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S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
Banking on Data Podcast
Banking on Data Podcast
S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
Jul 15, 2025
Season 3
Episode 22
Lumio
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 strategy into action by creating "The Playbook". Listen to the full episode to learn more.