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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

INSIGHT ARTICLE

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

WHITE PAPER

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

WHITE PAPER

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

INSIGHT ARTICLE

3 steps to effective monitoring and testing for credit card issuers

Learn how your financial institution can better control regulatory risk associated with credit cards through a monitoring and testing program.

  • Marcie Martinez Marsh
  • |
  • January 26, 2016

INSIGHT ARTICLE

Recent CCAR submissions and lessons learned

Lessons learned and best practices for BHCs and FBOs subject to CCAR.

  • Will Ansah
  • |
  • January 13, 2016

WHITE PAPER

4 key strategic considerations for financial institutions in 2016

Zero in on key topics financial institution executives and board members should focus on in 2016

  • Christina Churchill, Beth Johnson, Loras Even
  • |
  • January 12, 2016

ARTICLE

Key year-end accounting and tax issues for financial institutions

Year-end accounting and tax considerations for your financial institution

  • Mike Lundberg, Bob McCahill
  • |
  • December 09, 2015

FINANCIAL INSTITUTIONS INSIGHTS

4 integration strategies to help ensure the success of your deal

From culture to technology to best practices, four integration strategies that drive value in financial institution mergers and acquisitions.

  • Christina Churchill
  • |
  • December 09, 2015

WHITE PAPER

The value of finance and accounting outsourcing compared to insourcing

Finance and accounting outsourcing decreases costs for both transactional and strategic functions while enhancing processes, technology and controls.

  • James Cashin, Mike Smith, Kim Susko
  • |
  • December 07, 2015

CASE STUDY

RSM Helps Credit Union Save $1 Million Through Improved Operational Efficienceies

Learn how RSM helped a credit union safe $1 million through improved operational efficiences

  • December 03, 2015


Newsletters

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.