Don’t Just Take Our Word For It

See how community financial institutions are using Lumio to unlock data, improve oversight, and move forward with confidence. Explore customer stories, successes, and measurable outcomes -told directly by the teams making it happen.

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As an early adopter of both SRA Watchtower and Lumio, Matthew noted, "At Primis, we believe customers deserve the best of both worlds — the scale of a big bank and the personal touch of a community bank. With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

Matthew Switzer
Executive Vice President and Chief Financial Officer

"With our asset base growing rapidly, we recognized the need to invest in integrating our established Enterprise Risk Management program into a comprehensive platform. To achieve this, we extensively evaluated market solutions. Our choice to partner with Lumio Solutions was driven by the necessity of a robust risk data repository capable of consolidating data from diverse sources and enabling seamless monitoring of our enterprise risk profile. What truly stood out was how our forward-thinking vision for risk data management closely aligned with Lumio's strategy. The platform allows us to tailor risk attributes to our unique business model, seamlessly connecting our daily activities and risk assessments (RCSAs) with a top-down enterprise risk perspective. By automating risk data ingestion and streamlining reporting for our board, senior leadership, and risk committees, these enhancements empower us to make informed strategic decisions, manage risks within our appetite, and remain focused on our goal of being the most remarkable community bank."

Joel Castaneda
Executive Vice President, Chief Risk Officer

"Implementing Lumio's Risk Suite has been an invaluable platform for the maturity of Rockland Trust’s risk management program. The platform's integrated approach has enhanced our risk management processes, providing us with a clear, comprehensive view of our risk indicators. We can now quickly identify emerging risks, and trends and be more proactive with our risk management strategies. The platform's dynamic reporting capabilities have made it easier to communicate consistent, data-driven risk information to our leadership team and Board. Since adopting Lumio, we have seen improved data quality, enhanced risk governance, reporting efficiency, and overall alignment between our risk and strategic objectives. Lumio is not just a tool for us, it also supports our continued growth and maturity as a risk organization.”

Wesley Dow
Enterprise Risk Strategist & Reporting Manager, Vice President

"We completed due diligence on several companies. The main thing I kept coming back to was the work experience of Lumio's staff. With former regulators and bankers it made sense to me to do business with people who understand the business. As a small bank we are just now beginning the ERM process. This process along with other things we are working on helps set us for the $500mm threshold as well as show our auditors and examiners we are monitoring our risk. My experience in working with the Lumio team and Cathy Jackson has been incredible. Both are professional, knowledgeable and willing to teach."

Robby Harmon, CERP
EVP, Chief Risk & Administration Officer

"First State Bank utilizes Lumio's Risk Suite to monitor our implementation of the strategic plan and to ensure we are remaining within our risk appetite. Lumio has assisted FSB in assessments of our risk profile, allowing the Bank to operate in a safe and sound manner while taking advantage of opportunities for growth. The ability to provide uniform reporting across multiple areas of risk has provided easy to understand reports that assist in identifying trends; resulting in improvements to strategic planning and the development of future risk appetites."

Timothy W. Grooms
Chief Risk Officer

"Union Bank is using Lumio to identify and document risks throughout the organization. Lumio's Risk Suite allows us to easily identify our top risks so that we can focus our energies on our most important priorities. We are still in the process of implementing the tool, but can see that we will be able to track open items and initiatives more efficiently and allow for comprehensive reporting."

Patricia N. Hogan
EVP, Senior Risk Officer, BSA & CRA Officer