RSM is a leading provider of assurance, tax and consulting services focused on the middle market. Within financial services, RSM supports more than 3,000 financial institutions and specialty finance organizations nationwide, including community and regional banks, credit unions, mortgage lenders, fintech and specialty lending platforms, and finance and leasing companies.

Their dedicated financial institutions and risk advisory professionals combine deep industry insight with hands on regulatory, credit, operational, cybersecurity and technology expertise. By integrating risk, finance, operations and technology capabilities, RSM delivers solutions designed around the realities of today’s banking environment—including margin compression, evolving regulatory expectations, digital transformation, operational efficiency, and emerging risk.

Their teams tailor their approach based on a clear understanding of your institution’s strategy, competitive position, growth priorities, and risk profile—helping you strengthen performance, safeguard value, and accelerate transformation.

Learn more at https://rsmus.com.

CONTACT:
Patrick Mulloy
National Financial Institutions Sector Leader; Partner, Audit Services
215-648-3226
[email protected]