Advisory & Consulting Services

The alternative to traditional consulting firms.

Banks and Insurance companies are in a period of transformation driven by dynamic market conditions, new competitors, and the proliferation of new technologies. There is no shortage of opportunities and disruptions facing current operating models that need to be reviewed and addressed to ensure continued growth, profitability, and compliance.  These opportunities and disruptions, along with company objectives, drive the strategic plans and the to do lists of our clients. At times, our clients need guidance to build their strategic vision, and at other times, they have the plan but need help with execution.  Picking the right partner for the right situation is important.  Heitmeyer Consulting provides an alternative to the traditional consulting firms that can be cost prohibitive, and skillset constrained.

As a firm deeply rooted in banking and insurance, Heitmeyer is uniquely positioned to consult on your strategic roadmap and help make your plans a reality.  With deep subject matter expertise and a unique deployment model we deliver solutions at a cost significantly lower than traditional consulting firms and provide the right talent for the right situation.

Why Heitmeyer Consulting?

  • Over 20 years delivering for Banks and Insurance companies across the US and Canada
  • Fit-for-purpose deployment model
  • Execution focus with expertise to consult on the strategic roadmap
  • Network of over 75,000 Banking and Insurance Professionals
  • Proven resources dedicated to your project (vs. junior resources being deployed after the project is started)
  • Ability to retain most of our project team resources (contract to hire to retain knowledge)

Advisory & Consulting Areas of Focus


  • Transformation – Business & Operations, Core Modernization, Platform Conversion,
  • Mergers & Acquisition – Planning, Legal Day 1, Conversion, Post-Conversion Support, Playbook Management
  • Payments – Credit & Debit, RTP, Bill Pay, Online Banking
  • Lending – Commercial, Consumer, Residential Mortgage, HELOC, Origination, Servicing
  • Treasury – Wholesale & Retail Lockbox, Account Analysis, Sales & Servicing, Treasury Operations, Operating Model
  • Financial Crimes – Fraud, AML, FCRM, KYC


  • Transformation – Business & Operations, Core Modernization, Platform Conversion, Product Design
  • Mergers & Acquisition – Planning, Product Capability Assessment, Conversion, Operating Model
  • Product & 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 & LAE: Automation, Digital Offerings, Process Improvement; Lost Costs: 3rd Party Integration, Fraud Detection
  • Billing & Service – Mobile & Digital, Customer Experience, Payment Vendors

Client Testimonials

Connect with Heitmeyer to discuss your
Business, Operations, and Technology initiatives.