Julie Miller

Examiner
DISC Type : cs

Senior Vice President Financial Services at Perficient

New York, New York, United States

Overview

Julie is the Financial Services Industry Leader at Perficient, focused on disrupting value creation with an AI-first, outcome-led approach. A former Principal at Deloitte and Partner at Accenture, she has a proven record of executing high-stakes digital transformations. She holds a BBA from the University of Houston.

Personally, Julie is passionate about fostering genuine human connection and reducing digital distractions for the next generation. She champions choosing real-world experiences and meaningful relationships over excessive screen time, showing a deep concern for digital wellness and its impact on life.

Julie and her family use the Light Phone to encourage focus and more intentional, personal communication.

Personality Overview

Late Adopter

Overcautious

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

AI in Financial Services
Her current role is dedicated to disrupting the financial services market by leveraging AI, intelligent agents, and differentiated AI platforms to drive business outcomes.
Outcome-Based Delivery
She structures cost-effective, outcome-based deals for clients, holding partners accountable for delivering disruptive results rather than just services.
Digital Wellness
She publicly advocates for tools like the Light Phone and praises choosing real-world experiences over screen time, indicating a personal passion for mindful technology use.

Media Appearances

Julie has no verified media appearances

Work History

2-2026
Senior Vice President Financial Services at Perficient
1-2014 - 10-2024
Principal / Partner at Deloitte Consulting LLP
5-1996 - 1-2014
Partner at Accenture
12-1994 - 4-1996
Systems Engineer at United Insurance Company
11-1990 - 11-1994
Systems Engineer at Electronic Data Systems

Education

2001 - 2001
Advanced Executive Program from Northwestern University - Kellogg School of Management
1984 - 1988
Bachelor of Business Administration from University of Houston

More Information

Social Presence :

Prographics :

Exp : 33 Location : New York, New York, United States Job Level : Leadership Designation : Senior Vice President Financial Services at Perficient
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Julie

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Julie take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Julie

Personality Compatibility


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