S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk

S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk

From Banking on Data Podcast by Lumio Solutions

July 15, 2025 · 27 min · Season 3 · Episode 22

About this episode

This episode discusses how a playbook minimizes execution risk for financial institutions.

In this episode of The Banking on Data 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 str...

People in this episode

Host: Ed Vincent

Guests: Craig Hartman, Christine Lake

Topics covered

  • Execution Risk
  • Financial Institutions
  • Mitigation Strategies
  • Playbook
  • Framework

Keywords

  • Execution Risk
  • Plansmith
  • Financial Institutions
  • Mitigation Strategies
  • Playbook

Mentioned in this episode

Organizations: Plansmith

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