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


RSM 2015 Loan Loss Reserve Survey

RSM’s 2015 Annual Loan Loss Survey presents financial institutions with data to help gauge their loan loss reserves compared to their peers.

  • February 04, 2016

Most Recent Insights


Dodd-Frank, shifting demographics drive a new emphasis on diversity

Dodd-Frank gave regulators broad powers to push stronger diversity practices for banks—powers they are likely to emphasize soon.

  • November 18, 2016


Build relationships with digital banking: Three steps to develop a digital banking road map

Learn how many financial institutions are leveraging digital banking capabilities to attract and retain customers and members.

  • Christina Churchill, Jeff Dunnahoo
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  • November 16, 2016


Effective cybersecurity means more than protecting your perimeter

Learn how today's financial institutions can improve cybersecurity by breaking down silos and planning for failure.

  • Loras Even, Scott Hermanson
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  • November 15, 2016


The importance of the CIO role: Can you benefit from a virtual CIO?

Learn how a CIO can help to ensure compliance and increase security and efficiency for a financial institution’s IT environment.

  • Dean Lemons, Bryan Nelson
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  • November 04, 2016


Revised Department of Labor posters

Department of Labor revised Fair Labor Standards Act and Employee Polygraph Protection Act posters. Learn more.

  • October 19, 2016


CFPB publishes loss mitigation principles

CFPB outlines four key principles for loss mitigation affecting industry, consumer groups and policymakers. Learn more.

  • October 19, 2016


OCC releases its Semiannual Risk Perspective report

OCC issues Semiannual Risk Perspective outlining key risks for institutions and OCC supervisory priorities for next 12 months.

  • October 19, 2016


FDIC issues reminder on FDIC examination findings

FDIC stresses importance of open communication between bank management and examiners relating to exam findings.

  • October 19, 2016


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.