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


Payment card industry compliance for financial institutions

Many financial institutions are required to comply with PCI DSS. Here is a guide to help them achieve and maintain PCI compliance.

  • July 31, 2020
Artificial intelligence is not taking over your job—it’s enhancing it


Artificial intelligence is not taking over your job—it’s enhancing it

Skepticism regarding artificial intelligence is understandable, but it’s often based on a misunderstanding of what AI really is.

  • Ron Beck
  • |
  • July 18, 2019


Analyzing critical cyberattack vectors within financial institutions

Learn about the potential impact of three common cyberattacks to financial institutions, and how you can address and mitigate these risks.

  • Sean Renshaw
  • |
  • December 07, 2018


RSMs FIT as a Service enhances banks IT posture and customer focus

With RSM’s technology and financial institution experience, the Washington State Bank can address issues before additional challenges arise.

  • November 26, 2018
How a 3-year technology plan helps control risk, drive growth


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


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
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  • November 04, 2016


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
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  • January 26, 2016


Anti-fraud program assessment in response to major acquisition

Learn how a bank validated and strengthened its anti-fraud approach while integrating a major acquisition.

  • October 15, 2014


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.