Banking on Data
by Lumio Solutions
Latest episode
The Loan Sorter | Start Small, from Banking on Data S4E3
The Loan Sorter | Start Small, from Banking on Data S4E3
About this podcast
Banking on Data is a podcast for community bank leaders thinking about what comes next.
Host Ed Vincent, CEO of Lumio Solutions, sits down with executives, analysts, and industry voices for candid conversations about the questions facing community institutions right now: where competition is really coming from, how to make confident decisions from data you trust, and how to modernize without losing the relationships that set community banking apart.
Plainspoken, practical, and free of hype — real conversations about the future of the industry, and what it takes to meet it.
Learn more at www.lumiosolutions.io
Episodes
The newest 20 of 116 episodes
- The Loan Sorter | Start Small, from Banking on Data S4E3 · 3 minBefore an underwriter ever sees a file, someone has to check it against requirements and chase down what's missing — a manual process that happens at most banks every day. Ted…
- The Data Anonymizer | Start Small, from Banking on Data S4E3 · 3 minBefore a bank can test a new vendor or tool, someone has to anonymize the sample data first — a process that normally takes days. Dave Macolino and Ted Gibson of Shore Group…
- S4 | E3: The Future of Community Banking - Why AI Isn't the Only Lever · 30 minEveryone's asking what community banks are doing about AI. In this Banking on Data conversation, Ed Vincent and Dave Macolino, President & COO of Shore Group Associates, make the…
- S4 | E2: Trust, Reliability, Cadence, Consistency: What Makes a Bank a Bank in 2026 · 30 min · Season 4 Episode 2The competitive landscape for community banks hasn't just shifted — it's already changed. The real question is whether institutions still understand what makes them valuable in…
- S4 | E1: The Future of Community Banking: What Banks Must Do to Compete, with KBW's Joe Berry · 42 min · Season 4 Episode 1In this episode of Banking on Data, Lumio CEO Ed Vincent sits down with Joe Berry, Co-Head of Investment Banking at KBW, to discuss the forces reshaping community banking. From…
- S3 | E28: Data-Driven Growth: Empowering Frontline Teams with Actionable Insights · 39 min · Season 3 Episode 28Community banks have always excelled at building relationships. But in a market driven by data, relationships alone aren’t enough. The next wave of growth in banking depends on…
- S3 | E27: AI Starts with Data: Why Governance Is Your First Step · 39 min · Season 3 Episode 27Artificial intelligence is the hottest topic in banking right now. Every conference, article, and C-suite conversation seems to circle back to AI’s potential for community…
- S3 | E26: Building a Cyber Risk Playbook for the Post-CAT World · 17 min · Season 3 Episode 26Cybersecurity is evolving faster than many community banks and credit unions can keep pace with. With the retirement of the FFIEC Cybersecurity Assessment Tool (CAT) on August…
- S3 | E25: Responsible Innovation: How Fintechs & Banks Can Align for the Future · 28 min · Season 3 Episode 25What happens when innovation outpaces regulation - and when community banks must adapt to a world moving faster than ever before? In this episode of Banking on Data, Host Ed…
- S3 | E24: AI Oversight: Why Program Risk Assessment Is Essential · 11 min · Season 3 Episode 24Artificial intelligence (AI) is moving faster than any other technology banks have seen before. From fraud detection to lending platforms, AI is being embedded in nearly every…
- S3 | E23: How Community Financial Institutions Can Build a Responsible AI Approach · 19 min · Season 3 Episode 23Artificial intelligence (AI) is no longer just a buzzword in financial services. From lending to fraud detection to customer service, AI is steadily finding its way into…
- S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk · 27 min · Season 3 Episode 22In this episode of The Banking on Data Podcast, Ed Vincent welcomes back Craig Hartman, founder and CEO of Plansmith, along with Christine Lake, Plansmith’s Chief Strategy…
- S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk · 19 min · Season 3 Episode 21In Part 2 of our Banking on Data podcast series with our partners at Plansmith, Edward Vincent welcomed back Craig Hartman, Chairman and CEO of Plansmith, to explore a question…
- S3 | E20: Mind The Gap (PT1) What Does Execution Risk Really Mean For Banks? · 27 min · Season 3 Episode 20In this Banking on Data podcast, host Edward Vincent invited Craig Hartman, the Chairman and CEO of Plansmith, on to the show for a compelling three-part series on a topic…
- S3 | E19: Cyber Risk in Focus: The Regulatory Shift and What It Means for You · 29 min · Season 3 Episode 19The Banking on Data podcast welcomed back Josh Magri, CEO of the Cyber Risk Institute (CRI), for a timely Part 2 conversation focused on the evolving cybersecurity regulatory…
- S3 | E18: Cyber Risk in Focus Evolving Threats and the Sunset of the CAT Tool · 27 min · Season 3 Episode 18The cybersecurity landscape is changing fast. And for financial institutions, one of the biggest shifts on the horizon is the sunsetting of the FFIEC Cybersecurity Assessment…
- S3 | E17: Putting Data Strategy Into Action: From Whiteboard to Real-World Impact · 19 min · Season 3 Episode 17Organizations across the financial sector are investing more time and energy into data strategy, but many still struggle to move from planning to execution. In this episode of…
- S3 | E16: The Data Strategy Divide: Why Reports Aren’t Enough · 12 min · Season 3 Episode 16Ed Vincent, host of the Banking on Data Podcast, welcomed Jeff Fink back to the show for part three of their Data Strategy Series. This week's insightful conversation dives deep…
- S3 | E15: Defining A Data Strategy: What a Data Strategy is - and Isn’t · 9 min · Season 3 Episode 15In this episode of the Banking on Data Podcast, Ed Vincent welcomes back Lumio’s Chief Product Officer, Jeff Fink, to kick off a multipart series on creating a data strategy. A…
- S3 | E14: How to Start a Data Strategy From Nothing: Make the Mind Shift From Stuck To Start · 28 min · Season 3 Episode 14For many community banks, embarking on a data strategy can feel like an overwhelming endeavor. Limited resources, small teams, and the misconception that “big data” is only for…
