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.
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.
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
Shifting Tides: Exploring the Current State of Banking and Four Key Drivers of its Evolution
Embracing the Future of Banking: The Case for Core Banking Modernization
Embracing the New Era of Payments: Four Benefits of ISO 20022 You Need to Know
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.
Referrals always welcome
Connect your high-performing colleagues to exciting, challenging and rewarding opportunities with Heitmeyer Consulting.