Proof that Data-Driven Banking Works

See how community financial institutions are transforming the way they manage risk, align teams, and make decisions with Lumio. These are real stories from leaders who moved beyond fragmented reporting to gain a clear, connected view of their business—and the confidence to act on it.

See What This Could Look Like for Your Bank

Featured Case Study

Community Bank · CIO Leadership

Potomac Bank

10 locations across WV, MD, VA · ~$944M assets · Jack Henry core

How Potomac Bank Empowered Teams to Do More With Less Using Lumio

Key Outcomes

Reduced report turnaround from days to ~10 seconds, giving leaders immediate answers

Eliminated hours of manual Excel reporting, freeing stafffor analysis and decision-making

Enabled branch teams to optimize Universal Banker staffing, balancing service demand

Empowered leadership with real-time insights, supporting faster, data-backed decisions

Configurable dashboards allowed teams to customize views and metrics to their needs, ensuring each user sees the data that matters most

Read the Full Story

Talk with a Lumio Data Strategy Expert

Featured Case Study

Exterior of Potomac Bank in a brick building with an ATM, an American flag, and a sidewalk leading along the street on a clear day.

“

"What used to take hours — or even days — now takes about 10 seconds."

Anthony J. Ranghelli, SVP & CIO, Potomac Bank

90%+

Reduction in Report Turnaround

$13K+

Annual Labor Savings

0

IT Tickets for Reporting

260+

Hours Saved Annually

Proof that Data-Driven Banking Works

How Potomac Bank Empowered Teams to Do More With Less Using Lumio

90%+

$13K+

0

260+

"Even in rollout, Lumio has empowered us to spot top risks, focus our efforts, and anticipate seamless, organization-wide reporting."

"Lumio empowers us to stay within our risk appetite, monitor our strategic plan, and gain clear, actionable trend insights - supporting safe, sustainable growth.

"Working with Lumio - especially Cathy Jackson, has been incredible; their ex-regulators and bankers taught our ERM process and fueled our growth.

"With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

"Since adopting Lumio, our risk management has truly matured—improving data quality, reporting efficiency, and strategic alignment to support our growth."

"As a rapidly growing bank, we chose Lumio to transform risk management automating data ingestion & reporting.

"Even in rollout, Lumio has empowered us to spot top risks, focus our efforts, and anticipate seamless, organization-wide reporting."

"Lumio empowers us to stay within our risk appetite, monitor our strategic plan, and gain clear, actionable trend insights - supporting safe, sustainable growth.

"Working with Lumio - especially Cathy Jackson, has been incredible; their ex-regulators and bankers taught our ERM process and fueled our growth.

"With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

"Since adopting Lumio, our risk management has truly matured—improving data quality, reporting efficiency, and strategic alignment to support our growth."

"As a rapidly growing bank, we chose Lumio to transform risk management automating data ingestion & reporting.

"Even in rollout, Lumio has empowered us to spot top risks, focus our efforts, and anticipate seamless, organization-wide reporting."

"Lumio empowers us to stay within our risk appetite, monitor our strategic plan, and gain clear, actionable trend insights - supporting safe, sustainable growth.

"Working with Lumio - especially Cathy Jackson, has been incredible; their ex-regulators and bankers taught our ERM process and fueled our growth.

"With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

"Since adopting Lumio, our risk management has truly matured—improving data quality, reporting efficiency, and strategic alignment to support our growth."

"As a rapidly growing bank, we chose Lumio to transform risk management automating data ingestion & reporting.

"Even in rollout, Lumio has empowered us to spot top risks, focus our efforts, and anticipate seamless, organization-wide reporting."

"Lumio empowers us to stay within our risk appetite, monitor our strategic plan, and gain clear, actionable trend insights - supporting safe, sustainable growth.

"Working with Lumio - especially Cathy Jackson, has been incredible; their ex-regulators and bankers taught our ERM process and fueled our growth.

"With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

"Since adopting Lumio, our risk management has truly matured—improving data quality, reporting efficiency, and strategic alignment to support our growth."

"As a rapidly growing bank, we chose Lumio to transform risk management automating data ingestion & reporting.

"Even in rollout, Lumio has empowered us to spot top risks, focus our efforts, and anticipate seamless, organization-wide reporting."

"Lumio empowers us to stay within our risk appetite, monitor our strategic plan, and gain clear, actionable trend insights - supporting safe, sustainable growth.

"Working with Lumio - especially Cathy Jackson, has been incredible; their ex-regulators and bankers taught our ERM process and fueled our growth.

"With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

"Since adopting Lumio, our risk management has truly matured—improving data quality, reporting efficiency, and strategic alignment to support our growth."

"As a rapidly growing bank, we chose Lumio to transform risk management automating data ingestion & reporting.

"Even in rollout, Lumio has empowered us to spot top risks, focus our efforts, and anticipate seamless, organization-wide reporting."

"Lumio empowers us to stay within our risk appetite, monitor our strategic plan, and gain clear, actionable trend insights - supporting safe, sustainable growth.

"Working with Lumio - especially Cathy Jackson, has been incredible; their ex-regulators and bankers taught our ERM process and fueled our growth.

"With Lumio, we can cut through the noise, spend less time wrangling data, and focus more on building relationships and making smart, confident decisions that move our business forward."

"Since adopting Lumio, our risk management has truly matured—improving data quality, reporting efficiency, and strategic alignment to support our growth."

"As a rapidly growing bank, we chose Lumio to transform risk management automating data ingestion & reporting.