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1 BMW iVentures: AI, Robotics, and Onshoring Trends with Sam Huang 35:36
S2 | E40: Client-Driven Success: Implementing More Than Software
Manage episode 441622665 series 3480871
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. Today’s client services teams do much more than just manage or implement software — they’re instrumental in driving successful client outcomes, integrating risk management solutions, and aligning these tools with business strategy. Sharon’s 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.
105 episodes
Manage episode 441622665 series 3480871
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. Today’s client services teams do much more than just manage or implement software — they’re instrumental in driving successful client outcomes, integrating risk management solutions, and aligning these tools with business strategy. Sharon’s 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.
105 episodes
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1 S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk 27:03

1 S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk 18:26

1 S3 | E20: Mind The Gap (PT1) What Does Execution Risk Really Mean For Banks? 27:19

1 S3 | E19: Cyber Risk in Focus: The Regulatory Shift and What It Means for You 29:04

1 S3 | E18: Cyber Risk in Focus Evolving Threats and the Sunset of the CAT Tool 27:07

1 S3 | E17: Putting Data Strategy Into Action: From Whiteboard to Real-World Impact 18:57

1 S3 | E16: The Data Strategy Divide: Why Reports Aren’t Enough 12:14

1 S3 | E15: Defining A Data Strategy: What a Data Strategy is - and Isn’t 8:28

1 S3 | E14: How to Start a Data Strategy From Nothing: Make the Mind Shift From Stuck To Start 27:56

1 S3 | E13: 2025 Top Emerging Risks: Preparing for the Unpredictable 23:05

1 S3 | E12: How to Improve Collaboration Among Banks, FinTechs, and Regulators 42:48

1 S3 | E11: Q1 Pulse Check: Kirsten Muetzel Shares 2025 Financial Services Vital Signs 37:32

1 S3 | E10: Why Should a Financial Institution CEO Prioritize ERM? 16:30

1 S3 | E9: How CROs Can Leverage A.I. to Modernize Their Risk Program 30:02

1 S3 | E8: How Vantage Bank Modernized Their ERM Program Through Data & Technology 25:27

1 S3 | E7: Best Practices for a Successful RCSA Implementation 16:18

1 S3 | E6: SRA Watchtower + Lumio Insight: The Future of Risk & Business Intelligence 20:06

1 S3 | E5: How To Drive A Calculation Methodology Within Your RCSA 15:05

1 S3 | E4: Annual KRI Health Check: The Importance of Evolving Your Key Risk Indicators 16:27

1 S3 | E3: Part 3 | Using Data as a Strategic Asset With Jeff Fink, Lumio Insights 26:55

1 S3 | E2: Driving Banking Innovation In 2025 - Insights From Joseph Berry (KBW) 25:52

1 S3 | E1: Navigating the 2025 Banking M&A Landscape 30:26

1 S2 | E52: 2024 Risk Intel Rewind: The Top 10 Episodes You Can’t Miss 17:54

1 S2 | E51: Using Data as a Strategic Asset (Part 2) Governance Frameworks 24:43

1 S2 | E50: Using Data as a Strategic Asset (Part One) Data Architecture 25:15

1 S2 | E49: Integrated Risk Management: Leveraging Tools & Frameworks To Tell The Right Story 33:25

1 S2 | E48: 2024 Election Insights: The Path Forward for Banks and Fintechs Under Trump’s Presidency 36:33

1 S2 | E47: Establishing a Resilient ERM Framework - Insights From Two Seasoned CROs 30:33

1 S2 | E46: Strengthening Bank-FinTech Partnerships - Phil Goldfeder, CEO, AFC 31:40

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