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.
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.
How We Serve Financial Institutions
Mergers & Acquisitions (M&A)
M&A
M&A Planning
Legal Day 1
Conversion
Post Conversion Support
Playbook Management
Transformation
Transfor-
mation
Business and Ops
Core Modernization
Platform Conversion
PMO Delivery
Agile Delivery
De Novo Digital Bank
Teller / Branch
BPO
Payments
Payments
Credit / Debit Cards
Real Time Payments
Online Banking
Bill Pay
FTX
Check Image Exchange
Day 2 Processing
Remote Deposit
ATM
Treasury
Treasury
Wholesale Lockbox
Retail Lockbox
Account Analysis
Sales & Servicing
Treasury Operations
Treasury Services
Operating Model
Lending
Lending
Commercial
Consumer
Residential Mortgage
HELOC
Origination
Servicing
Financial Crime
Financial Crime
Fraud
AML
FCRM
KYC
Advisory
Advisory
Strategy and Roadmap
RFI / RFP
Contract Negotiation
Management Consulting
Management Consulting
Subject Matter Expertise
Requirements Elicitation
and Management
PMO Governance
PMO Governance
Program and Project Management
PPM Tools / Assets
Enterprise Deployment
Program Change Management
Program Change Management
Communication
Training
Documentation
Process Redesign
Test Management
Test Management
Strategy
Planning
Reporting
UAT Execution
Data & Analytics
Data & Analytics
Data Strategy
Data Mapping
Data Conversion
Analytics and Reporting
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
Challenges for Small to Midsize Banks Amidst Heightened Regulatory Scrutiny
Basel III Endgame- Heitmeyer Q&A
What the Visa and Mastercard Settlement means for banks, merchants, and consumers
Ready to Transform?
Discover how Heitmeyer Consulting's expertise can
help your banking institution thrive.