FI Insights

Powering financial institutions with data-driven insights that move your business results

Unlock the power of your data to transform your bank or credit union

In today's competitive banking landscape, data is your most valuable asset. But are you effectively harnessing its power? FI Insights, RSM's cutting-edge data analytics platform, empowers community banks and credit unions to transform raw data into actionable insights, driving profitability, enhancing customer experience and fueling strategic growth. Paired with the ability of RSM's banking-focused advisors, FI Insights enables your financial institution to compete with banks multiple times larger.

Why choose FI Insights?

FI Insights delivers tangible benefits that directly improve your bottom line:

Gain real-time insights: Access consolidated, on-demand data through intuitive dashboards, available instantly each day. Stop waiting for reports and start making decisions based on up-to-the-minute information.

Identify emerging trends: Visualize data and receive daily updates to proactively identify market trends, customer behavior shifts and potential opportunities. Stay ahead of the curve and adapt quickly.

Deepen customer understanding: Obtain a 360-degree view of your account holders, gaining valuable insights into their needs, preferences and behaviors. Enhance customer relationships and personalize their experience.

Optimize resource allocation: Free up your internal team from time-consuming data mining and reporting tasks. Empower them to focus on high-value activities like customer relationship management and strategic planning.

Support data consistency: Provide executive management and the board with a single source of truth, aligned with the institution's strategic priorities. Make informed decisions based on consistent, reliable data at all levels of leadership with a common reporting engine accessible to the C-suite, branch managers and operational leaders. 

Transform your institution with data:

FI Insights is more than just a dashboard—it's a strategic tool for transforming your institution. Our one-stop-shop approach combines powerful technology with managed services, enabling you to:

  • Drive strategic growth: Identify new market opportunities and achieve your long-term goals.
  • Make data-driven decisions: Empower executives with the insights they need to make informed, strategic decisions, including managing risk.
  • Improve profitability: Optimize pricing, identify new revenue streams and improve operational efficiency.
  • Enhance customer experience: Personalize interactions and build stronger customer relationships.

     
We looked at other data solutions and selected FI Insights based on our trust in RSM as a partner, their banking knowledge and vision for the FI Insights platform.
Eric Albrecht, President, National Bank of Commerce
Meet our team
  • Bill Clarkin
    Managing Director
  • Aaron Donaldson
    Financial Institutions Consulting Co-Leader
  • Brandon Koeser
    Brandon Koeser
    Financial Services Senior Analyst

Contact our FI Insights team to request a demo

Complete this form and an RSM representative will be in touch shortly.

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