Financial institutions

Financial institutions are experiencing an unprecedented amount of change and every market segment is affected. We bring clarity to your complex operational and regulatory challenges.

Trending business insights for financial institutions

Curated content to keep you informed
Recorded webinar
Accelerating your digital journey
This webcast aims to empower community banks with insights and cutting-edge technologies to enhance their operations and customer experiences.
Case Study
Technology helps community bank better serve their clients
A community bank aspired to embrace technology, so it brought in RSM as a first-choice advisor.
Bank Term Funding Program: Government response to the banking crisis
The Bank Term Funding Program gives small and midsize banks the chance to shore up their liquidity.

Services for financial institutions that provide clarity in a climate of uncertainty

Executives leading financial institutions continue to face intensifying challenges. You seek stability while key issues such as increasing compliance demands, investment in digital transformation and sustaining company growth can generate unpredictability. It all adds up to difficult decisions requiring you to take a step back from the day-to-day responsibilities of running your business to focus on finding the best financial course forward.

From community, regional and global banks to credit unions, no institution can put these issues off indefinitely. Our team understands the needs of your business—including tax, accounting and compliance—as well as specialized risk management and consulting. We have in-depth industry knowledge to help you focus on the task at hand. We take a proactive, consultative approach to recommending opportunities for growth and profitability. Our goal is to be a trusted advisor for our clients in an environment of complex financial change.

Clients in the financial institutions space benefit from our specialized experience working with:

FI Insights

With our one-stop-shop approach to technology and managed services, financial institutions can aggregate performance and customer data, empowering executives to make better, more strategic decisions.

Where there are challenges, we see opportunities for growth

RSM audit, tax and consulting services

We help executives thrive by offering solutions focused on your goals based on a deep understanding of your industry
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Audit and assurance services
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Business tax services
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AI, analytics and cloud services
RSM Catamaran
Meet our RSM team of trusted leaders
Our financial institutions professionals are here to help you succeed
  • John Behringer
    Financial Institutions Leader
  • Zachary Carroll
    Financial Institutions Audit Leader
  • Aaron Donaldson
    Financial Institutions Consulting Co-Leader
  • Will Ansah
    Will Ansah
    Financial Institutions Consulting Co-Leader

Contact our financial services professionals

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