Case Study

Ideal Credit Union

ideal logo
0
Year founded
$ 0 M
In assets
0 K
Members

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.

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What's covered in the case study?

Ideal envisioned a member loyaloty program that would provide upward scaling rewards as members used their products and services.

Why they chose Trellance as a scalable business intelligence platform to aggregate and normalize member data from multiple disparate sources.

Key implementation lessons learned from their new VIP program.

“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
Ideal Credit Union