Aaron Donaldson
Principal
RSM US
Bio
Aaron Donaldson, Principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting. In addition, Aaron works extensively with clients needing real-world advice and assistance regarding their business needs, security requirements and organizational constraints, and he excels in finding a way to ensure success. With a strong background in financial institution operations, technology and risk management, and digital transformation, Aaron brings a fresh, often creative approach to complex challenges across industries and disciplines.
BREAKOUT SESSION
Accelerating Member Adoption through Microsoft tools and technologies
Many Financial Services organizations are utilizing Microsoft 365 tools for email, document collaboration and communication in a secure manner. Fully adopting and planning for the use of Microsoft 365 and Artificial Intelligence (AI) can be challenging and enhancing the member experience is often forgotten.
Focusing on the integration of Microsoft 365 tools, a unique combination of services with the digital expertise utilizing platforms like Copilot, Teams, SharePoint, OneDrive, and the security and compliance aspects of Microsoft 365 allows for organizations to develop a unique member experience with these tools working together
RSM US
