Advisory and Consulting Services

Providing unmatched business,
technology and operations
consulting

Our approach to our advisory and consulting services is different than most
because it starts with listening. While our expertise is grounded exclusively in the
financial services and insurance industries, you are the expert on your business. We
work to understand your goals and offer our unique perspective on the path to
success.

Our Expertise

Banking

Navigate regulations, embrace digital transformation, and elevate your customer experience with our tailored advisory and staffing solutions for banks and financial institutions.

Insurance

Drive innovation in underwriting, risk management and claims processing by leveraging our specialized knowledge and resources for insurance and insuretech firms.

Asset Management

Optimize portfolio performance, streamline operations, and enhance client relationships with our targeted advice from experienced asset management professionals.

Fintech

Power fintech growth with trusted guidance on disruptive technologies, regulatory compliance, and strategic partnerships, supported by our tailored staffing solutions.

Investment Management

Capitalize on market opportunities, enhance risk management, and build investor trust with our insights and resources.

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.

Get the Guide

“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.

Review Case Study

Advisory and Consulting Services for Financial
Institutions and Insurance Companies

Our owners, practice directors, and consultants bring with them an extensive background in the financial services and insurance industries—with proven experience in tackling 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

Insurance

  • Transformation: Business and Operations, Core Modernization, Platform Conversion, Product Design
  • Mergers and Acquisition:  Planning, Product Capability Assessment, Conversion, Operating Model
  • Product and Business Strategy: Pricing, UBI Programs, 3rd Party Integration, Insurtech, Distribution, Operating Model, Expense Ration
  • Underwriting: Straight Through Processing, Referral Rules, Decision Modeling, Automation, RPA
  • Claims: Efficiency and LAE: Automation, Digital Offerings, Process Improvement; Lost Costs: Third-Party Integration, Fraud Detection
  • Billing and Service: Mobile and Digital, Customer Experience, Payment Vendors

Heitmeyer Perspectives: Industry
Insights, Trends and Solutions

Challenges for Small to Midsize Banks Amidst Heightened Regulatory Scrutiny 

A series of bank failures in 2023 prompted bank management teams, boards, and regulatory agencies to ramp up regulatory standards...
Read Full Article about Challenges for Small to Midsize Banks Amidst Heightened Regulatory Scrutiny 

Basel III Endgame- Heitmeyer Q&A

What you need to know about Basel III Endgame Q&A with Heitmeyer's Senior Director Advisory & Consulting Service, Robin Collins....
Read Full Article about Basel III Endgame- Heitmeyer Q&A

What the Visa and Mastercard Settlement means for banks, merchants, and consumers

In a landmark decision that sent ripples through the financial services industry, Visa and Mastercard have reached a settlement with...
Read Full Article about What the Visa and Mastercard Settlement means for banks, merchants, and consumers
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Join-our-team

Join Team Heitmeyer

Advance your career in finance, insurance or fintech when you join Heitmeyer’s thriving talent network. Be supported throughout your professional journey by an experienced team devoted to your growth and success.

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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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