Solutions

The Financial Data Platform

A single solution for credit union data management. Trellance M360 has patented capabilities so that you can understand your members and your opportunities. Many uses, many benefits.

  • Business Intelligence
  • Predictive Analytics
  • Member Insights
  • Data Integration
  • Core Conversions
  • Multi-source Data

M360 – Now More Powerful Than Ever

  • Expanded connector portfolio: Get better member insights from more sources. M360’s connector portfolio grows even larger with two new Loan Origination System (LOS) connectors – MeredianLink® LoansPQ® and Finastra MortgageBot.
  • Customized dashboards for the C-suite: From the CEO to the CXO, Trellance M360 has the executive team covered. Customized dashboards provide department-specific data – connecting teams, improving business decisions, and better serving members.
  • One platform. Many ways to configure and implement. In the cloud, on-premise, or hybrid, Trellance M360 is a multi-source data platform, built for financial institutions.

Solutions for Your Whole Team

Data is transforming the consumer finance industry. To stay ahead of a rapidly changing landscape, credit unions are investing in new technologies and processes. With software, professional services, and consulting, many of your peers use data solutions from Trellance to tackle this challenge. Explore some of the benefits for each department or role:

CEOs and Boards

Chief executives and boards use data to drive growth and governance. And to enable success in each department.

Information Technology

CTOs and CIOs are enabling credit unions with a new generation of data platforms. Smarter, more scalable solutions.

Finance and Operations

CFOs and COOs are addressing growth, expenses, and vendor oversight in new ways. Accurate, more nimble.

Lending and Credit

Lending officers and card administrators are growing portfolios with new campaigns. New applicants, managed risk.

Marketing

CMOs and growth officers are profiling, targeting, and winning new members. Predicting consumer behavior.

Member Experience

Experience officers are improving member understanding, engagement, and satisfaction.

Data Extraction

Convert reports from multiple sources, in multiple formats, into commonly used database structures.
Learn more

Professional Services

Manage programs, campaigns, proposals, and more.
Learn more

Data Consulting

Addressing people, process and technology at each stage of data program maturity.
Learn more

See M360 Live

Trellance makes your evaluation process easy. Schedule a demo, and we’ll share how you can further improve member experience and operational efficiency with M360.