Empowering Banking Leaders with Dedicated Industry Expertise

Unmatched Business, Technology
and Operations Consulting

We are your trusted advisor in navigating regulations, embracing digital transformation, and elevating your customer experience. Get to know our tailored advisory and staffing solutions for banks and financial institutions.

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Experience the
Heitmeyer Difference

We enable financial institutions to leverage specialized business, technology and operations talent that traditional staffing firms cannot deliver—and a combination of cost and quality that traditional consultancies cannot match.

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How We Serve Financial Institutions

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Mergers & Acquisitions (M&A)

M&A


M&A Planning
Legal Day 1
Conversion
Post Conversion Support
Playbook Management

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Transformation

Transfor-
mation


Business and Ops
Core Modernization
Platform Conversion
PMO Delivery
Agile Delivery
De Novo Digital Bank
Teller / Branch
BPO

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Payments

Payments


Credit / Debit Cards
Real Time Payments
Online Banking
Bill Pay
FTX
Check Image Exchange
Day 2 Processing
Remote Deposit
ATM

Treasury@2x

Treasury

Treasury


Wholesale Lockbox
Retail Lockbox
Account Analysis
Sales & Servicing
Treasury Operations
Treasury Services
Operating Model

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Lending

Lending


Commercial
Consumer
Residential Mortgage
HELOC
Origination
Servicing

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Financial Crime

Financial Crime


Fraud
AML
FCRM
KYC

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Advisory

Advisory


Strategy and Roadmap
RFI / RFP
Contract Negotiation

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Management Consulting

Management Consulting


Subject Matter Expertise
Requirements Elicitation
and Management

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PMO Governance

PMO Governance


Program and Project Management
PPM Tools / Assets
Enterprise Deployment

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Program Change Management

Program Change Management


Communication
Training
Documentation
Process Redesign

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Test Management

Test Management


Strategy
Planning
Reporting
UAT Execution

Data@2x

Data & Analytics

Data & Analytics


Data Strategy
Data Mapping
Data Conversion
Analytics and Reporting

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Risk & Compliance

Risk & Compliance


Regulatory and Compliance
PCRI
RCSA
3rd Party Testing
Control Validation

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.

Heitmeyer Perspectives: Industry
Insights, Trends and Solutions

Embracing Innovation: How Traditional Banks Can Compete in the Age of Fintech

Embracing Innovation: How Traditional Banks Can Compete in the Age of Fintech  In the rapidly evolving world of finance, the...
Read Full Article about Embracing Innovation: How Traditional Banks Can Compete in the Age of Fintech

Employment Tips Q&A with Toby Boeckman

2024 Employment Tips with Heitmeyer Director of Recruiting, Toby Boeckman   You have extensive experience in the recruiting industry- what...
Read Full Article about Employment Tips Q&A with Toby Boeckman

Artificial Intelligence and Banking: 6 Ways AI Will Change the Industry

The Financial Services industry demands adaptation. Generative artificial intelligence systems are revolutionizing traditional banking practices, giving early adopters a competitive...
Read Full Article about Artificial Intelligence and Banking: 6 Ways AI Will Change the Industry

Ready to Transform?

Discover how Heitmeyer Consulting's expertise can
help your banking institution thrive.