CU Rise Analytics announces Trellance CEO Tom Davis as newest board member

VIENNA, VA (July 25, 2019) — This month, CU Rise Analytics welcomed Tom Davis as the newest member of its Board of Directors. Davis is the CEO of data consulting company Trellance, and is a recognized expert in credit union finance, technology, payments, and strategic planning.

CU Rise will leverage Davis’ deep experience as it expands its portfolio of innovative data analytics products and services and continues to serve a growing number of credit unions in the U.S. CU Rise recently developed two new intelligent analytics products, OPTICS and CPMS, to complement its slate of data science products and services for credit unions. The new products provide credit unions with powerful analytics tools without requiring substantial investments in cost or time.

“Tom’s passion for innovative, yet accessible technology, coupled with his extensive experience in working with credit unions and leading CUSOs, will help us during this time where our company is both growing quickly and adding new products,” said CU Rise CEO Karan Bhalla. “We welcome his input as we focus on developing and driving forward the most relevant and valuable new offerings.”

Davis believes that CU Rise is filling an important gap in the credit union service industry. “They are enabling credit unions to employ the latest analytics practices by making it affordable, transparent, and practical. I really believe in the value they offer, and look forward to supporting them as they create innovative and technologically-advanced analytical products and services that are accessible to all credit unions,” Davis said.

During his career, Davis has amassed a breadth of knowledge and insight into the specialized needs of credit unions. He is the visionary and driving force behind Trellance, and prior to being named its president and CEO, served as the senior vice president of finance and technology. He has more than 25 years’ experience working in the payments, IT, and software design industries, and is a respected subject matter expert. Davis is skilled at simplifying the complexity of new technologies driving major change in the financial services industry. He is also a member of the NACUSO board of directors.

Davis earned an M.B.A. from the University of South Florida where he graduated with honors and was a member of the Phi Kappa Phi honors fraternity. He received his undergraduate degree in accounting and finance from Missouri State University.

About CU Rise Analytics

CU Rise Analytics is a global CUSO helping credit unions leverage the power of data to better understand their members. CU Rise identifies the ideal intersections of member need and business opportunity, and provides cost-effective, actionable, manageable solutions that create high-impact results.  It is a value-driven resource for data science, strategic best practices, and advisory services. Learn more at


Roopika Raj
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