Case Study

Meritrust Credit Union

$ 0 B
In assets
0 K

Uncovering Member Lifetime Value Insights

Meritrust Credit Union, a Kansas-based credit union with $1.7 billion in assets, sought to understand its current membership so it could better plan for the future. Understanding current member behaviors would enable them to develop and execute effective growth campaigns. 

To achieve this, Meritrust partnered with Trellance to develop a Member Lifetime Value model that analyzed three member attributes to identify the members that were generating the most return for the credit union. 

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What's covered in the case study?

 The future of banking and how credit unions need to adapt

The importance of understanding your membership and how to identify those who contribute to the credit union the most

Understanding how data management programs effect and improve the member experience

“When we got our first data insights back from Trellance, we were like kids at Christmas.”

Jamie Harrison

SVP/Chief Growth Officer, Meritrust Credit Union