Ideal Credit Union Case Study

Using Data to Boost Member Profitability

Ideal Credit Union serves over 50,000 members across six counties in the Minneapolis-St. Paul metro area. When Ideal decided to develop a fully-featured loyalty program that rewards high-value members and drives increased usage of products and services, it didn’t take them long to decide to partner with Trellance and its M360 data analytics platform. By integrating member data into M360, Ideal could unlock reward opportunities for members, build better connections, increase engagement rates and produce greater member profitability.

“Our VIP program developed through Trellance M360 has helped grow our product penetration to our membership. We have determined that the following four products drive profitability: checking, credit card, auto loan and mortgage loan.”

Dennis Bauer
Chief Financial Officer

Read the full case study to learn:

  • What drove Ideal Credit Union to choose M360 for their specific needs
  • How M360 helped Ideal aggregate and normalize member data from multiple disparate sources
  • How Trellance supported Ideal to build a successful member loyalty program
  • Key implementation lessons learned
Read the Case Study