Advisory and Consulting Services

Providing unmatched business, technology and operations
consulting

Our approach to every advisory and consulting engagement begins with listening. While our expertise is grounded exclusively in the financial services industry, you are the expert on your business. We work to understand your goals and offer our unique perspective on the path to success.

Core Banking Transformation and Modernization—A Strategic Guide for Retail and Commercial Banking Leaders

Get our strategic guidance to help banking leaders upgrade, streamline and modernize core banking functions.

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“I was blown away with the talent level and number of resources Heitmeyer was able to deploy in such a short period. Without them, we could not have responded to our client demand.”

-Senior Vice President, Commercial Banking, regional bank

“Heitmeyer has been a true partner to our bank for many years. They understand our business and offer solutions. Excellent organization made up of a great group of people.”

-Chief Information Officer, regional bank

“Heitmeyer Consulting is disrupting the global consulting industry model.”

-Chief Operating Officer, top 30 bank

A Digital Leap: Reinventing
Client Engagement for a
Global Financial Firm

Heitmeyer helped transform a global asset management firm's client engagement model by digitizing a critical service to deliver scalability and a superior user experience.

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Advisory and Consulting Services for Financial Institutions

Our practice leaders and consultants bring extensive experience in the financial services industry with proven expertise in addressing business, operational and technology challenges.

Banking

  • Transformation: Business and Operations, Core Modernization, Platform Conversion,
  • Mergers and Acquisition: Planning, Legal Day 1, Conversion, Post-Conversion Support, Playbook Management
  • Payments: Credit and Debit, RTP, Bill Pay, Online Banking
  • Lending: Commercial, Consumer, Residential Mortgage, HELOC, Origination, Servicing
  • Treasury: Wholesale and Retail Lockbox, Account Analysis, Sales and Servicing, Treasury Operations, Operating Model
  • Financial Crimes: Fraud, AML, FCRM, KYC

Heitmeyer Perspectives: Industry
Insights, Trends and Solutions

Strengthening Financial Stability: The Critical Role of Stress Testing in Banking

Following up on our coverage of Line of Defense management, this in-depth article explores the importance of stress testing in...
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The Critical Role of Operational Excellence (OpEx) in Bank Integration/Mergers

Bank mergers are complex, high-stakes events that can reshape the financial landscape, and their success often hinges on a critical...
Read Full Article about The Critical Role of Operational Excellence (OpEx) in Bank Integration/Mergers

Enhancing Financial Resilience: The Use of Lines of Defense and Control Processes in Banking

In the ever-evolving landscape of banking, financial institutions must navigate a complex array of risks. From market fluctuations to regulatory...
Read Full Article about Enhancing Financial Resilience: The Use of Lines of Defense and Control Processes in Banking
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Referrals always welcome

Connect your high-performing colleagues to exciting, challenging and rewarding opportunities with Heitmeyer Consulting.

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