Jacqui Westman

Inquirer
DISC Type : cd

Strategic Banking Director UK at Microsoft

United Kingdom

Overview

Jacqui is Microsofts Global Banking Director for the UK, specializing in the financial services industry. With a long tenure at the company, she has held multiple leadership roles focused on global partnerships and strategic alliances. Colleagues describe her as energetic, tenacious, and an insightful, customer-focused leader.

Originally from South Africa, Jacqui is passionate about creating tangible business impact through technology. She actively supports social causes, including a major partnership initiative to help refugees in the UK secure employment, demonstrating a strong commitment to community and social responsibility.

She received an award for her critical role in collaborating on and launching the first-of-its-kind Xbox Mastercard.

Personality Overview

Judgemental

Hard To Convince

Demanding

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

AI in Banking
She recently hosted HSBC at Microsoft to discuss AI transformation, focusing on evolving operating models and uplifting people, not just adopting technology.
Open Banking
As a featured speaker at the Open Banking Expo, she is positioned as a thought leader on the future of open finance and smart data.
Supporting Refugees
She is a passionate advocate for a partnership between Microsoft, Barclays, and others to help refugees overcome employment barriers in the UK.

Media Appearances

How NatWest is building a relationship bank in a digital world. Featured in Microsoft UK Stories

See Now

Work History

2-2023
Strategic Banking Director UK at Microsoft
10-2019 - 7-2023
Global Client Director at Microsoft
3-2018 - 7-2023
Snr Partner Alliance Businesss Development at Microsoft
7-2014 - 2-2018
Global Business Manager at Microsoft
5-2010 - 6-2014
Major Account Manager FSI at Microsoft

Education

Jacqui has no verified education history

More Information

Social Presence :

Prographics :

Exp : 28 Location : United Kingdom Job Level : Mid-senior Designation : Strategic Banking Director UK at Microsoft
URL has been copied!

Insights For Selling To Jacqui

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacqui is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jacqui

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jacqui move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jacqui take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jacqui

Personality Compatibility


Other Microsoft Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.