RSM Unveils $1 Billion Technology Investment to Revolutionize AI Strategy and Client Solutions
On June 9, 2025, RSM US LLP, a prominent provider of assurance, tax, and consulting services tailored primarily for the middle market, made a groundbreaking announcement: they are investing $1 billion over the next three years to significantly expand their artificial intelligence (AI) strategy. This strategic move is aimed at accelerating innovation and delivering transformative value, not only for their clientele but also for the company’s internal professionals.
The cornerstone of this initiative is the integration of agentic AI technologies—intelligent systems designed to autonomously perform complex tasks alongside human counterparts. By seamlessly embedding these platforms into RSM's operations, the firm aims to enhance efficiency and empower its professionals to deliver solutions that are not only faster and smarter but also of higher quality. This evolution promises to advance client outcomes systematically while reinforcing RSM's ongoing commitment to innovation and a digitally enabling workforce.
Global Scale and Future Readiness
Backed by significant global resources, RSM's investment aligns with their preparations for a forthcoming transatlantic merger. This merger is set to create a partner-owned multinational organization that will span several countries, including the U.S., UK, Canada, Ireland, India, and El Salvador. With 23,000 professionals and a remarkable $5 billion in combined annual revenue, this strategic investment and merger reinforce RSM's dedication to digital leadership. It positions them to lead the charge in AI innovation, redefining how they assist the middle market in overcoming complex challenges and seizing emerging opportunities.
Shaping the Middle Market's Future through AI
Brian Becker, managing partner and CEO of RSM US LLP, stated, "AI continues to be a strategic imperative for RSM, and our significant investment enables us to move decisively from exploration to execution, driving real outcomes for our people and our clients through responsible, business-led solutions." This statement underscores RSM’s intent not only to adopt new technologies but to fundamentally transform the value they offer, intertwining deeper insights and agile methodologies with a staunch focus on quality and impact.
To realize this vision, RSM will undertake a range of strategic investments over the coming three years. These key initiatives comprise:
1. Developing industry-specific AI tools and nurturing talent suited for AI.
2. Fully integrating agentic AI within RSM's assurance, tax, and consulting services to optimize operational performance and fuel client growth.
3. Empowering RSM's talent with AI tools that promote productivity and foster professional growth while accelerating the delivery of innovative solutions.
4. Expanding AI-driven solutions throughout the entire client lifecycle to enhance their overall service experience.
Sergio de la Fe, RSM US LLP's enterprise digital leader and partner, expressed that this $1 billion investment fosters groundbreaking innovation aimed at empowering both their talent and clients to achieve unprecedented performance levels. He reiterated that this commitment to a digital-first strategy marks the beginning of an evolving journey that will continue well beyond this initial financial endeavor.
Building on Established AI Foundations
RSM's strategy is rooted in the development of specialized workflows that will enable their professionals to effectively use AI agents and capabilities. These workflows will be seamlessly designed to integrate into existing practices, driving improvements in quality and efficiency while delivering substantial value to clients and internal teams alike.
RSM’s well-established AI capabilities already showcase their potential through enhanced insights and outcomes delivered to their clients. For example:
Leading AI Innovation for Growth
With a rich advisory background, RSM is strategically positioned to drive significant growth by merging human insights with advanced AI technology. Their initiatives are already yielding substantial improvements for clients in operational efficiency and decision-making. Noteworthy client engagements include:
Strengthening Strategic Alliances
RSM’s AI strategy is bolstered by collaborations with significant technology providers such as Microsoft, which supports RSM’s AI-enabled platforms, enhancing collaboration and workflow automation. Other partnerships include collaborations with Additive and Blue J, aiding RSM in optimizing tax document processing and improving research efficiency respectively.
Nurturing Talent and Fostering Innovation
Central to RSM’s AI strategy is their AI Center of Excellence, which governs solution development and ensures responsible innovation across the firm. RSM also hosts an annual festival, Next Wave, focusing on empowering employees to adopt AI tools, enhancing their decision-making capabilities and service delivery to clients.
As RSM looks to the future, they recognize AI’s potential as a crucial driver for businesses aiming to remain competitive in a rapidly changing environment. With a visionary roadmap guiding their strategy, RSM is determined to not only advance their own operations but also to empower clients in achieving greater success with their innovative, AI-powered solutions.
To explore more about RSM’s AI endeavors, great solutions, and how they can facilitate your business's growth, check out their website.
The cornerstone of this initiative is the integration of agentic AI technologies—intelligent systems designed to autonomously perform complex tasks alongside human counterparts. By seamlessly embedding these platforms into RSM's operations, the firm aims to enhance efficiency and empower its professionals to deliver solutions that are not only faster and smarter but also of higher quality. This evolution promises to advance client outcomes systematically while reinforcing RSM's ongoing commitment to innovation and a digitally enabling workforce.
Global Scale and Future Readiness
Backed by significant global resources, RSM's investment aligns with their preparations for a forthcoming transatlantic merger. This merger is set to create a partner-owned multinational organization that will span several countries, including the U.S., UK, Canada, Ireland, India, and El Salvador. With 23,000 professionals and a remarkable $5 billion in combined annual revenue, this strategic investment and merger reinforce RSM's dedication to digital leadership. It positions them to lead the charge in AI innovation, redefining how they assist the middle market in overcoming complex challenges and seizing emerging opportunities.
Shaping the Middle Market's Future through AI
Brian Becker, managing partner and CEO of RSM US LLP, stated, "AI continues to be a strategic imperative for RSM, and our significant investment enables us to move decisively from exploration to execution, driving real outcomes for our people and our clients through responsible, business-led solutions." This statement underscores RSM’s intent not only to adopt new technologies but to fundamentally transform the value they offer, intertwining deeper insights and agile methodologies with a staunch focus on quality and impact.
To realize this vision, RSM will undertake a range of strategic investments over the coming three years. These key initiatives comprise:
1. Developing industry-specific AI tools and nurturing talent suited for AI.
2. Fully integrating agentic AI within RSM's assurance, tax, and consulting services to optimize operational performance and fuel client growth.
3. Empowering RSM's talent with AI tools that promote productivity and foster professional growth while accelerating the delivery of innovative solutions.
4. Expanding AI-driven solutions throughout the entire client lifecycle to enhance their overall service experience.
Sergio de la Fe, RSM US LLP's enterprise digital leader and partner, expressed that this $1 billion investment fosters groundbreaking innovation aimed at empowering both their talent and clients to achieve unprecedented performance levels. He reiterated that this commitment to a digital-first strategy marks the beginning of an evolving journey that will continue well beyond this initial financial endeavor.
Building on Established AI Foundations
RSM's strategy is rooted in the development of specialized workflows that will enable their professionals to effectively use AI agents and capabilities. These workflows will be seamlessly designed to integrate into existing practices, driving improvements in quality and efficiency while delivering substantial value to clients and internal teams alike.
RSM’s well-established AI capabilities already showcase their potential through enhanced insights and outcomes delivered to their clients. For example:
- - myRSM Tax: Utilizing AI tools like K-1 extraction, it automates tax workflows, increases accuracy, and provides real-time results.
- - RSM Luca: A digital ecosystem leveraging AI to automate routine auditing tasks and analyze complex data sets, enhancing overall audit quality.
- - RSM Atlas: An advanced compliance system that leverages AI to cut down manual workloads significantly, reflecting a commitment to ethical compliance practices.
- - DASH: An AI-enabled platform that efficiently analyzes and summarizes client requests, optimizing responses and improving the support process.
Leading AI Innovation for Growth
With a rich advisory background, RSM is strategically positioned to drive significant growth by merging human insights with advanced AI technology. Their initiatives are already yielding substantial improvements for clients in operational efficiency and decision-making. Noteworthy client engagements include:
- - Collaborating with the City of Kelowna on an extensive AI strategy, leading to the establishment of a generative AI-powered assistant that streamlines building permit processes.
- - Assisting a medium-sized municipality in Ontario with developing an AI agent for building codes, improving accessibility and compliance within city services.
- - Partnering with Tyler Technologies to enhance their analytics capabilities, allowing for improved data-driven decisions.
Strengthening Strategic Alliances
RSM’s AI strategy is bolstered by collaborations with significant technology providers such as Microsoft, which supports RSM’s AI-enabled platforms, enhancing collaboration and workflow automation. Other partnerships include collaborations with Additive and Blue J, aiding RSM in optimizing tax document processing and improving research efficiency respectively.
Nurturing Talent and Fostering Innovation
Central to RSM’s AI strategy is their AI Center of Excellence, which governs solution development and ensures responsible innovation across the firm. RSM also hosts an annual festival, Next Wave, focusing on empowering employees to adopt AI tools, enhancing their decision-making capabilities and service delivery to clients.
As RSM looks to the future, they recognize AI’s potential as a crucial driver for businesses aiming to remain competitive in a rapidly changing environment. With a visionary roadmap guiding their strategy, RSM is determined to not only advance their own operations but also to empower clients in achieving greater success with their innovative, AI-powered solutions.
To explore more about RSM’s AI endeavors, great solutions, and how they can facilitate your business's growth, check out their website.
Topics Business Technology）
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