Financial Services
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Financial Services

Customer and competitor-driven disruptions are business-as-usual.

For the financial services industry, the accelerated pace of change demands a more flexible model to serve its customers. 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, we help  organizations of all sizes grow and innovate faster.

How We Help

Wealth Management & Retirement

At North Highland, experiences are our thing. We empower firms and advisors to grow their businesses through technology, people and processes.

Risk, Regulation & Compliance

We help financial services organizations embrace uncertainty by building internal capabilities around risk management, controls, and compliance to adapt faster, smarter and for greater returns.

Payments and FinTech

We help our clients with developing and executing strategies that allow them to exceed their customers’ expectations.


In this increasingly digital marketplace, we help organizations get beyond parity to create true differentiation that realize returns faster, and streamlines the customer experience.


We help firms in the Health, Life and Annuity, and Reinsurance sectors build capabilities for better quoting, underwriting, policy issuance, maintenance, and claims processing.

Latest Thinking

Financial Firms Lag in Customer Experience Success, Efficiency

In The News

The Future Is Horizontal: How Can Wealth Management Firms Compete On…

Beacon White Paper
White papers

The Future is Horizontal: Competing on Enhanced Experience and…


Financial Fraud Indicators Revealed in Common Data Collection


Driving Client Loyalty with Modern Data Methodology

Jill Jacques

Global Financial Services Lead

Jill Jacques has more than 18 years of experience in the financial services industry, in both the retail and institutional lines of business. She leads a diverse group of consultants, helping retail and institutional clients creatively solve the complex problems facing the financial services industry.

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 laser focused on ensuring that North Highland is focused on broadening and enhancing the services we provide to better meet the evolving needs of our clients and to respond to the rapidly changing business environment.

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