Lumio® Insight Suite
Business Intelligence for Community Financial Institutions
Lumio's Insight Suite offers data analytics, dashboarding, and reporting capabilities that help uncover valuable insight with simple, powerful, and intuitive tools.
Maximize Your Return
on Data Assets
From insights to actionable strategies, accelerate your decision-making process and drive more value from your data assets.
Integrate with Systems
You’re Using Today
Overcome integration challenges and eliminate fragmented data views, ensuring seamless integration of data sources for holistic insights.
Leverage Insight
Experts
More than onboarding support - our experts guide your team through every step of data strategy execution to drive real results.
A Modular Approach to Data Analytics
Our suite of products can be purchased individually, in bundles or licensed separately. Configure your data strategy and purchase only the insight apps that address the needs of your unique institution, giving you the control to solve specific challenges and enhance the customer experience.
Deposit Insight
Understanding the nuances of your institution's deposit portfolio is essential to giving executives, managers, and front-line staff the information required to manage the bank and provide superior customer service.
✓ Core Deposit Analysis
✓ New Account Analysis
✓ NSF Analysis
✓ Balance Change Analysis
✓ Deposit Movement
✓ Account Search
Loan Insight
So, you’re swimming in an abundance of data…now what? Our loan insight takes core and other source data and transforms them into detailed visuals that reveal trends, outliers, and comparative information to help your bank manage essential business.
✓ Portfolio Dashboard
✓ Delinquency Dashboard
✓ Collections Effectiveness
✓ Product Level Report
Customer Insight
Our customer insight approach is designed to give banks visibility into the complete customer relationship. Using aggregate data from various touch points, banking staff are given the power to view and understand the make-up of their consumer and how to best serve them.
✓ Segmentation Summary
✓ Avg
✓ Loans to Deposits
✓ Avg Number of Products Consumer / Commercial Customers Map
✓ Prospects Map
Financial Insight
Gain on-demand financial data and reporting needed to make informed financial decisions. Financial insight provides your team with the tools needed to track key metrics, measure real-time performance, and identify areas for strategic growth.
✓ Executive Dashboard
✓ Financial Ratios Dashboard
✓ Actual vs. Budget Dashboard
✓ Balance Sheet Reports
✓ Income Statement Reports
Risk Insight
Coming soon! Achieve a holistic view of risk across all areas of your operations with comprehensive data and intuitive visualizations. Risk Insight delivers actionable information to help you stay ahead of potential threats, optimize your risk strategies, and make informed decisions that drive business resilience.
✓ Holistic Risk Summary Dashboard
✓ Risk-Rated to Total Attribute Trends
✓ Risk Improvement Activities
✓ Key Risk Indicator Analysis
✓ KPI Performance Trends
Data Delivered Your Way
The Lumio Advantage: Empowering Community FIs to Leverage Their Most Strategic Asset... Data
Scalable
Configurability
Clients are not limited to a set of fixed dashboards
Broader
Integrations
Beyond core data, Lumio integrates with GL and other ancillary sources
Excel-accessible
Data Models
True self-service offering, no waiting for IT
Deeper Partnership Model
Expert led guidance + direct input to our roadmap
Unlock Tailored Reporting
for Smarter Decision-Making
Flexible, Personalized Reporting to Meet Your Community Financial Institution's Unique Needs
Flexible, Personalized Reporting
Lumio delivers reporting that adapts to your institution's goals and workflows. Unlike rigid "one-size-fits-all" solutions, our platform offers flexibility, giving you the control to generate insights tailored to your team’s needs.
Tailored Reports from Day One
From implementation onwards, we align our reporting with your priorities. In close collaboration with your team, we configure reports to kickstart your journey. As your needs evolve, Lumio grows with you, incorporating feedback to refine and expand our reporting capabilities.
A Dual Approach: Packaged Reports + Excel Agility
Whether you need ready-made reports for high-level trends or the agility of Excel for deep dives, Lumio gives you both. Our dynamic reports offer speed and ease, while Excel integration provides the flexibility to tailor insights exactly your way.
Self-Service Excel Integration
Leverage Lumio’s live Excel integration for seamless access to data. No complex BI tools required, just Excel drag-and-drop functionality. Create unlimited reports, visualizations, and explore your data, always working with the latest insights. . No SQL, no BI tool training - just Excel, enhanced.
Reseller Partners
Interested in integrating Lumio’s unique modular components as part of your financial technology solution? Lumio can be embedded into your solution to help you better serve your clients. Contact us to learn about partnership opportunities.
Frequently asked questions
Discover how Lumio empowers your team with risk-informed business intelligence. Browse our most common questions to learn about our Insight Suite's unique features, rapid onboarding process, and enterprise-grade support. When you’re ready, click “Get started” to begin your journey.
What can Lumio Financial Insight do for our finance team?
Financial Insight helps CFOs, controllers, and finance teams streamline reporting and gain clarity across their general ledger, balance sheet, and income statement. With interactive dashboards, variance analysis, and drill-down views of account-level data, you can monitor performance in real time, compare actuals to budget, and make informed decisions based on data-driven financial insights.
How does Lumio Loan Insight improve loan portfolio management?
Loan Insight equips lending and credit teams with dynamic dashboards that visualize performance, risk trends, delinquencies, and loan concentrations. Whether tracking originations, segmenting portfolios, or managing risk exposure, the platform enables granular analysis at the product, branch, or customer level—turning loan data into actionable strategies for growth and credit quality.
How does Lumio Deposit Insight help manage deposit performance?
Deposit Insight offers real-time visibility into deposit balances, account activity, and customer behavior. Financial institutions use it to track core deposits, new account trends, balance changes, and NSF activity—enabling better branch performance oversight, liquidity forecasting, and targeted customer outreach through flexible dashboards and account-level detail.
What insights can Lumio Customer Insight provide about customers?
Customer Insight delivers a complete picture of your customer base with segmentation tools, demographic maps, and relationship analytics. Marketing, retail, and strategy teams use it to uncover upsell opportunities, measure engagement, and tailor experiences by age group, location, or behavior—empowering more personalized, data-informed customer strategies.
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