United States

FI Connect—Creating shared community within your financial institution


You hire the best talent available, adopt the latest technologies, and continually improve operations processes. Now, learn how you can maximize the results of these efforts with FI Connect, RSM’s collaboration portal designed to meet the unique needs of financial institutions.

View our webcast to see how you can leverage your investment in Microsoft SharePoint, on-premises or in the cloud, to create a centralized document management and employee communications portal that meets the unique needs of financial institutions.

Utilize Microsoft licenses you have already purchased to:

  • Centralize data storage and share information with multiple branch locations
  • Manage committee meetings with automated workflows and built-in auditing tools
  • Streamline departmental operations through collaborative workspaces and discussion boards
  • Ease regulatory compliance demands with authoring and version controls, as well as vendor management

Download webcast slides

Event details

Who should attend
C-level executives and financial and technical leaders within financial institutions


More information
Email us or call +1 800 274 3978