2021 Digital Series

A six-week series of live web sessions, featuring industry perspectives, research, and innovation to help you plan for 2022.

Get the latest updates on LinkedIn by following #TrellanceDigitalSeries.

Upcoming Sessions

Driving Retention Through Member Rewards

Aug 5, 2021    |    2pm – 3pm EDT

Rewards and retention go hand in hand. So, what is the secret to ensure you are your member’s top of the wallet card? Innovation and next-gen rewards. In this session, Affinity Credit Union will share how they have created a successful debit reward program. Trellance’s partner Verrency, a global payments innovator, will also share secrets of the trade.

Jeff MacMillan, VP of Payments and Deposits at Affinity Credit Union
Joe Lynam, President and Commercial Director at Verrency
James Gukeisen, Sr. Manager of Professional Services at Trellance

Data Management: Principles and Practices for Credit Unions

Aug 12, 2021    |    2pm – 3pm EDT

In the information age, managing data to reduce risk and maximize opportunity is an inescapable reality. Hear about the principles and practices that matter, from experts who work with credit unions each day. 

Merrill Albert, Data Services Delivery Director at Trellance


Data Use Cases: Who is Achieving What and How (Panel)

Aug 17, 2021    |    2pm – 3pm EDT

Credit unions everywhere are using data to drive results. Hear about the most compelling use cases, straight from credit unions and industry leaders. Who is using data, how, and what are they achieving with it? Find out in this dynamic session, which will provide both technical and strategic insight.

Anne Legg, Founder of Thrive Strategic Services
Naveen Jain, Founder of CULytics

Digital Transformation: What it Means for Credit Unions

Aug 19, 2021    |    2pm – 3pm EDT

Digital transformation. Discussion about the topic is everywhere. But what does that mean for credit unions? Get the answers in this practical, research-focused session featuring insights from Filene Research Institute. Best of all, you’ll learn how it affects member touchpoints, organizational readiness, and decision-making. And a bonus, get a first look at some tools that improve the digital experience.

Chris Harper, Senior Director Membership at Filene Research Institute
Velco Farina, Managing Director at Kaleyra


Trellance Business Analytics Offering: Improving Business Performance and Member Experiences

Aug 24, 2021    |    2pm – 3pm EDT

This session provides an overview of the current Trellance Business Analytics offering, illustrating how Trellance  empowers credit unions to improve business performance and member experiences.

Paolo Teotino, Chief Product Officer at Trellance


Trellance M360 Platform Overview

Aug 26, 2021    |    2pm – 3pm EDT

Get an end-to-end overview of M360, starting from data acquisition all the way through leveraging insights provided by the included dashboards. The Trellance team will announce new capabilities and show new features. 

Nate Wentzlaff, Director of Business Intelligence Solutions at Trellance


Dashboard Challenge: Actionable Insights Through Data Visualization

Aug 31, 2021    |    2pm – 3pm EDT

Join us to showcase your credit union’s creative approach to analytic visualizations, or attend to hear more from other credit unions in their unique approach to visualizations to meet their analytical needs.

David Chojnacki, AVP Client Engagement at Trellance


Trellance Predictive Model Suite Overview

Sept 2, 2021    |    2pm – 3pm EDT

Don’t miss hearing how the predictive model suite can improve member satisfaction and profitability. Advanced data science, cost-effective technologies, and structured implementation processes – it’s all in this session.

Nate Wetzlaff, Director of Business Intelligence Solutions at Trellance
Colin McCarter, Director of Data Science Solutions at Trellance

Completed Sessions

2021 Digital Series Kickoff: Credit Union Industry Trends and Strategies for 2022

July 27, 2021 

The financial industry has experienced once-in-a-lifetime changes over the last year. Where, when, and how credit unions operate has changed dramatically. Join us to hear the latest industry research and trends to help set your credit union up for success in 2022. 

Bill Lehman, SVP Service Delivery at Trellance
Suchit Shah, Founder and COO of CU Rise Analytics at Trellance

Data Driven Solutions to Drive Credit Card Portfolio Growth

July 29, 2021 

Data is the driver to your portfolio’s success. But what products will support your data journey? Unlocking and utilizing your data is key to learning how to serve your membership and support your financial institution. After analyzing the data in your portfolio, discover what services can be implemented to strengthen your member relations and boost your bottom line.

Ann Farrell, Director of Portfolio Growth at Trellance

Auto Loan Market: Research, Trends, and Solutions

Aug 3, 2021

Auto loans are an important part of a loan portfolio. And over the past 18 months, this has been a very dynamic area. Get the latest research and trends from Filene Research Institute and hear from Capitol Credit Union about how they are boosting their auto loan balances.

Martin Fogarty, Director of Remote Delivery at Capitol Credit Union
Chris Harper, Sr. Director of Membership at
Filene Research Institute
Patti Berry, Managed Services Specialist at Trellance