Identify and Act to Innovate and Grow

Prescriptive Analytics

Outcome and data-driven business solutions to ensure your credit union is maximizing the value provided to membership

Get started at your credit union

Grow your credit card and car loan portfolio by leveraging the power of your data and the know-how of our dedicated team of experts.

There are a lot of options out there to obtain data analytics, but they don’t always provide great support. I’ve found that when we’ve needed something, or wanted to run an additional scenario or add a new feature to the platform, Trellance has been very responsive and willing to work with us to meet our needs. The responsive and dynamic working relationship with Trellance’s personnel, along with the ability of the product to be customized and updated as business needs change, is what makes Trellance the right fit for us.
Nathan StevensCPA
Nathan Stevens
We were impressed with the flexibility offered by the Trellance Model. Their team works with us to determine what information we need to fuel our operational decisions and the best way to incorporate that information into the loan portfolio analysis. They are able to present the data in a format that adds real value to our decision-making process.
Dennis BauerChief Financial Officer
Dennis Bauer
This is amazing!! It’s access to visual data we haven’t had before!
Angela FaustVice President of Operations
Angela Faust
It’s clear Trellance has been doing this with credit unions for a long time. They’ve seen it all and know what works.
Cassie MangoldVP of Lending Services
Cassie Mangold
Working with Trellance on the employee incentive campaigns has been great. We will definitely participate in more.
Ashley JoseyPlastic Cards Supervisor
By the way, I love the report you put together for us.   I showed NCUA this last week and they liked it!
Joe MurcarVP Finance
Joe Murcar
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What can your credit union achieve with prescriptive analytics?

Grow your credit card portfolio by increasing member utilization rate and by adding new cardholders.

Boost your auto loan portfolio by targeting members that have an auto loan financed with a competing institution.

Benefit from a revenue share model where Trellance runs a full-year calendar of campaigns and promotions designed to increase your card program penetration, activation and usage.

Outsource the creation and distribution of all marketing materials to support your card programs through both physical and digital channels.

Outcome-Driven Analytics

Prescriptive Analytics unlocks the value of your data and analytics assets to bridge the gap between vision and execution. Using our deep credit union expertise, we provide clients insights on the risks and opportunities specific to their individual loan portfolios.

This provides you with ‘last mile’ advisory and execution leveraging data-driven and advanced analytics solutions.

  • Concentration Risk Assessment
  • Stress Testing
  • Current Expected Credit Losses (CECL)
  • Lending Advisory
  • Risk Based Pricing Analysis
  • Advanced Portfolio Segmentation
  • Campaign Management
  • Creative Asset Design
  • Targeted Marketing Campaigns
  • Advanced Benchmarking
  • Value-add Third-Party Data
  • Analytical Intelligence
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See how prescriptive analytics can shape your business

Portfolio Growth Solutions

Increase penetration, activation, usage, and retention of your card portfolio.

Credit Line Increase

Provide value to your members, generate income and improve long-term portfolio profitability.

New Account Acquisition

Quickly convert a non-cardholder member into a profitable one just with a click of a few buttons.

Auto Refinance

Take back opportunities through existing members who have an auto loan with a competitor by offering better rates

Data Enrichment

Understand credit and collateral quality migration.

Current Expected Credit Losses

Financial statements are the responsibility of management, meaning you will need to understand your calculation and have the flexibility to make it your own.

Multi-Dimensional Loan Portfolio Analytics

Maintain adequate capital to take on additional risks to serve members, and where to deploy that capital in order to create the most impact.

What credit unions are saying...

FFFCU

“Simply put, the Card Portfolio Growth Solution works. Without a doubt, it has been the best decision we have made as a credit union for our credit card portfolio. The numbers don’t lie, it has been a great couple of years, and we could not have done it without the help of Trellance.”

Clint Gray

VP of Financial Services
First Financial Credit Union of New Mexico