Lumio and Revio Insight Partner to Help Banks and Credit Unions Spot and Win Back Business Leaving for Competitors
Partnership turns unseen competitive activity into actionable insights, so banks and credit unions can protect and grow relationships.
AUSTIN, Texas, [November 18, 2025] — Revio Insight, the Relationship and Growth Intelligence Platform that reveals where customers and members are also banking, borrowing, and investing, and Lumio Solutions (Lumio), the Holistic Risk and Business Intelligence Platform for community financial institutions, today announced a strategic partnership. The partnership enables banks and credit unions to spot business leaving for competitors and take timely action to win it back.
Industry research from Cornerstone Advisors shows that many community financial institutions still lack a unified view of customer and member relationships. Most financial institutions rely on CRMs, dashboards, and core systems that only show what customers and members do inside their institution, leaving institutions blind to their customers' and members' broader financial lives and unaware when deposits, loans, or payments move to competitors. That internal visibility is essential but incomplete. Revio Insight reveals the external half of the relationship, showing where customers are also banking, borrowing, and investing, so institutions can finally see the full picture.
Through this partnership, Lumio brings together the institution’s governed internal data and risk-informed performance metrics, while Revio Insight adds competitive intelligence and wallet-share analytics from outside the institution. The result is a single, connected view of every relationship that helps banks and credit unions identify risks sooner, uncover growth opportunities faster, and take confident action to protect and expand relationships.
“Community financial institutions have built incredible trust with their customers and members, but they’re competing against megabanks and fintechs that see the full picture and are investing billions in technology and AI to build an almost untouchable advantage,” said Brian Bauer, Chief Executive Officer at Revio Insight.“ This partnership helps level that playing field. By connecting Lumio’s internal intelligence with Revio Insight’s external visibility, we give banks and credit unions the power to see the whole relationship and grow with confidence.”
By integrating Revio Insight’s visibility into where customers and members are moving funds, opening credit lines, or investing assets with Lumio’s data and risk intelligence capabilities, community institutions gain a connected view of financial behavior across providers. This insight helps banks and credit unions proactively strengthen cross-sell strategies, detect risk earlier, and prioritize the highest-value growth opportunities.
“Modern banking runs on intelligence and a solid data governance foundation,” said Edward Vincent, Chief Executive Officer at Lumio Solutions. “Revio Insight extends Lumio’s intelligence layer beyond the institution’s walls, giving community banks and credit unions the tools to protect deposits, grow relationships, and compete on their own terms. This partnership reinforces our commitment to equip CFIs with the data needed to enact risk-informed decisions.”
About Revio Insight
Revio Insight is a Relationship and Growth Intelligence platform that reveals where bank customers and credit union members are also banking, investing, and borrowing. The platform helps institutions stop deposit leakage, expand wallet share, and strengthen primacy by unlocking visibility into competitor relationships. It turns core and transaction data into actionable insights, giving frontline bankers and executives the clarity they need to unlock productivity. Learn more at www.revioinsight.com
About Lumio Solutions
Lumio Solutions delivers risk-informed business intelligence to community financial institutions, helping leaders spend less time wrangling data and more time serving customers and members. Formed through the strategic combination of SRA Watchtower and Lumio Insight, Lumio unifies risk and business intelligence into a purpose-built, AI-powered system of action for CFOs, CROs, credit officers, and institutional leaders. Learn more at lumiosolutions.io
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