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Resources for the fintech industry

Recorded webinar
March 12, 2025
IPO readiness: Strategies for fintech
Join our webcast for an overview of the initial public offering (IPO) process for fintech and financial service companies.
Read more
Financial servicesFintech
Financial servicesFintech
Article
February 18, 2025
Enhancing third-party risk management for bank-fintech partnerships
Here are key strategies for enhancing third-party risk management for bank-fintech partnerships.
Read more
Financial services
Financial services
Alert
April 24, 2024
Regulating fintech innovation in Budget 2024
Canada’s Budget 2024 introduced some impactful changes to the technology and financial industries including crypto-assets transactions.
Read more
Federal taxFintech
Federal taxFintech
Case study
July 23, 2023
How a large fintech company improved oversight and compliance
Take a detailed look at how a large fintech company achieved independent validation through a SOC report and built trust across its business ecosystem.
Read more
Business risk consultingFintech
Business risk consultingFintech
Outlook
May 09, 2023
The genie is out: Hyper-personalization of financial services products is in
The hyper-personalization of financial services is another way fintechs could affect how traditional companies respond to consumer preferences.
Read more
OutlookFintech
OutlookFintech
Video
May 08, 2023
Accounting for digital assets: Overcoming uncertainty
Todd Briggs, RSM partner and national digital asset audit leader, discusses the accounting space for digital asset companies and its challenges for management.
Watch
Video
May 08, 2023
Digital assets auditing: Challenges for auditors to address
Todd Briggs, RSM partner and national digital asset audit leader, discusses the accounting space for digital asset companies and its challenges for management.
Watch
Video
May 08, 2023
Regulatory clarity and the future of digital assets
Jay Schulman, RSM principal and blockchain and digital assets leader, discusses regulatory clarity around the digital asset ecosystem and what’s to come.
Watch
Recorded webinar
March 12, 2025
IPO readiness: Strategies for fintech
Join our webcast for an overview of the initial public offering (IPO) process for fintech and financial service companies.
Read more
Financial servicesFintech
Financial servicesFintech
Article
February 18, 2025
Enhancing third-party risk management for bank-fintech partnerships
Here are key strategies for enhancing third-party risk management for bank-fintech partnerships.
Read more
Financial services
Financial services
Alert
April 24, 2024
Regulating fintech innovation in Budget 2024
Canada’s Budget 2024 introduced some impactful changes to the technology and financial industries including crypto-assets transactions.
Read more
Federal taxFintech
Federal taxFintech
Case study
July 23, 2023
How a large fintech company improved oversight and compliance
Take a detailed look at how a large fintech company achieved independent validation through a SOC report and built trust across its business ecosystem.
Read more
Business risk consultingFintech
Business risk consultingFintech
Outlook
May 09, 2023
The genie is out: Hyper-personalization of financial services products is in
The hyper-personalization of financial services is another way fintechs could affect how traditional companies respond to consumer preferences.
Read more
OutlookFintech
OutlookFintech
Video
May 08, 2023
Accounting for digital assets: Overcoming uncertainty
Todd Briggs, RSM partner and national digital asset audit leader, discusses the accounting space for digital asset companies and its challenges for management.
Watch
Video
May 08, 2023
Digital assets auditing: Challenges for auditors to address
Todd Briggs, RSM partner and national digital asset audit leader, discusses the accounting space for digital asset companies and its challenges for management.
Watch
Video
May 08, 2023
Regulatory clarity and the future of digital assets
Jay Schulman, RSM principal and blockchain and digital assets leader, discusses regulatory clarity around the digital asset ecosystem and what’s to come.
Watch
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RSM audit, tax and consulting services for fintechs

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Audit and assurance services
RSM Service
Audit and assurance services
RSM’s digital audit and assurance teams provide efficient, high-quality audit services to build trust, instill confidence, and enable smarter decisions for your business.
Learn more
Business tax services
RSM Service
Business tax services
We understand the consequences facing our middle market business clients and feel we’re the ideal fit for your needs.
Learn more
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RSM Catamaran
RSM Service
RSM Catamaran
Welcome to a new way of working with RSM Catamaran – RSM's suite of integrated, outsourced solutions. Learn more about our managed services offerings.
Learn more
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Risk, fraud and cybersecurity solutions
RSM Service
Risk, fraud and cybersecurity solutions
Mitigate organizational risk with holistic governance, compliance, transformation, cybersecurity, and fraud and litigation solutions.
Learn more
RSM professional gesturing
Audit and assurance services
RSM Service
Audit and assurance services
RSM’s digital audit and assurance teams provide efficient, high-quality audit services to build trust, instill confidence, and enable smarter decisions for your business.
Learn more
Business tax services
RSM Service
Business tax services
We understand the consequences facing our middle market business clients and feel we’re the ideal fit for your needs.
Learn more
RSM professional smiling, diverse workers, laptops and people
RSM Catamaran
RSM Service
RSM Catamaran
Welcome to a new way of working with RSM Catamaran – RSM's suite of integrated, outsourced solutions. Learn more about our managed services offerings.
Learn more
blue tablet lock and warning symbol
Risk, fraud and cybersecurity solutions
RSM Service
Risk, fraud and cybersecurity solutions
Mitigate organizational risk with holistic governance, compliance, transformation, cybersecurity, and fraud and litigation solutions.
Learn more
Swipe to view more

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