Lumio’s Banking Insight Platform is a cloud-based data management and analytics service. Our banking insight service provides community-based financial institutions with customized, transformative workflow automation and data to uncover valuable insight. High-value insight allows your institution to make better business decisions and gain a competitive edge.
Download our fact sheet here.
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.
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.
Senior Banking Consultant
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Senior Banking Consultant
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
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.
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.
Product Designer
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Senior Data Architect
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.