Advisory Services
Growth creates complexity and complexity slows decision-making while increasing risk. We help you navigate critical decisions by connecting strategy, technology, and risk management into one complete picture. We prioritize what matters most and explain why in straightforward terms, delivering the clarity required for confident action.
When you’re building something special, it helps to have a partner who sees beneath the surface to reveal the opportunities others miss, equipping you to go beyond today’s challenges toward tomorrow’s success.
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We transform complexity so you can take action.
Our deep expertise reveals what lies beneath surface challenges to uncover strategic opportunities others miss.
For more than 35 years, we’ve guided businesses beyond conventional limitations by connecting strategy, technology, and risk management into one clear picture. Our approach illuminates paths forward and equips you to move ahead with decisive confidence.
Mortgage Advisory Services
Our expert mortgage team converts industry challenges into strategic advantages. We uncover opportunities hidden within regulatory requirements, helping you elevate compliance from a checkbox exercise to a competitive edge. We dig deeper to reveal patterns that pave the way for confident decisions and sustainable growth.
Intelligent Automation
We craft precision automation solutions uniquely suited to your business challenges. By connecting deep industry expertise with best-in-class Zoral technology, we create systems that eliminate routine tasks and enhance human capabilities. Our tailored approach ensures you realize meaningful efficiency gains that fuel long-term growth.
Data Analytics
Our insights reveal patterns others miss, backed by mortgage specialists who combine industry expertise with cutting-edge technology. We leverage our RM Analyze and RM Select platforms to uncover opportunities and risks, delivering clear guidance that empowers confident decisions throughout your lending operations.
- RM Analyze
- RM Select
- HMDA Data
- IMB Comp Survey
Risk Advisory & Assurance
We dig deep to uncover insights that enhance reporting quality and operational effectiveness. Our industry specialists anticipate challenges before they emerge and identify opportunities others overlook. By understanding your business at a fundamental level, we deliver guidance that brings clarity to complexity and confidence to your decision-making process.
- Integrated Risk Managament-as-a-Service
- CFPB Oversight Suite:
Readiness Assessments, Audits and Implementations - Risk, Compliance and Regulatory Intelligence (RCRI)
Cybersecurity Services
- vCISO Services
- Penetration Testing
- Incident Response
- Forensics
- Managed Service Ops
Advisory Services
- Internal Controls Over Financial Reporting (ICOFR)
- Servicing & Subservicer Oversight
Risk Assurance Services
- Internal Audit
- Sub-Servicer Oversight
- Fair Lending Assessments
- Consent Order Compliance
- Regulatory Compliance Advisory (Detailed)
- SOC 1/SOC 2 Suite:
Readiness, Audits and Implementations - SOX Readiness, Testing & Remediation
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Technology
Our technology experts blend deep expertise with forward-thinking innovation to solve your most complex IT challenges. We see beyond surface-level symptoms to address root causes, creating solutions that enhance security, streamline operations, and build resilience.
- Cloud Services & Integration
- Patch Management with RM Patch
- Desktop-as-a-Service (DaaS)
Outsourced Accounting
Our financial specialists uncover opportunities others miss by examining the details most overlook. We provide real-time guidance while managing your essential financial operations, elevating routine processes into valuable business intelligence that informs your strategic decisions.
- Accounting and Month-End Close
- Outsourced CFO/Controller Services
- Loan Vision Integration and Implementation
We’ve built enduring relationships with financial institutions, warehouse banks, and private equity firms through our commitment to excellence. Our close connections with regulatory agencies and industry leaders ensure we stay ahead of emerging requirements and provide timely guidance that positions you for success as your industry evolves.
Credit Union & Banking Advisory Services
Banks and Credit Unions face unique challenges in risk management and future preparation. Our team applies insights gained from over 35 years in financial services to spot emerging trends and guide you toward opportunities that others might miss.
Intelligent Automation
Richey May takes a tailored approach to Intelligent Automation, designing and implementing the right automation for your unique business, leveraging the best-in-class Zoral automation platform.
Data Analytics
Our Insights are backed by expert mortgage consultants using industry-leading tools. We use our RM Analyze and RM Select platforms to deliver actionable insights to mortgage lenders.
- RM Analyze
- RM Select
- HMDA Data
- IMB Comp Survey
Risk Advisory & Assurance
We are committed to the success of our clients. We work closely with them to improve not only the quality of their financial reporting, but to improve their operational effectiveness as well. Our teams of experts are highly specialized in the industries we serve, so they understand our clients’ businesses and don’t have to be trained or taught by our clients.
- Integrated Risk Managament-as-a-Service
- CFPB Oversight Suite:
Readiness Assessments, Audits and Implementations - Risk, Compliance and Regulatory Intelligence (RCRI)
Cybersecurity Services
- vCISO Services
- Penetration Testing
- Incident Response
- Forensics
- Managed Service Ops
Advisory Services
- Internal Controls Over Financial Reporting (ICOFR)
- Servicing & Subservicer Oversight
Risk Assurance Services
- Internal Audit
- Sub-Servicer Oversight
- Fair Lending Assessments
- Consent Order Compliance
- Regulatory Compliance Advisory (Detailed)
- SOC 1/SOC 2 Suite:
Readiness, Audits and Implementations - SOX Readiness, Testing & Remediation
Technology
With decades of experience in offering IT and cybsersecurity services, our team is ready to take on your toughest technology challenges.
- Cloud Services & Integration
- Patch Management with RM Patch
- Desktop-as-a-Service (DaaS)
Outsourced Accounting
Our team of highly trained accountants and CPAs delve into your financials to find opportunities between the lines. Beyond accounting, we consult clients in real time as we handle seemingly routine tasks like bill pay, A/R and financials.
- Accounting and Month-End Close
- Outsourced CFO/Controller Services
- Loan Vision Integration and Implementation
We’ve designed our Advisory services to help you navigate complexity and discover growth opportunities within ever-changing regulatory landscapes. Our teams excel at guiding highly-regulated businesses to simplify processes and craft customized approaches that deliver exceptional outcomes for your specific situation.
Media & Entertainment Advisory Services
As certified TPN Accredited Assessors, we help safeguard your creative assets throughout the production lifecycle. We balance robust content security with practical workflow needs, allowing you to meet studio requirements while maintaining creative momentum. Our solutions address every touchpoint—from scripts and workspaces to digital assets and cloud infrastructure.
Technology
Our certified TPN experts safeguard your creative content at every touchpoint. We architect secure systems that protect your intellectual property while maintaining the workflow flexibility creative teams need. Our solutions—from cloud migration to desktop virtualization—defend against emerging threats while ensuring seamless collaboration throughout the production lifecycle.
Partners
We have partnered with best-in-class providers for technology services. Our team has certifications and experience in the platforms you use.
- Oracle
- Microsoft
- GCP
- Tahema
- Google Cloud
- Amazon AWS
Risk Advisory & Assurance
We understand the unique demands of protecting creative content against rapidly evolving threats. Our specialists speak your language and recognize the specific security challenges of production environments. We develop tailored solutions that safeguard intellectual property while enhancing creative workflow efficiency. Our industry-focused approach means we come prepared with relevant expertise from day one.
Risk Assurance
- Integrated Risk Management-as-a-Service
- Risk, Compliance and Regulatory Intelligence (RCRI)
Cybersecurity
- Concierge Suite of Penetration Testing and Trusted Partner Network Services, including TPN Readiness, Audits and Implementations
- vCISO
- Incident Response
Outsourced Accounting
Our highly trained CPAs and accountants delve into your financials to find growth opportunities between the lines. We can develop customized accounting, bill pay, A/R and financials for M&E companies large and small.