Consulting breakthroughs from strategy to scale

A year of innovation, integration and global reach
RSM US male professional is smiling, wearing a white short-sleeve polo shirt

With the launch of transformative solutions and the expansion of our global footprint, 2025 marked a defining chapter in RSM’s journey toward lasting client value and operational excellence. It was a year of meaningful progress for RSM consulting, underscored by the evolution of our strategy and a clear trajectory toward long-term success.

Introducing RSM Catamaran

Among our standout achievements was the launch of RSM Catamaran, a dynamic suite of outsourced solutions designed to transform our clients’ core business functions. RSM Catamaran offers a modern, integrated, industry-focused suite of scalable offerings—solutions that help enable our clients to harness the efficiency of technology to deliver back-office functions such as finance, tax, IT, risk and human resources. These offerings transform core business functions, providing significant value to clients while keeping operational costs in check. The early impact has been tangible—from improved risk mitigation to more streamlined infrastructure management.

Driving operational excellence

Throughout fiscal year 2025, we remained focused on raising the bar for operational excellence. By refining internal processes and embracing industry best practices, we strengthened both our own efficiency and the quality of service our clients receive. The rollout of a more unified, integrated delivery model, along with the alignment of similarly focused practices, created a consistent client experience that continues to earn positive feedback. We also made significant strides in our integrated go-to-market and delivery models, enabling RSM to better align talent with opportunity while staying ahead of industry shifts.

Client-centric innovation

At the heart of everything we do is our commitment to our clients. This year, we deepened relationships by staying closely attuned to clients’ evolving needs, increasing satisfaction, boosting loyalty and continuing partnerships. Innovation remained a key priority, and in FY 2025 our consulting teams continued to push the envelope with digital transformation, leveraging solutions powered by emerging technologies such as AI and automation.

We have continued to invest heavily in these areas, forging a strategic partnership with Gartner to shape our AI roadmap. We are confident this partnership will position RSM for even greater innovation that will drive client success and create recurring revenue opportunities for the firm.  Continuously evolving our data strategy remains a foundational pillar of our transformation journey. We are actively exploring innovative ways to harness emerging technologies and advanced analytics to unlock deeper, more actionable insights for our clients—empowering smarter decision making, greater personalization and measurable business value.

Expanding our global footprint through people and partnerships

As RSM consulting continues to grow, expanding our global reach remains a key priority—both in how we serve clients and how we build our teams. The announcement of the planned merger of RSM UK and RSM US in October 2024 marked a major milestone for the firm, positioning us to accelerate cross-border collaboration and deliver more integrated, responsive support to organizations navigating today’s complex global landscape.

Our global team now includes nearly 5,900 full-time consulting professionals worldwide, with 14% based in India and El Salvador. This scale reflects our strategic investment in building diverse, high-performing teams that bring deep regional knowledge and a shared commitment to excellence. By fostering a culture of continuous learning, career development and adaptability, we’re not only strengthening client engagement, we’re positioning RSM to lead with confidence in a fast-changing world.

Farmers & Merchants Savings Bank

Focusing on strengths, outsourcing IT to RSM

For F&M Bank, success comes from knowing where to focus. “We’re bankers, not tech experts,” says Deb Worm, vice president of the Manchester, Iowa-based firm. “Outsourcing IT to RSM means we can concentrate on what we do best, while they handle cybersecurity, disaster recovery and compliance.”

Founded in 1925, F&M now operates seven branches across Iowa and Minnesota with about 100 employees. A few years ago, the bank partnered with RSM US LLP for managed IT services through its FIT-as-a-Service platform. This all-in-one solution provides IT management, cloud infrastructure, compliance support and a virtual chief information officer.

“RSM brings insight we wouldn’t have had on our own,” Worm adds. “They keep us ahead of issues and offer guidance we trust.”

Nate Dunn, F&M president and CEO, agrees. “The amount of resources that RSM has available is something a small community bank could never imagine replicating,” he says.

The executives note that the impact has gone beyond IT. With RSM managing the tech stack, F&M has been able to retain talent by allowing their team to focus on high-value work. Meanwhile, the virtual CIO helped the bank unify operations and IT, stabilizing its budget.

RSM also provided valuable support during vendor negotiations, helping F&M save significantly on contracts and upgraded systems to improve the customer experience.

“Our relationship with RSM has flourished over the years, and the communication has been wonderful,” Dunn says. “We have peace of mind that no matter what happens, we have their experience and knowledge to help us navigate the next step.”

Looking ahead, Dunn says RSM’s influence will only grow. “We’ve built a strong relationship and having them in our corner gives us real peace of mind.”