New Brand Trellance to Launch at GAC 2018


Trellance, the newly-reemerged CUSO, plans to showcase its brand, product and service offerings at CUNA’s GAC 2018. True to its commitment to providing innovative yet simple solutions to help credit unions adapt and thrive, Trellance plans to offer data-driven consultative, operational and educational services to Credit Unions.

This is the inaugural conference for Trellance’s brand and its redesigned solution set that is designed to assist credit unions in addressing their everyday pain points with programs that cultivate growth. “Our OptimizeTM family of managed services is designed to help CUs strengthen their card programs. We will leverage a powerful combination of data analytics, marketing tools and third-party relationships to create results for CUs,” says Bill Lehman, SVP of managed services at Trellance.

“In our current portfolio, Trellance offers OptimizeTM Card Portfolio Growth Solutions, which helps CUs to increase penetration, activation and usage of their card programs; a Credit Line Increase Program (CLIP), a turnkey program designed to maximize card portfolio growth; and Card Portfolio Consulting, which provides analysis, benchmarking and best practices to drive growth,” continued Lehman.

“These flagship products have been very successful, so we have decided to expand OptimizeTM to provide operational reviews with an Operational Consulting solution, and Invoice Audits, where we will become an advocate for CUs with their third-party vendors and review payments invoices on their behalf to ensure that they are getting the most from these relationships. In addition, we are also adding an expert-led Payments Academy to prepare and educate CUs for today’s and tomorrow’s payments landscape,” added Lehman.

The CUSO also plans to offer customized engagements through enhanced consulting with a Vendor Management solution. This solution will offer RFP consulting, assist with vendor selection, and provide strategies based on data analytics and industry insights. Information on all these products and services can be found on Trellance’s newly-built website

Trellance also plans to share more details on its products and services at its 27th annual conference, immersion18 to be held May 8-11, 2018 at the Fort Lauderdale Marriott Harbor Beach Resort & Spa in Fort Lauderdale, Florida. Keynote speakers for the conference are Daymond John, the “Shark Tank” investor and FUBU creator and Theresa Payton, the first female to serve as White House chief information officer and star of the CBS TV series “Hunted”. To register and for more information visit  

About Trellance:

Born out of nearly 30 years of payments experience and a passion for the credit union movement, Trellance is committed to providing innovative yet simple solutions to help credit unions adapt and thrive in a complex and competitive landscape. Together we can build and implement strategies to seize the exciting future of our industry. 

Learn more about us at, visit us at for industry insights and our perspective on the future, or follow us on LinkedIn, Facebook and Twitter @Trellance.