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Locations
Trellance Annual Conference
Trellance Partner Program
Newsroom / Media Center
Executive Leadership
Board of Directors

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Descriptive AnalyticsDive into your credit union’s performance.
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About
About Us
Locations
Trellance Annual Conference
Trellance Partner Program
Newsroom / Media Center
Executive Leadership
Board of Directors
Careers

Analytics
Data ManagementBuild a proven data management culture.
Descriptive AnalyticsDive into your credit union’s performance.
Predictive AnalyticsAnticipate your members’ needs.
Prescriptive AnalyticsIdentify and act on your members’ needs
Cloud
Cloud SolutionsPurpose-built for credit unions.
Disaster RecoveryDevelop a system of prevention, mitigation, and recovery.
Information SecuritySafeguard your member data and privacy.
Telecom ServicesEnhance secure networks with customized telecom services.
Business Continuity ManagementContinue serving your members following disruption.
Talent
Staff AugmentationAdd the best tech talent to your credit union.
Talent FinderBrowse available resources to support you.
Professional ServicesWork alongside our experts to promote growth.
myTalentCenterCost-effective offshore outsourcing.
Resources
Resources
Data BlogTrending content for credit unions
Product SheetsDownload product and service documents
Case StudiesReal results for credit unions
VideosWatch our latest product and service highlights
WebinarsView on-demand recordings
WhitepapersIn-depth thought leadership
TestimonialsHear directly from our clients
EventsJoin us at upcoming events.

KeyStone Forms Obstacles: Quick Solutions for Common Challenges
Read More »
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Reach your data goals

Take our short quiz to help identify the data efforts that will move you closer to your goals during the next 6-12 months.

Data Maturity Assessment

Are you curious about the level of data maturity at your credit union? Take our data maturity quiz to find out and receive actionable steps to improve your use of data. Start the quiz now and see how your credit union stacks up.

1.

Which one of the items below is your top near-term data priority (> 12 months)?

To better organize and structure our data.

To develop more detailed personas that help us better understand our member base.

To create marketing campaigns around the products our members are most likely to be interested in.

To understand and prepare for potential economic and financial changes, such as: possible recession, housing market changes, and changes in member credit card balances

2.

Which one of the following would best help you to achieve your most immediate data goals?

Creating a single source of truth for our data.

Identifying opportunities or growth areas by understanding how our key metrics compare to other credit unions in our cohort.

A better understanding of member behavioral trends such as product propensity or member attrition.

A greater brand awareness of our credit union and offerings within our community.

3.

Which option below best reflects your current data pain points?

Lack of overall organization and integration of data sources.

Slow or poor reporting that doesn’t reveal clear insights.

Our data is not actionable.

There is a lack of awareness of our full products and services within our member base.

4.

Which of the following most accurately describes how your credit union currently uses data?

We have used data on a project basis, but don’t have all data sources integrated.

We have, or are working toward, data integration and are starting to segment our member database.

We are analyzing member behaviors and are starting to, or are interested in, forecasting.

We are utilizing data to segment and target members for the marketing campaigns they are most likely to respond positively to

5.

Which of the following data action items do you feel would most improve your member service?

Achieving a more comprehensive view of online and offline member behaviors.

Better reporting that helps us monitor and measure important KPIs and respond quickly to changes and opportunities.

Utilizing our historical data to better predict future trends, such as member attrition or credit card spending.

Targeted marketing campaigns to the members most likely to benefit from specific product offerings

6.

What describes your level of marketing personalization for email communication?

We mainly send marketing emails that go to our entire membership list.

We have some segmented lists based on static criteria, such as geography or demographic characteristics.

We use dynamic member segmentation and triggered email sequences.

Nearly all of our email communications are personalized with consideration for individual member-level factors.

7.

How would you describe your data culture?

There is support from leadership, but data processes are not yet formally operationalized.

Data is used for specific projects or by certain departments, but not organization-wide.

Our department heads understand the value of data; we have a platform to centralize data and are generating analytics.

Data is central to our operations and we are ready to adopt more sophisticated statistical models.

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(888) 930-2728

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