• Portfolio Growth Solutions
  • Premier Consulting Services
  • Portfolio Management
  • More Info

Trellance is proud to introduce Optimize, a new cost-effective solution to optimize your credit card program. Expanding Trellance's current Portfolio Consulting Services (PCS) offering, Optimize was created with the intent to help credit unions in need of resources and expertise to better adapt to changes in electronic payments. Optimize consists of three Consultative Solutions geared to improve portfolio growth and profitability.

From turnkey marketing calendars to full portfolio management, pick a solution that is right for you.

Portfolio Growth Solutions- Now Available!

Penetration, Activation and Usage

Portfolio Growth Solutions provides your credit union the opportunity to take advantage of a 12-month turnkey marketing calendar that is planned, developed, coordinated, and implemented by Trellance on your credit unions' behalf. PGS utilizes proven products, services, and campaigns that increase penetration, activation, and usage as well as stimulate portfolio profitability.

Core Products & Promotions in PGS include:
  • Acquisition & Activation Programs
  • Letter & Statement Checks
  • Balance Transfer Promotions
  • Employee Branch Campaign
  • Usage Sweepstakes
  • and more.
To learn more about Portfolio Growth Solutions, view the recording below:

Click Here

For more information email optimize@trellance.com or call 888-930-2728 ext. 380

Premier Consulting Services

Premier Consulting Services leverages portfolio analytics to better analyze your credit union's portfolio. The analytics allows Trellance and your credit union to effectively develop targeted portfolio improvement plans supported by marketing resources to customize campaigns, materials, and communication. This service provides a customized and targeted approach that fosters your credit union's brand while elevating the success of their program.

For more information email optimize@trellance.com or call 888-930-CSCU (2728) ext. 380

Portfolio Management

With Portfolio Management Services, let CSCU manage all or as many facets of the portfolio the credit union would like while still retaining the asset. Trellance manages the development of the underwriting criteria, product and channel development, acquisition, application processing and fulfilment, account data, settlement, cardholder billing, account administration, and portfolio reporting and analytics. This solution allows your credit union to decide where it would like to leverage CSCU's portfolio management expertise to assure your members are being offered the best in card products.

For more information email optimize@trellance.com or call 888-930-2728 ext. 380