Impact Report
rsm's Impact
> Integrated solutions for the middle market

An industry-

focused approach

The world is changing, and we understand how important it is for our clients to change with it

RSM has had the privilege of helping many of our clients achieve and exceed their goals in 2023. Following are just a few of the incredible opportunities where we’ve unlocked the full power of RSM to make a positive impact on our clients and their businesses.

Technology and global banking, a match made in data heaven

Using an RSM-developed and artificial intelligence-based solution, we have generated a recommendation on internal audit scope. RSM is helping a top-ten U.S. retail bank, serving customers globally, to use the data it has to make faster, more consistent decisions on whether complaints it receives represent areas of emerging risk and should be included in the scope for planning.

Using data from control self-assessments, issues and complaints, we quantified the level of risk using natural language processing (NLP), a clustering model and a rules engine.

With NLP doing the heavy lifting of converting and grouping millions of raw complaints, key topics were standardized to facilitate counting and trending as well as linking to audit units, processes, risks and controls, allowing auditors to quickly identify risk areas. It was a highly successful way to bring efficiency to our client’s business.

Biorepository changes course, and it was no small feat

Sampled—formerly one of the world’s largest academic biorepositories and developer of the first at-home COVID-19 saliva test with emergency use authorization approval—made a strategic decision to carve out from their academic beginnings and form a commercial biorepository.

To accomplish this undertaking, Sampled engaged RSM to design and implement its finance and accounting function as well as manage the operational challenges that came with the formation of the new entity. Through industry knowledge and experience, RSM’s life sciences practice empowered Sampled to scale its business at the speed of change by letting it keep its focus on breakthrough scientific innovations.

Technology’s direct impact on our health

The intersection of industry experience, technical capacity and passion for understanding a customer’s unique set of challenges regarding health equity and patient experience highlights how technology can directly affect lives.

Using enterprise-wide data analytics, RSM has helped Corewell Health to identify and understand what type of experience its patients are having overall and determine performance improvements it can make to enhance the experience. Using a data warehouse solution to harness the many factors affecting the client experience, Corewell could see the whole picture of a patient to understand the variation in patient experience across demographics and background to reduce disparities and increase health equity.

Serving PE clients at every stage

RSM Fund Services+, our bundled fund administration solution, is powered by our passion to solve our clients’ challenges. Our experienced professionals leverage industry-leading technology to help clients simplify their fund management so they can focus confidently on strategy and growth.

We recently worked with Kamylon Holdings, a private equity firm, to optimize its middle- and back-office functions and facilitate its capacity to scale. We ultimately delivered an integrated solution—including fund administration, tax compliance and management company accounting—with an efficient single point of contact.

Our clients see a direct impact from RSM’s industry focus.

“One of the advantages of working with RSM is their experience in life sciences so that we didn't have to explain how our business model was constructed.”

– Robin Grimwood, Co-founder and CEO, Sampled

“Our work with Sampled highlights that when RSM goes to market with industry, we meet our clients where they are and that helps make their goals.”

– John Lanza, National Life Sciences Leader, RSM US LLP

“Utilizing AI in audit planning helps us optimize internal auditor time while still maintaining the risk and control coverage our stakeholders expect.”

– Head of Audit, BI and Analytics, Top-ten U.S. Retail Bank

“The types of innovative tailored solutions we can bring to our clients are exciting. I’m proud that we are not only meeting the needs of our clients but exceeding their expectations.”

– Dominic Henriques, Global Banking Leader, Risk Consulting, RSM US LLP

“RSM is my most trusted [provider] for all things data and analytics.”

– Mike Legg, Senior Vice President, Data and Analytics – Care and Corporate, Corewell Health Systems

“Corewell Health is just one client that’s been positively impacted by our data and analytics solutions. Within our health care practice, it’s all about positioning our clients to increase health equity for patients and this is one way we can help.”

– Carlos Hernandez, National Health Care Leader, RSM US LLP

“We wanted a [firm] to help us solve a critical challenge. The RSM team listened, and were imaginative and highly responsive. They brought together several different teams and systems into a single integrated platform that automates and outsources our back-office functions.” 

– Charles T. Lelon, Chief Executive Officer, Private Equity Firm

“I’m excited about the opportunities we can bring forward to help clients with our Fund Services+ solution. There was a gap in the marketplace for a more holistic solution like this, and I believe this will be transformative for our clients and prospects.”

– Bill Andreoni, Partner, Consulting, RSM US LLP

About the Report

Report Sections

Our culture is a powerful competitive advantage
RSM double downs on commitment to sustainability
Helping our clients and people navigate current challenges while looking to the future
Expanding the impact of diversity and inclusion
Acting as trusted stewards of our communities
A clear focus on environmental sustainability
Portrait of Ty Beasley RSM