Lumio Insight
Tom Westerlind is a seasoned professional in the financial services industry, currently serving as the co-founder and managing partner of PhoenixTeam since July 2015, which specializes in software and services for financial institutions and government clients. In addition to their role at PhoenixTeam, Tom Westerlind co-founded Lumio Insight and Blue Phoenix in 2023 and 2022, respectively. Previously, Tom Westerlind held the position of Vice President at Black Knight Financial Services from August 2009 to June 2015, and served as a Senior Managing Consultant at IBM from October 2002 to July 2009, following a consultant role at PwC between July 2000 and September 2002. Tom Westerlind earned a Bachelor of Business Administration degree in Finance from the University of Massachusetts Amherst, where education was completed between 1996 and 2000.
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Lumio Insight
For community bank executives who seek to better understand operational metrics and customer behavior, Lumio Insight service is a full-service analytics offering that provides analytics on aggregated bank data to help banks proactively identify and take action on operational efficiency opportunities, targeted sales and retention campaigns, and risk mitigation measures. Unlike current analytics offerings to community banks which are expensive, do not combine data from multiple vendor sources, and do not offer advanced analytics capabilities, our solution is inexpensive, easy to implement, and solves many of the unmet needs of our community banking customers.