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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

Getting past the sound and fury of cybersecurity

Banks continue to be targets for hackers, so it is important to look beyond the statistics and learn what can be done to prevent an attack.

  • Jay Schulman
  • |
  • November 28, 2017

FINANCIAL INSTITUTIONS INSIGHTS

Financial institutions can benefit from unified communications

Learn how an updated phone system and unified communications can deliver significant competitive advantages to financial institutions.

  • July 27, 2017

FINANCIAL INSTITUTIONS INSIGHTS

How CECL affects financial institutions acquisition accounting

Understanding how CECL will affect accounting for loans and other assets during acquisitions will be vital for financial institutions.

  • John Behringer, Suzanne Marra, Frank O’Connor
  • |
  • June 01, 2017

CASE STUDY

FI Connect intranet solution helps bank better manage information

Learn how RSM helped a $1.7 billion community bank use the FI Connect intranet solution to address its information management challenges.

  • May 10, 2017

INSIGHT ARTICLE

Not your grandfather’s boardroom: Building a modern board of directors

This article highlights important considerations when building a modern board of directors for financial institutions.

  • Christina Churchill
  • |
  • April 19, 2017
How a 3-year technology plan helps control risk, drive growth

INSIGHT ARTICLE

How a 3-year technology plan helps control risk, drive growth

Learn how a three-year technology plan helps financial institutions and their boards control risk and build an IT strategy to drive growth.

  • Brad Steppig
  • |
  • March 20, 2017

ARTICLE

4 steps banks should take to strengthen compliance management systems

With regulators focusing on compliance culture and approach as much as on transactions, banks need to ensure they have strong CMS.

  • December 16, 2016

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

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.