RSM Client Portal
Case studies
Kieran Jones
Our Client Portal helped a government client securely collect and share their extensive data, accessing valuable insights through a streamlined digital experience.
Kieran Jones
Consulting Director
The challenge
A government client needed a secure, straightforward way to share large volumes of data and receive clear, meaningful insight in return. They wanted to cut down administrative effort, avoid using multiple third-party platforms and keep their sensitive information fully protected.
How the RSM Client Portal helped
The Client Portal gave the client a single, secure space to upload and exchange extensive datasets without relying on external tools. It also enabled them to build an easy-to-use dashboard so they could explore and understand their information quickly. This made the whole process clearer, reduced repeated work and kept everything in one protected space.
The Result
The client benefited from a simpler, faster and more secure way of collaborating. Third-party platform costs were removed, data-sharing became seamless and the time required to coordinate exchanges decreased significantly. And because the Client Portal continues to evolve, the experience will adapt alongside their needs, ensuring they always have access to a modern, efficient and insight-driven digital solution.
The challenge
BrightBridge wanted to present a live, interactive data analytics dashboard to several prospective investors simultaneously. They needed a clear and secure way to share this information without juggling multiple tools or repeatedly sending sensitive files back and forth.
How the RSM Client Portal helped
Our Client Portal gave BrightBridge a single, secure space to host their interactive dashboard. Multiple bidders could access it in real time, allowing each investor to explore the data confidently and consistently. The Client Portal made the process smooth, transparent and secure, exactly what BrightBridge needed during a high-stakes investment round.
The Result
This streamlined, digital first approach helped BrightBridge stand out. The ease, clarity and professionalism of the experience contributed to a successful investment from FPE Capital, positioning BrightBridge and RSM as forward-thinking, digitally intelligent businesses.
