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Leveraging the Power of OnApproach M360

Tampa, FL (June 4, 2019) – Trellance (www.Trellance.com), the leading provider of analytics solutions for credit unions, is excited to announce Credit Union ONE (Ferndale, MI) is the latest to join the innovative OnApproach M360 Enterprise industry platform. By partnering with Trellance, Credit Union ONE will benefit from enhanced enterprise reporting, member service, and accelerated digital transformation.

“We are very excited to engage with Trellance to enhance our data analytics capabilities,” stated Gary Moody, CEO, Credit Union ONE. “After a thorough evaluation of our options, the OnApproach M360 platform stands out as the data-solution most aligned with our strategic vision and direction. Coupled with Trellance’s experience and complementary services, we look forward to improving our decision-making, operations, and ultimately the member experience with actionable data insights.”

Tampa, FL. (February 27) – Trellance and OnApproach are excited to announce that three credit unions will be joining the CU Analytics Ecosystem, powered by OnApproach. These credit unions represent the first institutions to select the collaborative OnApproach M360 data platform since Trellance’s acquisition of OnApproach on February 8, 2019.

The credit unions that will now benefit from full access to their data and the collaborative resources of the credit union industry are:

• We Florida Financial Credit Union
  • Location: Margate, FL
  • Asset size: $507 Million
  • Core processor: Fiserv – Spectrum
• Credit Union of America
  • Location: Wichita, KS
  • Asset size: $890 Million
  • Core processor: Symitar – Episys
• Rogue Credit Union
  • Location: Medford, OR
  • Asset Size: $1.54 Billion
  • Core Processor: Fiserv – Spectrum

To Build and Harness the Power of Data Analytics for Credit Unions

Tampa, FL.— February 8, 2019 — Trellance today announced its acquisition of OnApproach.  The acquisition combines two leading Credit Union Service Organizations (CUSO) to become the industry’s leading data analytics provider to credit unions nationwide.

The acquisition agreement closed on February 8, 2019, with unanimous approval by Trellance’s Board of Directors.  President & CEO of Trellance, Tom Davis, said, “We continue to recognize the importance of data analytics in providing insights to drive results today and into the future. With this acquisition, Trellance in conjunction with OnApproach, will allow credit unions to use real-time data to increase efficiencies, manage risks and enrich relationships with their members.”

Chief Executive Officer at OnApproach, Paul Ablack, said, “Our goal at OnApproach since 2005 has been to provide credit unions with the means to transform their data into actionable goals.  With the 30 years of experience working alongside credit unions that Trellance brings to the table, we are excited to collectively harness the power of data. Credit unions have incredible opportunity with data, and this partnership with Trellance will help to accelerate analytics adoption for the credit union industry. At OnApproach, we believe that credit unions should have full access and ownership of their data. By combining forces with another reputable CUSO, we are proud to continue empowering credit unions with the tools and data required to properly serve members and grow their businesses.”

Minneapolis, MN (February 4, 2019) – OnApproach (www.onapproach.com), the leading provider of analytics solutions for credit unions, is excited to announce Bank-Fund Staff Federal Credit Union (Washington, DC) is the latest to join the innovative OnApproach M360 Enterprise industry platform. By partnering with OnApproach, Bank-Fund Staff Federal Credit Union will benefit from enhanced enterprise reporting, member service, and accelerated digital transformation.

Bank-Fund Staff Federal Credit Union (asset size $4.8 Billion, core processor: Fiserv - DNA), will now have access to a secure enterprise solution to enable greater inter-department reporting and analytics. OnApproach’s patented solution provides crucial foundational technology to facilitate the digital transformation of the credit union business model so they can compete and remain relevant. By leveraging M360 Enterprise, Bank-Fund Staff Federal Credit Union has access to a growing pool of resources and expertise established to progress the credit union movement forward through times of disruption and digitization.

“Digital transformation is imperative for financial institutions in this increasingly competitive financial landscape,” said Paul Ablack, CEO, OnApproach. “Member expectations are shaped by leading digital providers such as Amazon and Starbucks, which enhance the lives of customers and members with convenience and added value. The daily interactions our members have with these companies set the bar for personalization, targeted engagement, and satisfying experiences in 2019. With OnApproach M360 Enterprise, Bank-Fund Staff FCU gains insight and a powerful advantage to improve member service and organizational decision-making. We are excited to welcome Bank-Fund Staff Federal Credit Union to the collaborative M360 User Group and to be a part of their member experience strategy.”

Minneapolis, MN (January 24, 2019) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Velocity Community Credit Union (Palm Beach Gardens, FL) is the latest to join the collaborative credit union data integration and analytics ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“Data analytics is a major strategic priority in 2019 for Velocity Community Credit Union,” stated Jeff Marshall, President & CEO, Velocity Community Credit Union. “After extensively researching how to optimize our data analytics capabilities, we are excited to select OnApproach as our partner in data analytics. As our membership continues to grow, we face an increasingly important need to manage and utilize all our available data. To continue to properly serve our members, it is imperative to have a reliable single source of truth to access our member data. We look forward to leveraging the M360 data platform and the collaborative opportunities it provides.”

Velocity Community Credit Union (asset size $347 Million, core processor: Fiserv – XP2), will now have access to the collaborative analytics platform that provides standardized data, a single source of truth, and access to the collaborative CU Analytics Ecosystem. Data integration has been a daunting task for credit unions, but by implementing OnApproach M360 Enterprise, Velocity Community Credit Union can fully access core and ancillary system data seamlessly in the same system.

Minneapolis, MN (January 14, 2019) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Empower Federal Credit Union (Syracuse, NY) is the latest to join the collaborative credit union data integration and analytics ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

Minneapolis, MN (January 7, 2019) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Arizona Federal Credit Union (Phoenix, AZ) is the latest to join the collaborative credit union data integration and analytics ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“We are excited to participate on the credit union industry data platform, M360 Enterprise,” stated Amy Hysell, Executive Vice President/CIO, Arizona Federal Credit Union. “Enterprise analytics is a crucial part of our data strategy. The single source of truth provided by OnApproach’s data integration solution will finally allow us to put our data strategy into action. It is time to optimize our enterprise decision-making and member service, and we look forward to the opportunities provided across the CU Analytics Ecosystem.”

Arizona Federal Credit Union (asset size $1.6 Billion, core processor: Symitar - Episys), will now have access to the collaborative analytics platform that provides standardized data, a single source of truth, and access to the collaborative CU Analytics Ecosystem. Data integration has been a daunting task for credit unions, but by implementing OnApproach M360 Enterprise, Arizona Federal Credit Union can fully access core and ancillary system data seamlessly in the same system.

Minneapolis, MN (January 3, 2019) – OnApproach (www.onapproach.com), the only CUSO dedicated to credit union success through a collaborative analytics ecosystem, is excited to announce the launch of the CU App Store Presents podcast. The CU App Store Presents podcast is intended to further educate credit unions about the topics of big data, collaborative analytics, and opportunities to elevate credit union offerings with fintech partnerships.

The CU App Store was launched in June 2018 to bring credit unions, CUSOs, and industry vendors together to share the time and resource burden required to execute high value reporting and analytics. It is too often that credit unions must “re-invent the wheel” by building reports and dashboards that are similar across their peer groups. The CU App Store exists to eliminate these inefficiencies and help credit unions shift their time from report creation over to high value analysis of information. The CU App Store Presents podcast further carries out this mission by providing an additional educational resource and connecting credit unions even closer to fintech companies and analytic service providers.

There is substantial unrealized value for credit unions in financial technology partnerships. Members expect seamless and personalized experiences from their financial institutions like the daily experiences provided by digital leaders such as Amazon and Domino’s Pizza. Alone, credit unions do not have the resources of major banks, nor the specialization of the fintech companies, and therefore cannot compete on these experiences. With effective partnerships, however, credit unions have great opportunities to collaborate and make the best use of their resources. The CU App Store Presents podcast intends to help bridge the gap between credit unions and those fintech providers that are helping to transform the industry.

Minneapolis, MN (December 18, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce First Entertainment Credit Union (Hollywood, CA) is the latest to join the collaborative credit union data integration and analytics ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“We are excited to start the new year with an enterprise solution for data analytics,” stated Frank Wasson, President/CEO, First Entertainment Credit Union. “After a thorough analysis of our options, the collaborative opportunities make OnApproach and M360 Enterprise the standout solution. With a time-sensitive strategy, it is highly valuable to have out-of-the-box predictive analytics and an engaged user community. We look forward to collaborating with other credit unions within the CU Analytics Ecosystem to improve organizational decision-making and service to our members.

First Entertainment Credit Union (asset size $1.5 Billion, core processor: Symitar – Episys), will now have access to the collaborative analytics platform that provides standardized data, a single source of truth, and access to the collaborative CU Analytics Ecosystem. Data integration has been a daunting task for credit unions, but by implementing OnApproach M360 Enterprise, First Entertainment Credit Union can fully access core and ancillary system data seamlessly in the same system.

Minneapolis, MN (December 5, 2018) – OnApproach (www.onapproach.com), the leading provider of data/analytics solutions for credit unions, is excited to announce Guardian Credit Union (Montgomery, AL) is the latest to join the collaborative credit union data integration and analytics ecosystem after signing an agreement to implement OnApproach M360 Enterprise.

“Data analytics represents a major strategic priority for our credit union in 2019,” stated Heath Harrell, CEO, Guardian Credit Union. “Data siloes across various systems used by our organization have created constraints on our analytic capabilities, and ultimately, our member service. We are looking forward to finally having a single source of truth to access all our data. Integrated and reliable data accounts for a key piece of enabling our data strategy, and M360 Enterprise will help to accomplish this goal.”