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...
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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...
S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
Banking on Data Podcast
27 minutes
5 months ago
S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
In this episode of The Risk Intel Podcast, Ed Vincent welcomes back Craig Hartman, founder and CEO of Plansmith, along with Christine Lake, Plansmith’s Chief Strategy Officer. This was part 3 of a larger series around "Execution Risk" with the Plansmith team and a natural progression from prior episodes, where we addressed the definition and mitigation strategies of execution risk. This episode zooms in on the concrete framework Plansmith uses to help financial institutions translate strategy...
Banking on Data Podcast
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...
