Upcoming Events


Trellance’s OnApproach M360 Data Services Process Through the Lens of BankBI’s Performance Management & Reporting

The Trellance OnApproach M360 Data Services Process (DSP) is an optional software component that M360 V4 clients can use that allows applications such as BankBI to further leverage their data warehouse investment.

The DSP allows M360 V4 clients to easily automate the extraction and delivery of OnApproach M360 data to multiple applications offered by 3rd party vendors

BankBI has collaborated with Trellance for over 12 months in both the development and support of this DSP.

Graham Goble of BankBI and and Peter Keers of Trellance will introduce the DSP and show how it works through the lens of BankBI as an application.


Thursday, May 30, 11:00 AM CDT

Register now: https://info.trellance.com/trellance-onapproach-m360-data-services-process-bankbi-webinar-register

Special Offer:

In addition, BankBI is supporting the introduction of the DSP by the following Spring Growth promotion.

  • BankBI will be offering a 25% discount on SaaS for any client who contracts with BankBI prior to July 31, 2019. Delivery to Start on or before Sept 30, 2019.
  • Trellance will be providing the DSP as a free license for 12 months with 15 hours of support included as part of the Spring Growth promotion.

More about the Spring Growth promotion (Terms & Conditions):

  • Sign BankBI, Order form on or before July 31, 2019.


Graham Goble, CEO/Founder, BankBI 

Graham Goble is CEO and Founder of BankBI Ltd. BankBI is software as a service (SaaS) company based in the UK specializing in performance management solutions for banks, credit unions and the micro finance industry. BankBI provides a cloud-based architecture for implementing a financial and banking performance management solution delivering pre-built dashboards and reports to mobile devices and the desktop. Via the cloud model more than 60 financial institutions now rely on BankBI in over 40 countries. Prior to founding BankBI, Graham was Product Director at a leading core banking vendor responsible for Business Intelligence. Graham also has over fifteen years’ experience of working as a CIO in international banks based in London, UK.

About BankBI

Five years ago, we had a vision: a world where CFOs and CEOs in banks, credit unions and microfinance networks could use accurate, up-to-date information to run their businesses.

Our mission was simple: alleviate the pressure on finance professionals by removing some of the laborious, manual work from their day and provide access to information that helps them work more effectively, whenever and wherever it’s needed.

Fast forward five years, and we’re very much ‘on mission’. Through a combination of experience and our automated financial and banking performance management software, we’ve helped customers from China to Canada transform raw data into the daily, relevant business insights that drive success.

We now have over 60 customers in over 40 countries benefiting from a software-as-a-service model deployed via Microsoft Azure.

Register now: https://info.trellance.com/trellance-onapproach-m360-data-services-process-bankbi-webinar-register

Check back soon or sign up for email updates to discover upcoming webinars. Visit https://www.trellance.com/webinars-presentations/ to view recordings of past webinars.


The 6th Annual AXFI Conference addresses the growing need to make analytics and innovation a top priority for credit unions. This conference is designed to be of interest to all levels of credit union management, C-Level, VPs, Managers and Technical Staff. The Analytics Track is designed for those that understand their world is changing and seek a way to stay ahead of the curve. The Innovation Track will be unlike anything you’ve experienced, focusing on how we take the channels we have created to the next level. Come find out why Credit Unions are in the best position to succeed in the new digital world on June 9-12, 2019 at the Radisson Blu Mall of America – you won’t regret it!

Visit http://www.axficonference.com/ to learn more and register.