Cathy makes sure Lumio clients have a great experience from implementation onward — not just learning the tool, but understanding what the data means for their risk picture. She trains and supports new users early, because if they don’t see the tool’s value fast, they’ll look elsewhere.
VP Client Services
Cathy Jackson
A client-services veteran with nearly 40 years of banking operations and compliance leadership, driving seamless customer information processing and audit excellence.
Client Services
With Lumio since March 2016
Hampton Roads, Virginia
"Success is driven by how well you identify and manage risk."
What I do for banks
She spent more than 40 years in banking — much of it in C-suite and executive leadership —before joining Lumio’s predecessor, SRA, through a consulting engagement, later converting to a full-time employee, and with Lumio itself since March 2016. Since then, her role has shifted from pure consulting toward improving the software itself and leading a team, something she says she never expected to do.
A few human things
What’s the hardest part of your job that nobody sees?
Switching from client to client and keeping their individual story straight — the tools help, but the personal connection is what matters most.
Tell us about a moment at Lumio where you thought, this actually matters.
It’s when a brand-new chief risk officer starts to buy in and speak the language of risk — watching that click for someone is huge. At the end of the day, it’s about helping banks tell their risk story.
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