing Director, enhancing the firm's client strategy and activities. With more than 20 years of experience and based in London, Charles is focused on ensuring that the firm continues to broaden and enhance the services we provide to better meet the evolving needs of our clients and to respond to the rapidly changing business environment. He has a background in starting and building businesses both as a consultant and as a founder and CEO.

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