Tag: CUSO

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New Brand Trellance to Launch at GAC 2018

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.

“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 www.trellance.com.

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 www.immersion18.com.  

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 Trellance.com, visit us at www.thepaymentsreview.com for industry insights and our perspective on the future, or follow us on LinkedIn, Facebook and Twitter @Trellance.

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NACUSO Spotlight on Brad Crandall, CEO of The Servion Group

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.

We also talk about service in layers of the bullseye. Availability, accuracy, and partnership are the outer rings. You need to be able to hit them if you want to hit the bullseye. We hit our bullseye when we have earned our partners’ trust through availability and accuracy, and thereby become their advisor on the road to success.

As the coach of the Servion team, my day to day is about leading us to hit the bullseye for every credit union we serve.

What would you say most motivates you to do what you do? What are you most excited or passionate about?

I’m fortunate, when you asked me what I do day to day, you might as well have asked what I am passionate about. When I get done leading our staff townhalls or with an ideation meeting, I could run laps around the building.

One thing in particular that energizes me is innovation. The Servion Group came from an idea first drawn-up on the back of a napkin. That origin story is very much in line with my leadership style. If someone on our staff has an idea for a great solution – one that can profitably deliver the benefits of scale to our partners – I get excited about empowering them to go make it a reality. In fact, many of our services today came from staff pitching ways we could solve a pain point for our partners. Recent examples are our correspondent and wholesale mortgage channels, or our mortgage quality control service.

Continue reading NACUSO Spotlight on Brad Crandall, CEO of The Servion Group

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A Dozen Lessons Learned in Credit Union Collaborations By Guy Messick

CUSO Guru

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. Continue reading A Dozen Lessons Learned in Credit Union Collaborations By Guy Messick