Why Lumio®?
Empowering Community Financial Institutions
to Leverage Their Most Strategic Asset - Data
Lumio is a cloud-based data management and analytics platform, designed to help community financial institutions automate, understand, and act on their data.
Automate.
Eliminate manual processes and reduce errors using data integration and workflow automation services.
Understand.
Gain understanding from insightful information refreshed daily, along with fractional use of our Insight Experts.
Act.
Act faster as revenue-generating and cost-saving opportunities are presented in almost real-time.
Why Lumio Solutions?
Say goodbye to rigid dashboards, slow implementations, and core-centric limitations
Expert Led Delivery
Launch in weeks, not months. Our hands-on implementation process ensures a smooth rollout with clear ROI and measurable impact.
Actionable Insights From Day One
Tired of waiting? Gain institution-specific reports from the start, helping your team uncover insights and take immediate action.
Bank-Grade Security and Compliance
Designed for financial institutions from the ground up, meeting rigorous standards for data security, privacy, and audit-readiness.
Built Specific To Your Institution
No more “one-size-fits-all” approach. No more ridged dashboards or reports. Lumio is molded to your institution's unique structure, products, and goals.
Bank Grade Security and Compliance
Lumio goes beyond analytics, we give you expert guidance when you need it most. Our team of seasoned data scientists and risk professionals is just a click away, ready to help you extract value from your data, configure reporting to your unique needs, and refine your insight strategy. Think of it as having a built-in IT and analytics team, without the overhead. Fast answers. Smart decisions. No guesswork.
SOC 2 Type 2 Compliant
Lumio follows rigorous internal controls and third-party audits to meet SOC 2 Type 2 standards, ensuring data security, availability, confidentiality, and privacy across all systems and processes.
Secured Cloud Infrastructure
Hosted on Microsoft Azure, Lumio benefits from advanced security, built-in compliance, and continuous monitoring -providing a trusted, scalable cloud environment purpose-built for the needs of financial institutions.
End-to-End Data Encryption
We reduce the risk of unauthorized access with multi-factor authentication (MFA). By requiring multiple layers of verification, Lumio adds an extra level of security, helping ensure that only trusted users can access your data.
Strong Access Controls
Lumio combines multi-factor authentication and Single Sign-On to simplify access while enhancing security, giving your institution full control over who can log in, when, and from where.
Continuous Security Testing
We conduct regular penetration testing and security assessments to identify, test, and address potential vulnerabilities -keeping Lumio ahead of emerging cyber threats and maintaining platform resilience.
Lumio Meets You Exactly Where You Are
Whether you're just beginning your data journey or optimizing an existing strategy, Lumio adapts to your institution’s pace, maturity, and goals -delivering value at every stage.
Our hands-on implementation team ensures a smooth rollout with clear ROI and measurable impact.
Say goodbye to rigid, pre-built reports that molds to your bank’s structure, product lines, and growth objectives.
Institution-specific reports from the start, helping your teams uncover insights and take immediate action.
Transform Information Into Actionable Insight
The future of banking isn’t about managing yesterday’s risk - it’s about evolving from Hindsight to Insight, and ultimately Foresight, so you can proactively identify and pursue tomorrow’s opportunities. Our mission is to deliver risk-informed business intelligence to community financial institutions, providing a system of action that empowers you to make confident, timely decisions.
Executive Dashboards delivered to users’ inbox each morning
Stay ahead of key trends with automated executive dashboards delivered before your first sip of coffee - giving leadership timely insight into financial, risk, performance, and operations data without logging in.
Arm Branch and Account Managers with Tailored Dashboards
Give your front line employees tailored insights to track goals, monitor customer activity, and make informed decisions that improve performance and service at the local level.
Actionable Insights For
Banks And Credit Unions
Turning information into insight takes more than just technology.