As our clients face an increasingly complex global business environment, RSM continues to evolve as a compelling, digital, global organization focused on instilling confidence in a world of change. In fiscal year 2023, we made great strides to increase our impact.
Understanding our clients
Our promise to understand the middle market and individual clients’ industries and business environment is the foundation for every RSM experience and deep client relationships.
RSM’s Client Loyalty Study is one component of an integrated client experience measurement platform that provides in-depth market research to help us understand clients’ needs and expectations in a rapidly changing world. Feedback from more than 2,500 clients and 1,600 nonclients in this year’s survey confirmed many key strengths of the RSM client experience: We are easy to work with, we increase engagement efficiency with digital tools and technologies, we seek to learn about the client, and we have a strong, trusted team.
Increasing our impact
We are proud of these attributes and continue to implement new strategies to learn more and increase our impact.
Being easy to work with – In fall 2022, we rolled out phase 1 of our new enterprise client portal. As we continue our structured onboarding, we anticipate up to 20,000 clients will begin collaborating with their RSM engagement teams and relationship leads through the portal by the end of fiscal 2024 to monitor and manage assurance, tax and consulting engagements all in one place.
Using digital tools and technologies to increase engagement efficiency – RSM is expanding our suite of advanced digital tools and strategic technology relationships. New collaboration tools, such as Suralink, and our proprietary PartnerSightTM, FamilySightTM and CorporateSightTM platforms, help us create a more seamless environment for engagement collaboration, insights into clients’ unique business data, and ongoing interactions between clients and their RSM teams.
Learning more about the client – Our client service approach, market research, client experience measurement, economic and industry thought leadership, and public policy platforms are focused on understanding and guiding our clients through a variety of business concerns. In March, we launched our new RSM Market Insights Community, a virtual network for middle market C-level executives to discuss relevant issues with peers, RSM leaders and subject matter experts; share market intelligence; and inform solutions for issues middle market companies are facing. Executives may register online.
Empowering strong, trusted teams – Our people are empowered to create compelling client experiences by embracing our values, exhibiting our first-choice advisor behaviors, using technology, and developing expertise and insights that help our clients move with both speed and direction toward the future.
