Trellance Adds New Consulting and Professional Services Offerings

Leading provider of data solutions and services to credit unions introduces new credit card account acquisition services and expands consulting practice with comprehensive data management disciplines

Tampa, FL (April 22, 2020) – Trellance, the leading provider of data analytics, business intelligence, and professional services for credit unions, today announced significant additions to the professional services it offers to clients. The company added a new credit card account acquisition program to its managed services offerings and expanded its consulting services to now cover all seven of its data management disciplines.

The acquisition of new credit card accounts is a key metric for financial growth, and the new accounts acquisition program from Trellance serves as a card portfolio growth catalyst. Using a digital platform, backed by analytics, the program helps credit unions achieve higher conversion rates of potential cardholders. Clients define the member experience with compliant tools and program collateral.

“Using data and market-based insights can be time-consuming for credit unions,” stated Bill Lehman, senior vice president of managed services at Trellance. “But this is how the best results are being achieved, and the professional services group makes this both easy and cost-effective. Clients using these services are able to demonstrate quantifiable success, and the initial group of credit unions running the new account acquisition program is already beating industry averages.”

In the account acquisition program, clients control the custom-designed website, cardholder messaging and pre-qualification parameters. The process verifies pre-qualified data then collects additional information required to issue new cards. Real-time notifications, together with enhanced member reporting of offer acceptances and abandoned applications, are key features of the service.

The company also announced the expansion of its consulting services. Building on successful data management consulting engagements that define desired program maturity and assess program gaps, the consulting practice now offers services covering all seven of its data management disciplines. These include data governance, data architecture, metadata, data quality, data lifecycle, analytics and data privacy. The new practice areas form a comprehensive data management consulting offering.

“Data management covers a vast array of topics and processes,” shared Carlos Caldera, senior vice president and chief data officer at Trellance. “Our consultants ensure that each credit union receives expert guidance and access to the complete spectrum of services needed to manage data in today’s world. This data management consulting framework works in harmony with all of the software and professional services the company provides.”

The new consulting and managed services complement the company’s patented M360 data analytics platform, IronSafe data extraction solution, and other managed services that include member credit line increases, vendor evaluations and invoice audits. Both new services are available immediately.

Learn more about data analyticsprofessional services, and consulting from Trellance.

About Trellance

Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States.

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Erika Hill, Vice President of Marketing