Lumio Solutions

Banking on Data Podcast

Business EN ↓ 111 episodes

The Banking on Data podcast is for community bank and credit union leaders who understand that the future of financial services is powered by data.  Hosted by Ed Vincent, CEO of Lumio Solutions, this podcast offers executive-level insights into how financial institutions can leverage business intelligence, data strategy, and advanced analytics to drive performance, manage risk, and unlock growth opportunities. Each episode features conversations with industry leaders, data experts, and financial executives who share practical strategies for building data-centric cultures, navigating regulatory...

Author

Lumio Solutions

Category

Business

Podcast website

www.lumiosolutions.io

Latest episode

Nov 11, 2025

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Episodes

S3 | E3: Part 3 | Using Data as a Strategic Asset With Jeff Fink, Lumio Insights 21.01.2025

In this episode of the Banking on Data  Podcast, Ed Vincent , host of the show and CEO of Lumio, welcomed Jeff Fink from Lumio Insight, back to the show to explore the critical topic of risk mitigation in financial institutions. This third part of their conversation delved into the strategies, technologies, and frameworks that help organizations navigate today’s complex risk landscape. From securi...

S3 | E2: Driving Banking Innovation In 2025 - Insights From Joseph Berry (KBW) 14.01.2025

In this episode of the Banking on Data podcast, Joseph Berry , Co-head of Investment Banking at KBW , joined host Ed Vincent to share his insights into the evolving landscape of banking and FinTech and what will drive innovation in 2025. Joe discussed critical topics ranging from data analytics and customer profitability to the role of mergers and acquisitions (M&A) in driving innovation. List...

S3 | E1: Navigating the 2025 Banking M&A Landscape 07.01.2025

The Season 3 premiere of the Banking on Data Podcast brings a timely and thought-provoking discussion about the rapidly evolving M&A landscape in the banking sector and predictions for 2025. Host Ed Vincent welcomed Joseph Fenech , founder and Chief Information Officer of GenOpp Capital Management , to unpack the trends and strategies shaping this pivotal moment in banking consolidation. The e...

S2 | E52: 2024 Risk Intel Rewind: The Top 10 Episodes You Can’t Miss 17.12.2024

SRA Watchtower's Risk Intel Podcast has become a leading resource for financial institutions and risk professionals seeking actionable insights into enterprise risk management (ERM). Hosted by Ed Vincent , CEO of SRA Watchtower, the podcast covers critical topics such as integrated risk management, data governance, and the role of technology in transforming risk practices. Whether you're...

S2 | E51: Using Data as a Strategic Asset (Part 2) Governance Frameworks 10.12.2024

Season 2 | Ep. 51: Using Data as a Strategic Asset (Part 2) Governance Frameworks Follow us to stay in the know!

S2 | E50: Using Data as a Strategic Asset (Part One) Data Architecture 03.12.2024

In season two's 50th episode of The Risk Intel Podcast , host Ed Vincent , sat down with Jeff Fink, CEO and Co-founder of Lumio Insight , to share his view on the evolving role of data in financial institutions. Drawing on his extensive experience in data management, Jeff outlined how organizations can transform data into a strategic asset, unlocking its full potential to improve customer exp...

S2 | E49: Integrated Risk Management: Leveraging Tools & Frameworks To Tell The Right Story 26.11.2024

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S2 | E48: 2024 Election Insights: The Path Forward for Banks and Fintechs Under Trump’s Presidency 19.11.2024

In this R isk Intel Podcast, Ed Vincent sat down with Ian Moloney , SVP of Policy and Regulatory Affairs, and Hayden Cole , Director of Federal Government Affairs from the American FinTech Council (AFC), to analyze what the 2024 election results mean for financial services regulation, enforcement, and bank-FinTech partnerships. They explored expected regulatory shifts, changes in congressional lea...

S2 | E47: Establishing a Resilient ERM Framework - Insights From Two Seasoned CROs 12.11.2024

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S2 | E46: Strengthening Bank-FinTech Partnerships - Phil Goldfeder, CEO, AFC 05.11.2024

In the latest episode of the Risk Intel Podcast, Phil Goldfeder , CEO of the American Fintech Council (AFC) joined host Ed Vincent to delve into the evolving relationship between banks and fintech firms. Ed and Phil connect on the latest comment letter the AFC submitted in response to the joint Request for Information on Bank-Fintech Arrangements Involving Banking Products and Services Distributed...

S2 | E45: Scary Stories of Risk Management 29.10.2024

Happy Halloween! This special episode of the Risk Intel podcast features scary stories of risk management. Coming from real-life experiences from our team member’s days in banking. Host, Ed Vincent, is joined by Shawn Ryan, Beth Nilles, Niki White, Megan Turcios, Trent Terry, and Cathy Jackson for a series of short spooky stories. Curl up with a nice cider and get ready to hear the dark side of ri...

S2 | E44: Building a Strong Foundation for Risk Reporting 22.10.2024

Effective risk management reporting is essential for decision-making, regulatory compliance, and overall institutional success. Whether you're considering licensing a third-party risk Intelligence solution or building your own reporting framework, understanding key principles and data perspectives will guide you toward a robust, scalable system. Sam Utz, SRA Watchtower Product Analyst joined...

S2 | E43: How to Storm Proof Your ERM Program 15.10.2024

In this episode of Risk Intel, host Ed Vincent , CEO of SRA Watchtower, is joined by Shawn Ryan , CFO of SRA Watchtower, and Niki White , CGO of SRA Watchtower to discuss the importance of natural disaster preparedness within financial institutions. As climate risks grow and on the heels of two back-to-back hurricanes, financial entities must be proactive to help strengthen their risk management f...

S2 | E42: US Agriculture: 2024 Industry Risk Analysis (Part Two) 08.10.2024

In this episode of the Risk Intel podcast, the host of the show and SRA Watchtower’s CEO, Edward Vincent , welcomed Amitabh Bhargava, Senior Managing Director of Credit Portfolio Management for SRA Consulting back to the show to continue the conversation from last week on the recent U.S. Department of Agriculture’s (USDA) 2024 Farm Sector survey released in September 2024. The two discussed the im...

S2 | E41: US Agriculture 2024 Industry Risk Analysis (Part One) 01.10.2024

The U.S. agricultural sector is facing a challenging transition. Following a period of record profitability in 2021 and 2022, the latest USDA 2024 Farm Sector Income Forecast released in September of 2024, projects a continuing decline in farm income. According to Amitabh Bhargava, a seasoned expert in credit risk and portfolio risk management, farm incomes dropped nearly 29% in 2023 and are expec...

S2 | E40: Client-Driven Success: Implementing More Than Software 24.09.2024

In episode 40 of the Risk Intel podcast, host Edward Vincent sat down with Sharon Campbell , VP of Client Services at SRA Watchtower, to explore the evolving role of client services in the SaaS industry. Today’s client services teams do much more than just manage or implement software — they’re instrumental in driving successful client outcomes, integrating risk management solutions, and aligning...

S2 | E39: Client-Driven Success: Client Journey & Engaging Early And Often 17.09.2024

In today’s fast-paced business environment, understand the client journey is more critical than ever. No matter what industry you’re in, understanding how to guide clients through every phase of their experience can make or break your organization’s success. In part two of this Client-Driven Success series of the Risk Intel Podcast, Ed Vincent , CEO of SRA Watchtower, sits down with Sharon Campbel...

S2 | E38: Client-Driven Success: Insights on Building a Client-led Culture 10.09.2024

In this episode of the Risk Intel  podcast , host Edward Vincent sat down with Sharon Campbell , VP of Client Services at SRA Watchtower, to explore the essential components of a successful client-led organization. Sharon’s extensive experience in leading client-facing teams across financial institutions and SaaS organizations positions her as an expert on how businesses can elevate their client s...

S2 | E37: From Stuck to Start: Taking the First Step in Risk Management 03.09.2024

In this episode of the Risk Intel Podcast , SRA Watchtower CEO, Ed Vincent teams up with Niki White , Chief Growth Officer to explore the concept of " starting where you are " in risk management. This discussion sheds light on how organizations can overcome the common paralysis that can come with over-planning and how to take actionable steps toward effective risk management.  Follow us...

S2 | E36: What's The Difference Between GRC and Audit? 27.08.2024

In today's complex financial landscape, effective risk management is critical for the stability and success of any financial institution. Governance, Risk, and Compliance (GRC) teams play a central role in this process, ensuring that organizations are well-protected against potential risks while maintaining compliance with regulatory standards. But how exactly does GRC fit into the broader pi...

S2 | E35: Not All Risks Are Created Equal: Enterprise Risk Management VS Audit 20.08.2024

In this episode of the Risk Intel podcast, host Ed Vincent, invites Niki White, Chief Growth Officer at SRA Watchtower, back to the show to discuss the critical differences between enterprise risk management (ERM) and the audit functions within a financial institution. The discussion centers on the three lines of defense model, a widely recognized framework in risk management. Here’s a breakdown o...

S2 | E34: KRI Reporting and Analytics Consumption 13.08.2024

In this episode of the Risk Intel Podcast , Claire Jordan , SRA Watchtower’s Vice President of Product joins host Ed Vincent to explore the critical role of Key Risk Indicators (KRIs) in enabling risk-informed strategic and operational decisions within financial institutions. The episode dives into the nuances of how different stakeholders consume KRIs and how effective dashboards and reports can...

S2 | E33: Why Quantitative Benchmarks Lead to Actionable Insights 06.08.2024

In the latest Risk Intel Podcast episode, Edward Vincent , CEO of SRA Watchtower, hosts an enlightening discussion with Cathy Jackson , Director of Watchtower Implementation, and Claire Jordan , VP of Product. This episode is a deep dive into best practices for evolving an Enterprise Risk Management (ERM) program, focusing on regulatory guidance, quantitative vs. qualitative metrics, peer data, an...

S2 | E32: Collecting More Timely and Frequent Data 30.07.2024

In this episode of the Risk Intel Podcast , SRA Watchtower CEO Edward Vincent and Cathy Jackson , Director of Watchtower Implementation, delve into the best practices for evolving an Enterprise Risk Management (ERM) program. This insightful conversation covers the historical overview of risk management, the current state and challenges, emerging trends, and the driving forces behind the shift towa...

S2 | E31: Setting the Standard: Building a Baseline of Key Risk Indicators for Financial Institutions 23.07.2024

In this episode of the Risk Intel Podcast, Ed Vincent , host and CEO of SRA Watchtower, invites Cathy Jackson , Director of Watchtower Implementation to the show to delve into the transformative shift in risk management within financial institutions. This discussion is part one of a multi-part series focusing on best practices for enhancing Enterprise Risk Management (ERM) programs or building new...

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