CUSO FORMED TO HELP CUs THRIVE OFFERS NEW SERVICES
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.… Read more
Last month a CU Times article featured the rebrand of CU Mortgage Services to The Servion Group. Their story is the kind we cherish and love to celebrate. Beginning with 3 credit unions working together to help their members. That’s cooperation among cooperatives at its best. Here’s the rest of the story. Enjoy!
PART ONE: Life Story and Experiences
What’s your current position and can you give me a brief overview of what it is you do in your work?
I’m the President and CEO of The Servion Group. Honestly, though, I always tell my employees that I’d drop all titles if I could. I’m a basketball coach outside of the office; I look at myself as a coach when I am at the office.
We focus on relationships rather than on transactions at Servion. In line with that, we’ve developed a language that supports our culture. We talk about “hitting the bullseye,” which is our way of visualizing of the different ways we want to add value for our partners.… Read more
In my thirty years of forming credit union collaborations, I have come to see common lessons, especially in multiply owned CUSOs providing one or more back office operational services. I examine twelve of those lessons in these types of CUSOs.… Read more
Never burn a bridge with former girlfriends. It can jump start a career. I stayed friendly with my high school girlfriend Maryanne who married John Unangst the President of Franklin Mint Federal Credit Union. John formed one of the first CUSOs in 1988. The CUSO provided mortgage services and data processing services to multiple credit unions. As a result of meeting John through Maryanne, I formed John’s CUSO. John became a director on the newly formed NACUSO Board and asked me to go with him to San Diego on his dime to a NACUSO Conference and play golf. My bags were packed before he finished his invitation.
In San Diego, I did a presentation to a four table conference. John suggested to the NACUSO Board that I be their General Counsel. My most attractive feature was that I was free. So began my representation of NACUSO. I thought I could handle this gig as CUSOs are essentially small businesses and I had a lot of experience representing small businesses, including being the attorney for the local Chamber of Commerce. … Read more
We’re excited to feature the 2017 NACUSO CU Collaboration & Innovation Award winner 7 Insurance. We sat down with Jerry Tweeten to hear how he came to work in credit unions and how two credit unions, less than a mile apart decided to not see each other as competitors but collaborators for the benefit of their members.
PART ONE: Life Story and Experience
What’s your current position and can you give me a brief overview of what it is you do in your work? I am the President, and we are a full lines independent insurance agency. We are a collaboration of Y12 FCU and ORNL FCU and I oversee nine CSR/Agents. I manage both credit union’s corporate insurance programs and their other insurance programs, GAP, Service Contracts, Debt Cancellation, Accidental Death & Dismemberment (AD&D), and collateral protection insurance (CPI) programs.
What would you say most motivates you to do what you do?… Read more