Our mission is to help community-based financial institutions compete and thrive! We are passionate about community banks and the role they play in their communities.
Today’s financial sector is increasingly difficult to navigate and community banks face unique challenges in their quest to stay competitive and succeed in the contemporary banking environment. Lumio Insight was created to help community banks tackle the challenges they face by providing simple, powerful, scalable analytics and automation tools. We don’t stop there; we provide our clients with on-call access to analytics experts and data scientists to help streamline operations and understand their data. We are dedicated to client value creation and approach every project with passion. Innovation and integrity.
Meet the team behind Lumio Insight! Our team of leading experts are passionate about addressing the needs of
community-based banking and the pressures of the modern banking environment.
Managing Partner
Managing Partner
Managing Partner
Director of Engineering
Director of Analytics
We are passionate about helping community banks unlock their insight strategy.
Collecting data is easy. Squeezing insights out of data requires special skills and effort…but it’s worth the effort since actionable insights can be a fundamental enabler of business performance.
Managing data effectively requires having a data strategy and reliable methods to access, integrate, cleanse, govern, store and prepare data for analytics.
Not all data is valuable or even useful. Data quality is a difference maker. Data must be accurate, complete, reliable, relevant, and timely to be considered high quality and fit for purpose.
Data silos are bad for business. Effectively managed metadata and master data shared enterprise-wide
can be both operationally and strategically leveraged throughout business processes.
Everything Needed to go from Data to Insight
Learn more about Lumio Insight and how our team of experts can help you automate, understand and act to maximize your banking insight strategy.
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liactualize2023-04-30 10:50:122024-02-28 16:26:37Download: Lumio Insight Fact Sheet
Senior Data Architect
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Product Designer
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Director of Analytics
With over 25 years of experience in banking data analytics and business intelligence solution development, Jeff serves as Lumio Insight’s Chief Technology Officer. Much of his career has been spent helping financial institutions unlock their data and discover insights helping them better serve their customers and business partners. Prior to Lumio Insight, Jeff, who is a true technology entrepreneur, founded and led several ventures focused on providing business intelligence and analytics. Jeff has held various positions at ProfitStars, Fiserv, Capital Bank, Southern Community Bank & Trust, Price Waterhouse Coopers, and KPMG.
Managing Partner
Tom is a product delivery expert 22 years of experience serving federal and private sector financial services clients. Throughout his career, Tom has earned the admiration of his teams as a complex portfolio and program manager, serving the largest mortgage clients.
Through his experience working with the largest mortgage servicer in the country, Tom mastered all aspects of default management, customer service, and complex problem management.
Tom is a treasured member of his current client teams and is always recognized as a balanced and measured leader. He is a SAFe 5.0 Certified PO/PM and Agilist as well as a Certified Scrum Master (CSM). Tom loves to live healthy and improve himself. He lives in Maine with his wife.
Senior Banking Consultant
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Senior Banking Consultant
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Managing Partner
Tanya has 22 years of experience of product management and implementation leadership. Her experience ranges from business process design expertise to launch readiness and post-launch adoption.
Tanya has a proven record of managing multiple massive mortgage implementations and leading commercial product and client teams to ensure client happiness with new and existing products.
She is a product definition and launch expert and helps customers optimize their technology solution delivery processes. Tanya is a certified scrum master (CSM), SAFe 5.0 Certified Agilist and SAFE Lean Portfolio Manager (LPM). She enjoys athletic pursuits and lives in Arlington, VA, with her husband, two sons and their dog, Millie.
Managing Partner
Tela has 23 years of experience defining winning strategies and leading those strategies to realization. She is creative at her core and has spent her career serving housing and banking clients with consulting, solution design and delivery, and agile management.
She has a long history leading and building teams in complex business and technology environments, having built a team while concurrently implementing the three largest mortgage servicers on the leading default servicing platform in a single year.
She is a full life cycle opportunity management expert, with experience writing and winning many large, complex commercial and federal bids. Tela is a SAFe 5.0 Certified PO/PM, LPM, APM SPC and SSM. She is also a Pragmatic Certified PMC II and Certified Net Promoter Associate. SPC and loves to learn and create. Tela lives in Germantown, MD, with her husband, four children, and their four dogs.