Customer Experience Advisory
Founding Principal
Clarkbridge
With over 30 years of executive experience in customer experience and transformation, Jill Latham helps organizations and advisors align how their business operates with how they grow.
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She brings a practical, execution-focused approach—bridging strategy and real-world application to deliver consistent, scalable client experiences that drive long-term results.
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"When the experience is consistent and intentional, growth becomes predictable-not dependent on effort alone."
Client Experience Strategy
We help design a more consistent, high-touch client experience that builds trust, strengthens relationships, and naturally drives retention and referrals.
Clarkbridge & Advisor Journey
Aligning client experience, operations, and growth to drive scalable results
Business & Operating Model Alignment
We simplify how your business runs—streamlining workflows, clarifying roles, and reducing manual effort so you can spend more time with clients.
Growth & Engagement Strategy
We create a more intentional approach to growth—strengthening your referral strategy, client engagement, and visibility to drive AUM in a more predictable way.
Execution, Adoption & Optimization
We create a more intentional approach to growth—strengthening your referral strategy, client engagement, and visibility to drive AUM in a more predictable way.
"Clarkbridge brought immediate clarity to our CX strategy, aligning our financial goals with real customer outcomes."
"Their independent, fiduciary-first approach provided the objective guidance we needed for our operating model design."
"The depth of enterprise experience Clarkbridge delivers is unmatched. Our transformation was seamless and measurable."