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In the latest episode of the Risk Intel Podcast, Phil Goldfeder, CEO of the American Fintech Council (AFC) joined host Ed Vincent to delve into the evolving relationship between banks and fintech firms. Ed and Phil connect on the latest comment letter the AFC submitted in response to the joint Request for Information on Bank-Fintech Arrangements Involving Banking Products and Services Distributed to Consumers and Businesses (RFI) by the Board of Governors of the Federal Reserve (FRB or Federal Reserve), Federal Deposit Insurance Corporation (FDIC), and the Office of the Comptroller of the Currency (OCC) collectively referred to as the âJoint Agenciesâ.
Listen to the full episode, as Phil and Ed discuss the best practices and key takeaways from this RFI by the Joint Agencies.
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Happy Halloween! This special episode of the Risk Intel podcast features scary stories of risk management. Coming from real-life experiences from our team memberâs days in banking. Host, Ed Vincent, is joined by Shawn Ryan, Beth Nilles, Niki White, Megan Turcios, Trent Terry, and Cathy Jackson for a series of short spooky stories. Curl up with a nice cider and get ready to hear the dark side of risk management, along with some tips to ensure you donât end up a scary story yourself!
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Effective risk management reporting is essential for decision-making, regulatory compliance, and overall institutional success. Whether you're considering licensing a third-party risk Intelligence solution or building your own reporting framework, understanding key principles and data perspectives will guide you toward a robust, scalable system. Sam Utz, SRA Watchtower Product Analyst joined host Ed Vincent on this episode of the Risk Intel podcast to explore foundational aspects of reporting such as data governance, creating an infrastructure, configurability vs customization, and breaking down the differences between shallow and deep views of data that financial institutions should prioritize. Tune in to listen to the full episode on building a strong foundation for risk reporting.
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In this episode of Risk Intel, host Ed Vincent, CEO of SRA Watchtower, is joined by Shawn Ryan, CFO of SRA Watchtower, and Niki White, CGO of SRA Watchtower to discuss the importance of natural disaster preparedness within financial institutions. As climate risks grow and on the heels of two back-to-back hurricanes, financial entities must be proactive to help strengthen their risk management frameworks to protect key assets and ensure operational resilience.
Many people have been significantly impacted by the recent hurricanes Helene and Milton. Please find the below link to donate to the American Red Cross to support those impacted. https://www.redcross.org/donate/donation.html/
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In this episode of the Risk Intel podcast, the host of the show and SRA Watchtowerâs CEO, Edward Vincent, welcomed Amitabh Bhargava, Senior Managing Director of Credit Portfolio Management for SRA Consulting back to the show to continue the conversation from last week on the recent U.S. Department of Agricultureâs (USDA) 2024 Farm Sector survey released in September 2024. The two discussed the implications for risk management in the agricultural sector, diving deeper into credit risk, how climate change can impact farm and aglending, and also discussed non-credit risks.
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The U.S. agricultural sector is facing a challenging transition. Following a period of record profitability in 2021 and 2022, the latest USDA 2024 Farm Sector Income Forecast released in September of 2024, projects a continuing decline in farm income. According to Amitabh Bhargava, a seasoned expert in credit risk and portfolio risk management, farm incomes dropped nearly 29% in 2023 and are expected to fall another 9-10% in 2024. This decline represents a slowing of the income reduction but signals continued financial stress for farmers across the nation. Listen to the conversation where host Ed Vincent asks Amitabh to dive into the trends from the recent survey data.
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In episode 40 of the Risk Intel podcast, host Edward Vincent sat down with Sharon Campbell, VP of Client Services at SRA Watchtower, to explore the evolving role of client services in the SaaS industry. Todayâs client services teams do much more than just manage or implement software â theyâre instrumental in driving successful client outcomes, integrating risk management solutions, and aligning these tools with business strategy. Sharonâs extensive experience in leading client-facing teams in financial institutions and SaaS companies positions her as an expert on how a service-driven approach can empower banks and financial firms to meet their risk management goals. In this episode, she dives into key strategies for integrating client feedback, creating efficient onboarding processes, and helping banks and credit unions adopt risk intelligence platforms with little to no IT dependency.
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In todayâs fast-paced business environment, understand the client journey is more critical than ever. No matter what industry youâre in, understanding how to guide clients through every phase of their experience can make or break your organizationâs success. In part two of this Client-Driven Success series of the Risk Intel Podcast, Ed Vincent, CEO of SRA Watchtower, sits down with Sharon Campbell, the leader of Client Services, to explore how a proactive approach to the client journey can lead to long-term success, advocacy, and strong partnerships. Listen as we dive deeper into how organizations can enhance their client journey and the importance of engaging "early and often."
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In this episode of the Risk Intel podcast, host Edward Vincent sat down with Sharon Campbell, VP of Client Services at SRA Watchtower, to explore the essential components of a successful client-led organization. Sharonâs extensive experience in leading client-facing teams across financial institutions and SaaS organizations positions her as an expert on how businesses can elevate their client services to deliver outstanding results. Throughout the conversation, Sharon shares valuable insights on how she has built a client-first culture at SRA Watchtower, differentiating between client services, client experience, and client success. She also speaks about the critical role of feedback in shaping client relationships. Tune in to listen to the full episode!
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In this episode of the Risk Intel Podcast, SRA Watchtower CEO, Ed Vincent teams up with Niki White, Chief Growth Officer to explore the concept of "starting where you are" in risk management. This discussion sheds light on how organizations can overcome the common paralysis that can come with over-planning and how to take actionable steps toward effective risk management.
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In today's complex financial landscape, effective risk management is critical for the stability and success of any financial institution. Governance, Risk, and Compliance (GRC) teams play a central role in this process, ensuring that organizations are well-protected against potential risks while maintaining compliance with regulatory standards. But how exactly does GRC fit into the broader picture of Enterprise Risk Management (ERM) and how does GRC differ from the Audit function? This Risk Intel episode features Cathy Jackson, Director or Implementations at SRA Watchtower, who answers four key questions to help you understand the responsibilities of the GRC and Audit teams, how they operate, and how they integrate with ERM. Give it a listen to learn more.
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In this episode of the Risk Intel podcast, host Ed Vincent, invites Niki White, Chief Growth Officer at SRA Watchtower, back to the show to discuss the critical differences between enterprise risk management (ERM) and the audit functions within a financial institution. The discussion centers on the three lines of defense model, a widely recognized framework in risk management. Hereâs a breakdown of how ERM and audit functions differ across each line of defense and technology's role in enhancing these functions.
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In this episode of the Risk Intel Podcast, Claire Jordan, SRA Watchtowerâs Vice President of Product joins host Ed Vincent to explore the critical role of Key Risk Indicators (KRIs) in enabling risk-informed strategic and operational decisions within financial institutions. The episode dives into the nuances of how different stakeholders consume KRIs and how effective dashboards and reports can support this process.
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In the latest Risk Intel Podcast episode, Edward Vincent, CEO of SRA Watchtower, hosts an enlightening discussion with Cathy Jackson, Director of Watchtower Implementation, and Claire Jordan, VP of Product. This episode is a deep dive into best practices for evolving an Enterprise Risk Management (ERM) program, focusing on regulatory guidance, quantitative vs. qualitative metrics, peer data, and risk appetite.
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In this episode of the Risk Intel Podcast, SRA Watchtower CEO Edward Vincent and Cathy Jackson, Director of Watchtower Implementation, delve into the best practices for evolving an Enterprise Risk Management (ERM) program. This insightful conversation covers the historical overview of risk management, the current state and challenges, emerging trends, and the driving forces behind the shift toward collecting more timely and frequent data.
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In this episode of the Risk Intel Podcast, Ed Vincent, host and CEO of SRA Watchtower, invites Cathy Jackson, Director of Watchtower Implementation to the show to delve into the transformative shift in risk management within financial institutions. This discussion is part one of a multi-part series focusing on best practices for enhancing Enterprise Risk Management (ERM) programs or building new ones to operate in a risk-informed decision-making environment. Key points discussed include focusing on the criteria for identifying baseline Key Risk Indicators (KRIs), their characteristics, the value of adhering to a standard set, the importance of consistent monitoring, and the data sources. Listen to learn more.
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In the ever-evolving landscape of financial risk management, the ability to accurately assess and manage risk is paramount. This episode of the Risk Intel Podcast, hosted by Ed Vincent sheds light on the transformative power of risk maturity self-assessments in building robust enterprise risk management programs. Joined by Niki White, Chief Growth Officer at SRA Watchtower, the discussion delves into the nuances of self-guided risk maturity frameworks and how they can help financial institutions achieve internal buy-in for their risk programs. Listen to learn more.
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In this episode of the Risk Intel Podcast, host Ed Vincent invites Shawn Ryan back to the show to dive deeper into the recent Interagency Third-Party Risk Management (TPRM) Guidance released in May 2024. The guidance from the Federal Reserve, FDIC, and the OCC included five critical aspects of third-party risk management: planning, due diligence, contract negotiation, ongoing monitoring, and termination. In Part 1 of this series, Shawn discussed in detail the Planning and Termination stages of third-party engagement. In this episode, Shawn covers the critical aspects of due diligence, contracting, and monitoring that financial institutions must navigate, especially when dealing with FinTech and RegTech firms.
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In this episode of the Risk Intel Podcast, host Ed Vincent, sat down with Shawn Ryan, Chief Financial Officer at SRA Watchtower, to delve into the intricacies of third-party risk management relating to safely onboarding FinTech partners. Their discussion centered on the recent May 2024 joint interagency guidance on third-party risk management and its implications for community banks. This episode is a must-listen for financial institutions navigating the complex landscape of risk and innovation.
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