Explorez tous les épisodes du podcast Banking on Data Podcast
| Titre | Date | Durée | |
|---|---|---|---|
| S3 | E28: Data-Driven Growth: Empowering Frontline Teams with Actionable Insights | 11 Nov 2025 | 00:38:33 | |
Community banks have always excelled at building relationships. But in a market driven by data, relationships alone aren’t enough. The next wave of growth in banking depends on turning customer insights into action. This means empowering marketing, sales, and frontline teams to collaborate smarter and deliver more personalized experiences. In this episode of the Banking on Data Podcast, Edward Vincent, CEO of Lumio, sits down with Josh Barclay, Director of Growth Marketing at BusinessNext and host of the Banking on Experience podcast, to discuss how modern community financial institutions can use actionable data to align teams, break down silos, and drive meaningful growth. Their conversation explores how banks can empower their frontline with real-time, context-rich insights, why data quality and accessibility matter more than volume, and what the future of data-driven sales enablement looks like in community banking. | |||
| S3 | E27: AI Starts with Data: Why Governance Is Your First Step | 28 Oct 2025 | 00:38:31 | |
Artificial intelligence is the hottest topic in banking right now. Every conference, article, and C-suite conversation seems to circle back to AI’s potential for community financial institutions. But before any bank can truly harness that potential, there’s one crucial step that often gets overlooked: data governance. In this episode of The Banking Data Podcast, Lumio’s Chief Product Officer, Jeff Fink, joins Ed Vincentto unpack why creating a solid data foundation is the real starting point for any AI strategy. From building a common data language and data dictionary to unifying data silos and enforcing stewardship, Jeff explains how the right governance framework reduces risk, strengthens trust, and enables banks to move confidently into the AI era. | |||
| S3 | E18: Cyber Risk in Focus Evolving Threats and the Sunset of the CAT Tool | 17 Jun 2025 | 00:27:15 | |
The cybersecurity landscape is changing fast. And for financial institutions, one of the biggest shifts on the horizon is the sunsetting of the FFIEC Cybersecurity Assessment Tool (CAT) in August 2025. In this episode of the Banking on Data podcast, Josh Magri, President and CEO of the Cyber Risk Institute (CRI), joined host Edward Vincent to unpack what this means for banks, credit unions, and other financial players. From emerging threats powered by AI to the evolving regulatory frameworks shaping cybersecurity governance, Josh's insights are a must-hear. Listen to the full episode here! | |||
| S1 | E11: What is BISG and Why Does it Matter in Fair Lending Compliance? | 18 Jul 2023 | 00:11:49 | |
In a recent episode of the Risk Intel Podcast, Laura Kornhauser, the co-founder and CEO of Stratyfy, shared her insights on the role of Bayesian Improved Surname Geocoding (BISG) in fair lending testing. With her banking background and a passion for responsible artificial intelligence (AI), Laura's journey led her to found Stratyfy, a company dedicated to providing transparent, interpretable, and compliant machine learning solutions for banking. | |||
| S1 | E10: FinTech Risk Management - A Framework for Success | 11 Jul 2023 | 00:10:46 | |
In the latest episode of the Risk Intel podcast, SRA's Chief Financial Officer (CFO), Shawn Ryan, joins host Ed Vincent to discuss the evolving landscape of FinTech risk management. With his extensive experience in leading SRA's FinTech initiative, Shawn sheds light on the development of the FinTech Risk Maturity Framework and shares valuable insights into practical risk assessments and vendor due diligence. This episode unveils the importance of why banks should maintain a robust risk management practice when working with or onboarding high-risk FinTech partners and highlights the need for a balanced approach to achieving strategic goals without compromising safety and soundness. | |||
| S1 | E9: Approaching $1B or $10B in Assets | 05 Jul 2023 | 00:15:31 | |
In this episode of the SRA Risk Intel Podcast, guest Michael Glotz, CEO and Co-founder of SRA, joins host Ed Vincent to explore the significance of enterprise risk management (ERM) for banks approaching key asset thresholds. Glotz sheds light on the regulatory aspects and essential considerations risk officers need to consider at the billion and ten billion dollar marks. | |||
| S1 | E8: Establishing an Appropriate Risk Appetite | 29 Jun 2023 | 00:06:20 | |
In the latest episode of the SRA Risk Intel Podcast, host Ed Vincent engages in a dynamic discussion with Niki White, Chief Customer Officer of SRA, focusing on the critical topic of risk appetite, emphasizing the importance of moving beyond qualitative narrative statements. Niki advocates for banks to incorporate key metrics that align risk assessments with the organization's strategic objectives. By establishing a strong linkage between risk and strategy, organizations can bridge the gap between their desired behavior and their actual risk appetite. Listen to learn more. | |||
| S1 | E7: What Does The Current State of Consumer Lending and Credit Prospects For Auto Lending Mean For Risk Management? | 26 Jun 2023 | 00:14:47 | |
In this episode of the Risk Intel podcast, host Ed Vincent engages in a conversation with Amitabh Bhargava, a seasoned professional in the risk space, specializing in Credit Risk. Amitabh's impressive career spans roles as a commercial underwriter at ICICI Bank and an 18-year tenure at Capital One, where he oversaw credit analytics and research for the consumer and wholesale portfolio, as well as executive credit risk assessment and portfolio modeling. Amitabh currently heads the credit portfolio management practices within SRA’s credit consulting team. Listen to learn more about the state of consumer lending and credit prospects for auto lending and how this impacts risk management across the banking sector. | |||
| S1 | E6: The Value of Risk Maturity & Implementing A Proven Framework | 19 Jun 2023 | 00:11:46 | |
In this episode of SRA's "Risk Intel" podcast, industry experts Michael Glotz, CEO and Co-Founder of SRA, and Beth Watson, Customer Success Director, shared their insights on the benefits of risk maturity frameworks for both banks and regulators. Listen as they share the top 5 benefits you could receive from implementing a risk maturity framework at your institution. | |||
| S1 | E5: Mastering Risk Management: Strategies for Banks in Turbulent Times | 12 Jun 2023 | 00:10:34 | |
In this episode, host Ed Vincent engages in a thought-provoking conversation with industry expert, Michael Glotz on the challenges faced by banks in effectively managing risk amidst market turbulence and regulatory scrutiny. Listen as they share best practices for providing actionable insights for banks seeking to navigate risk-related activities in an ever-changing landscape. | |||
| S1 | E4: How Has ERM Evolved Over The Last Few Years? | 05 Jun 2023 | 00:06:48 | |
In this installment of the Risk Intel podcast, host Ed Vincent is joined by Michael Glotz, an expert in enterprise risk management (ERM), to discuss the transformative changes occurring in the banking sector's risk landscape. Focusing just on the last few years, Glotz highlights the evolving roles of Chief Risk Officers (CROs), regulatory frameworks, technological advancements, and other dynamic elements of risk management. | |||
| S1 | E3: Why 5 VS 3 Lanes of Risk? | 31 May 2023 | 00:04:16 | |
In this insightful episode, host Ed Vincent is joined by risk assessment experts Beth Watson and Michael Glotz to delve into the topic of risk maturity frameworks and the importance of using five lanes instead of three for assessing risks. Discover why this shift can revolutionize risk evaluations and lead to better decision-making for businesses of all sizes. | |||
| S1 | E2: ERM Best Practices | 18 May 2023 | 00:13:03 | |
In episode 2 host Ed Vincent and ERM expert Michael Glotz discuss best practices and valuable insights on risk management strategies. | |||
| S3 | E17: Putting Data Strategy Into Action: From Whiteboard to Real-World Impact | 12 Jun 2025 | 00:19:06 | |
Organizations across the financial sector are investing more time and energy into data strategy, but many still struggle to move from planning to execution. In this episode of the Banking on Data Podcast, Jeff Fink returns for Part 4 of our Data Strategy series, sharing tactical guidance on how to operationalize a data strategy and deliver real business value. Whether you're a chief data officer at a regional bank or an operations leader at a credit union or community bank, this episode offers a practical roadmap for putting your strategy into motion. | |||
| S1 | E1: Why Should A Bank Care About ERM? | 16 May 2023 | 00:03:45 | |
In this episode, we sit down with SRA CEO & Co-founder, Michael Glotz to understand why a bank should care about ERM. | |||
| S3 | E16: The Data Strategy Divide: Why Reports Aren’t Enough | 03 Jun 2025 | 00:12:23 | |
Ed Vincent, host of the Banking on Data Podcast, welcomed Jeff Fink back to the show for part three of their Data Strategy Series. This week's insightful conversation dives deep into the distinction between data strategy VS reporting, which is a critical yet often misunderstood area for community financial institutions aiming to become truly data-driven. Listen to the full episode, or if you missed Part 1 and Part 2, click the links below to catch up. | |||
| S3 | E15: Defining A Data Strategy: What a Data Strategy is - and Isn’t | 27 May 2025 | 00:08:36 | |
In this episode of the Banking on Data Podcast, Ed Vincent welcomes back Lumio’s Chief Product Officer, Jeff Fink, to kick off a multipart series on creating a data strategy. A hot topic for many community banks and credit unions wanting to modernize their internal processes on how they handle data, collect it and how do they leverage data to achieve their collective goals. Listen to the full episode here. | |||
| S3 | E14: How to Start a Data Strategy From Nothing: Make the Mind Shift From Stuck To Start | 20 May 2025 | 00:28:05 | |
For many community banks, embarking on a data strategy can feel like an overwhelming endeavor. Limited resources, small teams, and the misconception that “big data” is only for large institutions often lead to inertia. But as discussed in the latest Banking on Data episode with Jeff Fink, the real differentiator in today’s competitive banking landscape is not size—it’s mindset. | |||
| S3 | E13: 2025 Top Emerging Risks: Preparing for the Unpredictable | 08 Apr 2025 | 00:23:13 | |
In this episode of the Risk Intel Podcast, host and Lumio CEO Edward Vincent invited CFO/CRO Shawn Ryan to the show to discuss the top emerging risks facing financial institutions today. Their discussion, enriched by insights from the NC State University ERM Initiative "13th Annual Executive Perspectives on Top Risks Survey," sheds light on critical areas that demand attention from risk leaders. Listen to the full episode below to learn about these emerging risks, incorporating key findings from the survey. | |||
| S3 | E12: How to Improve Collaboration Among Banks, FinTechs, and Regulators | 25 Mar 2025 | 00:42:56 | |
The relationship among banks, FinTechs, and regulators has never been more critical - or more complex for that matter. With technology advancing at breakneck speed, the challenge lies in striking a healthy balance between fostering innovation, while not compromising the safety and soundness of the financial services industry. In this episode of the Banking on Data podcast, host Ed Vincent sat down with industry experts Kirsten Muetzel and Jeanette Quick to unpack the intricate dynamics among banks, FinTechs, and regulators, the role of emerging technologies, and how collaboration can drive better outcomes for all players in the industry. | |||
| S3 | E11: Q1 Pulse Check: Kirsten Muetzel Shares 2025 Financial Services Vital Signs | 18 Mar 2025 | 00:37:41 | |
As the year 2025 unfolds, the financial services industry is experiencing shifts that few could have fully anticipated at the beginning of the year. From regulatory changes to the rapid advancement of artificial intelligence (AI), and global economic instability, financial institutions face a dynamic environment filled with both opportunities and risks. Kirsten Muetzel, Founder of KLM Advisory LLC, joins host Ed Vincent to discuss a quick pulse check on how Q1 unfolded and her predictions for the remainder of the year. | |||
| S3 | E10: Why Should a Financial Institution CEO Prioritize ERM? | 11 Mar 2025 | 00:16:39 | |
Enterprise Risk Management (ERM) has long been viewed as a defensive function—something financial institutions do to satisfy regulators and avoid compliance issues. However, this perspective is outdated. In today’s volatile business environment, ERM is a strategic necessity that enables organizations to anticipate challenges, seize opportunities, and make more informed decisions. In this episode of The Banking on Data podcast, Shawn Ryan joins host, Edward Vincent to explore why ERM should be a CEO priority. They discuss the pitfalls of siloed risk management, the need for an enterprise-wide approach, and how organizations can elevate risk management to a strategic function. Most importantly, we examine why the Chief Risk Officer (CRO) should have a strong presence at the leadership table and work closely with their CEO to ensure risk isn’t an afterthought, but the key driver of decision-making. | |||
| S3 | E9: How CROs Can Leverage A.I. to Modernize Their Risk Program | 04 Mar 2025 | 00:30:11 | |
| S3 | E26: Building a Cyber Risk Playbook for the Post-CAT World | 21 Oct 2025 | 00:16:44 | |
Cybersecurity is evolving faster than many community banks and credit unions can keep pace with. With the retirement of the FFIEC Cybersecurity Assessment Tool (CAT) on August 31, 2025, financial institutions are left wondering how best to measure, track, and manage cyber risk without a regulator-endorsed standard. In this episode of the Banking on Data podcast, host Ed Vincent sits down with Cathy Jackson to unpack what comes next for institutions in this post-CAT world. Together, they explore how banks can leverage the Cyber Risk Institute’s Profile 2.1, why the seven functional areas of cyber risk matter, and how moving beyond spreadsheets to an integrated risk suite can give leaders a holistic, regulator-ready view of their risk posture. | |||
| S3 | E8: How Vantage Bank Modernized Their ERM Program Through Data & Technology | 25 Feb 2025 | 00:25:36 | |
Data is not just a byproduct of operations—it is the foundation for strategic decision-making and risk management. Vantage Bank, a leading community bank out of San Antonio, Texas committed to innovation and operational excellence, has embraced this reality by modernizing its risk management program through data and technology. In this episode of The Banking on Data Podcast, Ed Vincent, CEO of Lumio and host of the show, sat down with Joel Castaneda, EVP & CRO, and Shawn Main, EVP & Chief Business Architect at Vantage Bank, to discuss their transformation journey and a need for a modernized risk program. | |||
| S3 | E7: Best Practices for a Successful RCSA Implementation | 18 Feb 2025 | 00:16:26 | |
Implementing a Risk and Control Self-Assessment (RCSA) tool is a crucial step for financial institutions seeking to enhance their risk management frameworks. Starting with a well-executed RCSA process enables organizations to identify, assess, and mitigate risks effectively while ensuring compliance with regulatory requirements. However, successful implementation requires careful planning, stakeholder engagement, and the right technology to streamline workflows and improve organizational visibility. Beth Nilles, Director of Lumio Implementations and resident RCSA expert, joined host Edward Vincent on this episode of the Risk Intel podcast to discuss best practices for implementing an RCSA process or tool. | |||
| S3 | E6: SRA Watchtower + Lumio Insight: The Future of Risk & Business Intelligence | 11 Feb 2025 | 00:20:14 | |
The latest episode of the Banking on Data Podcast featured Jeff Fink, Co-Founder of Lumio Insight, joining host Ed Vincent to discuss an exciting milestone — SRA Watchtower’s acquisition of Lumio Insight - now known as Lumio Solutions. This strategic move combines two companies with a shared vision: empowering community-based financial institutions with a holistic risk and business intelligence platform. Listen to the full interview to learn more about this exciting acquisition. | |||
| S3 | E5: How To Drive A Calculation Methodology Within Your RCSA | 04 Feb 2025 | 00:15:14 | |
In this episode of the Banking on Data Podcast, Beth Nilles joins host, Ed Vincent to discuss how to drive a calculation methodology within a bank's or credit union's Risk and Control Self-Assessments (RCSA) process. Listen to the full episode to learn tips and guidance on executing this within your institution. | |||
| S3 | E4: Annual KRI Health Check: The Importance of Evolving Your Key Risk Indicators | 28 Jan 2025 | 00:16:35 | |
In this episode of the Banking on Data Podcast, Lumio’s own Cathy Jackson, VP of Client Services and a seasoned risk management expert joined host, Ed Vincent, to explore the evolving nature of Key Risk Indicators (KRIs) and how financial institutions can ensure their KRIs remain effective and actionable. Listen to the full episode to learn more. | |||
| S3 | E3: Part 3 | Using Data as a Strategic Asset With Jeff Fink, Lumio Insights | 21 Jan 2025 | 00:27:04 | |
In this episode of the Banking on Data Podcast, Ed Vincent, host of the show and CEO of Lumio, welcomed Jeff Fink from Lumio Insight, back to the show to explore the critical topic of risk mitigation in financial institutions. This third part of their conversation delved into the strategies, technologies, and frameworks that help organizations navigate today’s complex risk landscape. From securing sensitive data to addressing emerging threats, Jeff shared actionable insights on how banks and credit unions can proactively mitigate risks while driving innovation and maintaining regulatory compliance. Listen to the full episode below. | |||
| S3 | E2: Driving Banking Innovation In 2025 - Insights From Joseph Berry (KBW) | 14 Jan 2025 | 00:26:01 | |
In this episode of the Banking on Data podcast, Joseph Berry, Co-head of Investment Banking at KBW, joined host Ed Vincent to share his insights into the evolving landscape of banking and FinTech and what will drive innovation in 2025. Joe discussed critical topics ranging from data analytics and customer profitability to the role of mergers and acquisitions (M&A) in driving innovation. Listen to the full episode to learn more. | |||
| S3 | E1: Navigating the 2025 Banking M&A Landscape | 07 Jan 2025 | 00:30:34 | |
The Season 3 premiere of the Banking on Data Podcast brings a timely and thought-provoking discussion about the rapidly evolving M&A landscape in the banking sector and predictions for 2025. Host Ed Vincent welcomed Joseph Fenech, founder and Chief Information Officer of GenOpp Capital Management, to unpack the trends and strategies shaping this pivotal moment in banking consolidation. The episode highlighted the forces driving a surge in M&A activity, the differing dynamics for community and regional banks, and key strategies for a successful transaction. | |||
| S2 | E52: 2024 Risk Intel Rewind: The Top 10 Episodes You Can’t Miss | 17 Dec 2024 | 00:18:03 | |
SRA Watchtower's Risk Intel Podcast has become a leading resource for financial institutions and risk professionals seeking actionable insights into enterprise risk management (ERM). Hosted by Ed Vincent, CEO of SRA Watchtower, the podcast covers critical topics such as integrated risk management, data governance, and the role of technology in transforming risk practices. Whether you're a seasoned CRO or just stepping into the risk management field, these episodes provide valuable expertise from industry leaders. To wrap up season 2, we issued a poll to our audience and internal team members to find out what everyone's top 10 episodes were from 2024. Ed hosted SRA Watchtowers, VP of Marketing and producer of the Risk Intel Podcast, Ryan Donelson, and Niki White, Chief Growth Officer to walk us through the top 10 list and share their key takeaways. | |||
| S2 | E51: Using Data as a Strategic Asset (Part 2) Governance Frameworks | 10 Dec 2024 | 00:24:51 | |
Season 2 | Ep. 51: Using Data as a Strategic Asset (Part 2) Governance Frameworks | |||
| S3 | E25: Responsible Innovation: How Fintechs & Banks Can Align for the Future | 14 Oct 2025 | 00:27:52 | |
What happens when innovation outpaces regulation - and when community banks must adapt to a world moving faster than ever before? In this episode of Banking on Data, Host Ed Vincent sits down with Phil Goldfeder, CEO of the American Fintech Council (AFC), to explore how fintechs and financial institutions can innovate responsibly - with clarity, collaboration, and purpose. Their conversation ranges from the cultural shifts happening in banking to the regulator’s evolving view of innovation, and how AFC’s new Webinar Wednesdays and Policy Summit are helping shape the dialogue between banks, fintechs, and policymakers. | |||
| S2 | E50: Using Data as a Strategic Asset (Part One) Data Architecture | 03 Dec 2024 | 00:25:24 | |
In season two's 50th episode of The Risk Intel Podcast, host Ed Vincent, sat down with Jeff Fink, CEO and Co-founder of Lumio Insight, to share his view on the evolving role of data in financial institutions. Drawing on his extensive experience in data management, Jeff outlined how organizations can transform data into a strategic asset, unlocking its full potential to improve customer experiences, enhance operational efficiency, and manage risk effectively. Listen to the full episode to learn more! | |||
| S2 | E49: Integrated Risk Management: Leveraging Tools & Frameworks To Tell The Right Story | 26 Nov 2024 | 00:33:34 | |
| S2 | E48: 2024 Election Insights: The Path Forward for Banks and Fintechs Under Trump’s Presidency | 19 Nov 2024 | 00:36:42 | |
In this Risk Intel Podcast, Ed Vincent sat down with Ian Moloney, SVP of Policy and Regulatory Affairs, and Hayden Cole, Director of Federal Government Affairs from the American FinTech Council (AFC), to analyze what the 2024 election results mean for financial services regulation, enforcement, and bank-FinTech partnerships. They explored expected regulatory shifts, changes in congressional leadership, and proactive strategies for financial institutions navigating these transitions. Every risk manager and financial institution leader should listen. | |||
| S2 | E47: Establishing a Resilient ERM Framework - Insights From Two Seasoned CROs | 12 Nov 2024 | 00:30:42 | |
| S2 | E46: Strengthening Bank-FinTech Partnerships - Phil Goldfeder, CEO, AFC | 05 Nov 2024 | 00:31:49 | |
In the latest episode of the Risk Intel Podcast, Phil Goldfeder, CEO of the American Fintech Council (AFC) joined host Ed Vincent to delve into the evolving relationship between banks and fintech firms. Ed and Phil connect on the latest comment letter the AFC submitted in response to the joint Request for Information on Bank-Fintech Arrangements Involving Banking Products and Services Distributed to Consumers and Businesses (RFI) by the Board of Governors of the Federal Reserve (FRB or Federal Reserve), Federal Deposit Insurance Corporation (FDIC), and the Office of the Comptroller of the Currency (OCC) collectively referred to as the “Joint Agencies”. Listen to the full episode, as Phil and Ed discuss the best practices and key takeaways from this RFI by the Joint Agencies. | |||
| S2 | E45: Scary Stories of Risk Management | 29 Oct 2024 | 00:14:42 | |
Happy Halloween! This special episode of the Risk Intel podcast features scary stories of risk management. Coming from real-life experiences from our team member’s days in banking. Host, Ed Vincent, is joined by Shawn Ryan, Beth Nilles, Niki White, Megan Turcios, Trent Terry, and Cathy Jackson for a series of short spooky stories. Curl up with a nice cider and get ready to hear the dark side of risk management, along with some tips to ensure you don’t end up a scary story yourself! | |||
| S2 | E44: Building a Strong Foundation for Risk Reporting | 22 Oct 2024 | 00:18:58 | |
Effective risk management reporting is essential for decision-making, regulatory compliance, and overall institutional success. Whether you're considering licensing a third-party risk Intelligence solution or building your own reporting framework, understanding key principles and data perspectives will guide you toward a robust, scalable system. Sam Utz, SRA Watchtower Product Analyst joined host Ed Vincent on this episode of the Risk Intel podcast to explore foundational aspects of reporting such as data governance, creating an infrastructure, configurability vs customization, and breaking down the differences between shallow and deep views of data that financial institutions should prioritize. Tune in to listen to the full episode on building a strong foundation for risk reporting. | |||
| S2 | E43: How to Storm Proof Your ERM Program | 15 Oct 2024 | 00:16:10 | |
In this episode of Risk Intel, host Ed Vincent, CEO of SRA Watchtower, is joined by Shawn Ryan, CFO of SRA Watchtower, and Niki White, CGO of SRA Watchtower to discuss the importance of natural disaster preparedness within financial institutions. As climate risks grow and on the heels of two back-to-back hurricanes, financial entities must be proactive to help strengthen their risk management frameworks to protect key assets and ensure operational resilience. Many people have been significantly impacted by the recent hurricanes Helene and Milton. Please find the below link to donate to the American Red Cross to support those impacted. https://www.redcross.org/donate/donation.html/ | |||
| S2 | E42: US Agriculture: 2024 Industry Risk Analysis (Part Two) | 08 Oct 2024 | 00:22:22 | |
In this episode of the Risk Intel podcast, the host of the show and SRA Watchtower’s CEO, Edward Vincent, welcomed Amitabh Bhargava, Senior Managing Director of Credit Portfolio Management for SRA Consulting back to the show to continue the conversation from last week on the recent U.S. Department of Agriculture’s (USDA) 2024 Farm Sector survey released in September 2024. The two discussed the implications for risk management in the agricultural sector, diving deeper into credit risk, how climate change can impact farm and aglending, and also discussed non-credit risks. | |||
| S2 | E41: US Agriculture 2024 Industry Risk Analysis (Part One) | 01 Oct 2024 | 00:18:11 | |
The U.S. agricultural sector is facing a challenging transition. Following a period of record profitability in 2021 and 2022, the latest USDA 2024 Farm Sector Income Forecast released in September of 2024, projects a continuing decline in farm income. According to Amitabh Bhargava, a seasoned expert in credit risk and portfolio risk management, farm incomes dropped nearly 29% in 2023 and are expected to fall another 9-10% in 2024. This decline represents a slowing of the income reduction but signals continued financial stress for farmers across the nation. Listen to the conversation where host Ed Vincent asks Amitabh to dive into the trends from the recent survey data. | |||
| S3 | E24: AI Oversight: Why Program Risk Assessment Is Essential | 30 Sep 2025 | 00:10:57 | |
Artificial intelligence (AI) is moving faster than any other technology banks have seen before. From fraud detection to lending platforms, AI is being embedded in nearly every vendor solution. For community banks and credit unions, this acceleration brings both opportunity and risk. This present risk and compliance teams with new demands from the board and regulators for stronger oversight. In this episode of the Banking on Data podcast, host Ed Vincent continues the conversation with compliance expert, Beth Nilles, who helps unpack how financial institutions can take a program risk assessment approach to AI. This builds on a previous episode, How Community Financial Institutions Can Build a Responsible AI Approach, where Beth outlined guardrails and governance for adopting AI responsibly. In Part 2, she explains why program risk assessments are critical, what they look like in practice, and how often institutions should conduct them. | |||
| S2 | E40: Client-Driven Success: Implementing More Than Software | 24 Sep 2024 | 00:22:27 | |
In episode 40 of the Risk Intel podcast, host Edward Vincent sat down with Sharon Campbell, VP of Client Services at SRA Watchtower, to explore the evolving role of client services in the SaaS industry. Today’s client services teams do much more than just manage or implement software — they’re instrumental in driving successful client outcomes, integrating risk management solutions, and aligning these tools with business strategy. Sharon’s extensive experience in leading client-facing teams in financial institutions and SaaS companies positions her as an expert on how a service-driven approach can empower banks and financial firms to meet their risk management goals. In this episode, she dives into key strategies for integrating client feedback, creating efficient onboarding processes, and helping banks and credit unions adopt risk intelligence platforms with little to no IT dependency. | |||
| S2 | E39: Client-Driven Success: Client Journey & Engaging Early And Often | 17 Sep 2024 | 00:12:01 | |
In today’s fast-paced business environment, understand the client journey is more critical than ever. No matter what industry you’re in, understanding how to guide clients through every phase of their experience can make or break your organization’s success. In part two of this Client-Driven Success series of the Risk Intel Podcast, Ed Vincent, CEO of SRA Watchtower, sits down with Sharon Campbell, the leader of Client Services, to explore how a proactive approach to the client journey can lead to long-term success, advocacy, and strong partnerships. Listen as we dive deeper into how organizations can enhance their client journey and the importance of engaging "early and often." | |||
| S2 | E38: Client-Driven Success: Insights on Building a Client-led Culture | 10 Sep 2024 | 00:17:13 | |
In this episode of the Risk Intel podcast, host Edward Vincent sat down with Sharon Campbell, VP of Client Services at SRA Watchtower, to explore the essential components of a successful client-led organization. Sharon’s extensive experience in leading client-facing teams across financial institutions and SaaS organizations positions her as an expert on how businesses can elevate their client services to deliver outstanding results. Throughout the conversation, Sharon shares valuable insights on how she has built a client-first culture at SRA Watchtower, differentiating between client services, client experience, and client success. She also speaks about the critical role of feedback in shaping client relationships. Tune in to listen to the full episode! | |||
| S2 | E37: From Stuck to Start: Taking the First Step in Risk Management | 03 Sep 2024 | 00:14:12 | |
In this episode of the Risk Intel Podcast, SRA Watchtower CEO, Ed Vincent teams up with Niki White, Chief Growth Officer to explore the concept of "starting where you are" in risk management. This discussion sheds light on how organizations can overcome the common paralysis that can come with over-planning and how to take actionable steps toward effective risk management. | |||