Trellance completes significant product release of its M360 data analytics platform

Leading provider of data solutions and services introduces new data visualization dashboards, adds loan origination connectors, refreshes commercial app store and announces new partners.

TAMPA, FL (July 29, 2020) — Trellance, the leading provider of data analytics, business intelligence and professional services for credit unions and community banks, today unveiled the most significant product release of its signature M360 data analytics platform. The product release includes all-new data visualization dashboards with configurable metrics and KPIs by department, MeridianLink LoansPQ and Finastra Fusion Mortgagebot loan origination connectors, content and functionality updates to its unique commercial app store and new partners who have joined an expanded partnership program.

Enhancements to the Trellance M360 data platform include comprehensive visualization dashboards for Microsoft Power BI users, allowing credit union and community banking leaders to monitor and measure important operational metrics. Executive teams can visualize and analyze data as they focus on key performance indicators (KPIs), using dashboards specific to a role or department. The dashboards reconcile back to the organization’s source data so that teams can use the platform for quick and accurate decision-making. CEOs and other leaders see consistent information across the organization.

“Now more than ever, financial institutions are competing in a data-driven world, and they have some of the richest data sets out there,” shared Trellance Chief Product Officer, Paolo Teotino. “With this latest product release, there is more data flowing into the platform, the user experience has been enhanced and the partner network continues to grow. Each of these areas helps organizations improve their operations and better serve the needs of their local community.”

The M360 release also includes new loan origination system connectors to MeridianLink Loans PQ and Finastra Fusion Mortgagebot. With these enhancements, credit unions can see what loans members are applying for, how the loans affect member profitability and how to improve the overall loan portfolio. They can then connect these new sources to other core and ancillary data sources already flowing into the platform, allowing them to combine mortgage insights with insights from the most widely used data processing and credit card systems. The platform now offers ten pre-built data connectors, more than is available from any other provider.

Today’s announcement includes updates to the Trellance App Store. An easy way for clients to customize their instance of M360, the Trellance App Store includes new navigation functionality, refreshed content, e-commerce features and new apps. Visitors to the store will also find the new visualization dashboards available for purchase.

Trellance has added new partners to its recently expanded partnership program, an ecosystem of certified software applications built for digital transformation. These new partners – Prisma Campaigns, Profit Resources and Flow Tracker Analytics – provide community financial institutions with the ability to execute marketing campaigns or profitability analyses that are automated, contextual and personalized.

This week, credit unions can view the new Trellance M360 capabilities firsthand during the 2020 Virtual CU Leadership Convention from July 28 through July 31. Details about the product release can also be found on the Trellance website.

About Trellance

Trellance is a credit union cooperative and leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As a tech partner, Trellance ensures that credit unions have access to the latest generation of fintech solutions, filled with powerful tools such as artificial intelligence and machine learning. Learn more at


Maren Bradley
Manager of Marketing Communications

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