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.

How We Serve Financial Institutions

Advisory & Consulting
Practice Verticals

Advisory & Consulting Functions

Advisory & Consulting
Practice Verticals

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

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

Treasury

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

Lending

Commercial
Consumer
Residential Mortgage
HELOC
Origination
Servicing

Financial Crime

Fraud
AML
FCRM
KYC

Advisory & Consulting Functions

Advisory

Strategy and Roadmap
RFI / RFP
Contract Negotiation

Management Consulting

Subject Matter Expertise
Requirements Elicitation
and Management

PMO Governance

Program and Project Management
PPM Tools / Assets
Enterprise Deployment

Program Change Management

Communication
Training
Documentation
Process Redesign

Test Management

Strategy
Planning
Reporting
UAT Execution

Data & Analytics

Data Strategy
Data Mapping
Data Conversion
Analytics and Reporting

Risk & Compliance

Regulatory and Compliance
PCRI
RCSA
3rd Party Testing
Control Validation

“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

Heitmeyer Perspectives: Industry
Insights, Trends and Solutions

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Ready to Transform?

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

Get in Touch

Empowering Banking Leaders with Dedicated Industry Expertise

Unmatched Business, Technology
and Operations Consulting