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Consulting

RSM offers a full range of specialized consulting services to help financial institutions address their complex business challenges. All of our services are delivered with one goal in mind–enhancing the value of your institution. With an unsurpassed depth of experience within the financial industry, we provide proven services that are cost effective and designed to fit the unique needs of your institution.

Services we provide include:

Most Popular Insights

FINANCIAL INSTITUTIONS 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

FINANCIAL INSTITUTIONS INSIGHTS

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
  • |
  • November 16, 2016

FINANCIAL INSTITUTIONS INSIGHTS

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
  • |
  • November 04, 2016

FINANCIAL INSTITUTIONS INSIGHTS

Top 5 IT budget considerations for financial institutions

Learn how properly leveraging technology can help your institution become more efficient while providing necessary security measures.

  • Bryan Nelson
  • |
  • August 31, 2016

WHITE PAPER

What should your institution learn from the 2016 FIBA conference?

Read our white paper of highlights from the 2016 FIBA conference for BSA/AML insights banks can use today.

  • Wilson Lopez, Patricio Perez
  • |
  • July 05, 2016

WHITE PAPER

Addressing compliance risks in loan sale due diligence

Learn how to control the risk of assuming liability for regulatory failures when purchasing mortgage loans through effective due diligence.

  • Jose Vivar
  • |
  • June 22, 2016

FINANCIAL INSTITUTIONS INSIGHTS

COSO can help growing banks realize key internal controls efficiencies

With banks growing again, they may face FDICIA and SOX compliance hurdles. See how COSO-driven internal controls help ready them for both.

  • Dharmesh Choksey
  • |
  • March 17, 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

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.