The CUInsight Network podcast: Innovative technology – Trellance (#67)

Featuring Steve Kass, Chief Services Officer at Trellance

Thank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation.

During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. 

As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass!

Connect with Steve:
Steve Kass, Chief Services Officer at Trellance
Steve: LinkedIn
Trellance: LinkedIn | Facebook | Twitter | YouTube 

Show notes from this episode:
What an amazing interview with Steve! Check out all the exceptional work his team is doing over at Trellance here.
Want to hear more from Steve? Click here.
Shout-out: New York Yankees
Shout-out: ChatGPT
Shout-out: Morgan Stanley
Shout-out: J. P. Morgan
Shout-out: Bloomberg L.P.
Place mentioned: Chicago, IL
Place mentioned: New York, NY
Shout-out: Brad Pitt
Film mentioned: Moneyball
Shout-out: Oakland Athletics
Shout-out: Billy Beane
Book mentioned: Moneyball: The Art of Winning an Unfair Game by Michael Lewis

In this episode:
[00:42] – Steve Kass had a childhood dream to do radio play-by-play for the NY Yankees.
[02:47] – What are Steve’s thoughts about ways to use AI in the credit union industry?
[05:52] – Steve talks about which financial institutions already incorporate AI.
[08:48] – Steve shares how Trellance assists credit unions with data, people, and cloud services. PART 1
[11:33] – Steve shares how Trellance assists credit unions with data, people, and cloud services. PART 2
[14:33] – What cities does Steve like to visit?
[17:21] – Thank you Steve, and thank you for listening!

Lauren Culp

Lauren Culp

Lauren Culp is the President & CEO at She leads the growing team at CUInsight, works with organizations serving credit unions to maximize their brand and exposure, connects with ... Web: Details