Financial services

Huron advises financial services firms to navigate through dynamic environments with a strategic blend of industry knowledge and cutting-edge solutions. We empower financial institutions to not only navigate challenges but to seize opportunities for growth and excellence.

How we help


Develop strategies that enable growth, embrace change, and promote innovation

Huron advises on new growth strategies, building strategic capabilities, and optimizing business performance to address complex business challenges and stay ahead of market disruption. Learn more.

Adopt a digital-first mindset

We help financial institutions transform their business processes through technology enhancements, automation, and organizational design. Learn more.

Drive strategic risk initiatives

Huron has extensive experience across all facets of risk management.  Our enterprise and credit risk teams specialize in governance, target operating models, risk staff augmentation, and regulatory remediation.

Focus on mitigating financial crimes

Huron specializes in deploying solutions for financial institutions to detect and prevent financial crimes. Using advanced analytics and machine learning, we advise our clients to identify fraudulent and suspicious activities, optimize operational efficiencies while reducing false positives, ensuring regulatory compliance, and bolstering trust in the financial sector.

Invest in intelligent automation

As the forefront of technological evolution continues to redefine Financial Services, Huron guides organizations through the transformative power of automation. We combine cutting-edge technologies, embracing the latest advancements in artificial intelligence and robotic automation to design and implement tailored solutions.

Navigate restructuring and turnarounds

Our restructuring and turnaround experts advise organizations through interim management, bankruptcy planning and litigation, and operational improvements to create a viable path forward for stakeholders. Learn more.


Markets we serve

  • Banking and capital markets
  • Asset and wealth management
  • Insurance
  • Private equity
  • Fintech and insurtech

Connect with a financial services expert

  • Mike Willhelm

    Mike Willhelm

    Managing Director

    Mike is a managing director who serves clients across the financial services and public sector industries. He works with and advises clients on transformation strategies for the chief financial officer’s office, including developing strategic road maps and digital solutions that enable advanced decision-making capabilities for their organizations.

    Contact Mike
  • Jeff Ulmer

    Jeff Ulmer

    Managing Director

    Jeff is a credit and lending expert with over 30 years of experience helping healthcare, energy, commercial real estate, media, and commercial and industrial clients successfully manage their portfolios, develop asset monetization strategies, and execute restructurings and bankruptcies.

    Contact Jeff
  • Joseph Prunty

    Joseph Prunty

    Managing Director

    "The challenges facing banks, insurance firms, and capital market companies require strategic, digital, and process improvements that a firm like Huron is uniquely positioned to deliver."

    Contact Joseph
  • Craig Brown

    Craig Brown


    "Transformation is continuous, iterative improvement that ends only when the client achieves a satisfactory balance."

    Contact Craig
  • Robert Loh

    Robert Loh

    Senior Director

    "Arming clients with an accurate understanding of the facts is essential to managing financial disputes effectively."

    Contact Robert
  • Bill Greene

    Bill Greene

    Senior Director

    Bill has more than 30 years of experience developing innovative and transformative technology solutions and strategies for financial institutions.

    Contact Bill

Thinking about joining?

We see what’s possible in you and help you achieve it. Join Huron, where our culture inspires, supports, and rewards you so you can achieve your full potential.

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