FLOWER MOUND, TX (May 1, 2025) |
TRISCEND, a leader in innovative executive benefit solutions, and Trellance Cooperative Holdings Inc., a credit union cooperative and leading technology partner for credit unions, today announced a first-of-its-kind partnership designed to transform executive benefit management across the credit union industry by introducing a level of transparency and accessibility never before available.
At the core of this partnership is ProBridge, one of Trellance’s business entities, providing a team of skilled credit union technology professionals that will introduce new levels of transparency and efficiency to credit unions’ executive benefits programs. By leveraging the expertise of TRISCENDNP in executive benefits and Trellance’s deep insights and technology, the collaboration will unlock unprecedented opportunities for leaders to optimize and enhance their financial planning strategies.
“Executives with a life insurance-based benefit, such as a split-dollar plan, possess a valuable asset that is integral to their overall financial strategy. They should be able to check its status and manage that asset as easily as they do with their other financial accounts. Until now, that level of accessibility hasn’t existed. This partnership changes that,” said Dale Edwards, co-founder and principal of TRISCENDNP. “By bringing transparency and digital access to executive benefit plans, we’re supplementing how executives engage with these critical financial tools. High-touch service meets high-tech innovation — that’s the game-changer.”
Executive benefit plans have long been designed with precision and customization, yet the technology supporting them has not kept pace with the seamless, real-time accessibility that executives expect. While traditional investment and brokerage accounts offer instant visibility, executive benefit plans often require additional steps to access key details. This partnership is changing that, delivering a digital-first solution that puts essential benefit information at executives’ fingertips — efficiently, intuitively and securely.
“Trellance has always been at the forefront of innovation in the credit union space,” said Tom Davis, president and CEO of Trellance. “This partnership reinforces our commitment to evolving alongside the industry, expanding beyond data and technology to support the leaders who drive credit unions forward. By integrating executive benefits into our suite of solutions, we’re helping credit unions attract, retain and empower top-tier talent, ensuring their continued success in a competitive financial landscape.”