Tailored for Credit Unions

Our Approach

At Rise Analytics, we pride ourselves on our tailored approach to understanding and addressing each client's unique needs. Our flexible business model is designed to adapt to varying levels of expertise and requirements, ensuring the perfect fit for every client.

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Collaboration Options

Flexible Business Models
to Meet Your Needs

01

Do It Yourself

For our most advanced clients, we provide
cutting-edge data analytics products that empower them to independently implement and achieve their goals with precision and confidence.

02

Do It Together

For those seeking a collaborative partnership,
we combine our innovative products with expert guidance from Rise Analytics. This approach ensures clients benefit from our knowledge while staying actively involved in the process.

03

Do It For Me

For clients who prefer a fully outsourced solution, we handle every aspect of the process—from strategy to execution. Our clients simply enjoy the results without the complexity of day-to-day involvement.
 
Tailored Approach

A Trusted Partner for
Your Data Analytics Journey 

We recognize that navigating data can be overwhelming. That’s why we guide our clients through every step of their data analytics journey. From the first moment you engage with us, our team of experts offers dedicated support and personalized guidance throughout the entire onboarding process. We ensure smooth adoption and deliver a seamless experience focused on achieving complete client satisfaction. 
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Client Ambassador

A seasoned expert with over a decade of credit union experience, dedicated to overseeing the overall experience for new clients. Responsible for initial planning, seamless implementation, and successful service adoption, the Client Ambassador ensures all client expectations are met, delivering complete satisfaction.

6
 
 
Implementation Manager

A PMP-certified professional responsible for managing the technical implementation process. Collaborates closely with the Client Ambassador to ensure timely delivery of products and achieve maximum client satisfaction.

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Client Enablement Team

A group of seasoned credit union executives dedicated to ensuring ongoing client satisfaction. They provide expertise, share best practices, deliver live data insights, and offer lessons learned and advisory services, all designed to maximize value and benefit for our clients.

 

What Our Clients Say About Us?
“With Trellance [now Rise Analytics] insights, our executives have the tools to make decisions and then measure the result of those decisions down to the dollar level.”
18
Phil Swift
VP of Data Analytics and BI
“This is certainly my favorite and most data progressive project I have been working on, continuing to get new data incorporated into these types of holistic views will be extremely powerful for CalCoast.”
19
Kevin Dawson
Digital Marketing Director
“Trellance [now Rise Analytics] has been such a vital component to leveraging our data for insight and decision making in this challenging environment. And even better, Trellance has been a great partner, listening and providing a data framework that allows us to customize anything we need”
15
Dusty Simmons
EVP of Strategic Operations
“We’re incredibly pleased with the success we’ve had in our partnership with Trellance [now Rise Analytics]. By taking on the heavy lifting for this campaign, Trellance [now Rise Analytics] enabled us to focus our efforts on other initiatives to positively impact our community.”
22
Renee Sattiewhite
CEO

Let’s Elevate Your Analytics Strategy

Get expert guidance to customize, optimize, and scale your credit union’s analytics platform.

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