Financial Institutions

Industry-specific, integrated services for financial institutions

Finance executives face a challenging climate, with very little room for error to balance increased compliance demands and the need to sustain growth. With more than 85 years of experience serving over 1,500 financial institutions across the country, we develop solutions to assist financial institutions in today’s challenging economic environment. From accounting and tax to specialized risk management and consulting services, our industry specialists serve banks and savings institutions, trust organizations, credit unions, mortgage companies, and finance and leasing companies.

Our professionals are committed to adding value to your organization, applying a strategic approach to process, performance, security, risk and project management to support your business strategy and growth goals. With a staff of former bankers, OCC examiners, CROs, CFOs, CIOs and chief auditors, we understand your concerns and address them by holistically evaluating your institution’s needs and aspirations. This depth of skills is spread across each of the solutions we provide.

Featured Insights

Audit Committee Guide for Financial Institutions


Audit Committee Guide for Financial Institutions

Our new Audit Committee Guide for Financial Institutions offers practical guidance on your audit committee's full range of responsibilities

2014 Loan Loss Reserve Survey


2014 Loan Loss Reserve Survey

RSM’s 2014 Annual Loan Loss Survey presents financial institutions with data to help gauge their loan loss reserves compared to their peers.

  • January 26, 2015

Most Recent Insights


Implementation considerations for enhanced prudential standards compliance

To build a robust risk management framework, FBOs need strong sponsorship from leadership and a robust organizational risk culture.

  • Will Ansah
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  • November 19, 2015


Specialty lenders need to start preparing for CECL now

Understand the choices specialty finance companies need to make to comply with CECL’s new approach to measuring and reporting credit losses.

  • Robert McMurry
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  • November 11, 2015


Balancing risk and reward for new products and services

New products or services can give banks a strategic advantage

  • Shalene Jacobson
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  • October 29, 2015


Making the most of the FFIEC Cybersecurity Assessment Tool

The FFIEC Cybersecurity Assessment Tool offers financial institutions a standardized and disciplined cybersecurity tool.

  • September 22, 2015


Clearing up the cloud picture for community banks

Security, performance, service: What you need to know about cloud solutions

  • Aaron Donaldson
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  • September 14, 2015


State taxation of financial institutions: A multidimensional landscape

Economic nexus provisions often target financial institutions. They vary by state and can trigger income or franchise tax filing responsibilities.

  • Lutof Awdeh, Rich Gowen
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  • September 08, 2015


Financial institutions need to think about CECL now to plan effectively

Understand the modeling, data and other choices you need to make to comply with CECL’s new approach to measuring and reporting credit losses.

  • John Behringer
  • |
  • August 31, 2015


Helping a credit union better control risks and manage compliance

Learn how RSM helped a credit union improve the processes, tools and reports, and staffing involved in their risk and compliance practices.

  • August 17, 2015


Financial Institution Insights
delivers news and information critical to community banking professionals. The bi-monthly newsletter tackles issues ranging from IT security to regulatory compliance to operational improvement.

Compliance News
Compliance news for the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.