TAMPA, Fla.—Trellance, a provider of data analytics, business intelligence and professional services, has unveiled what it is calling the “most significant product release” of its M360 data analytics platform.
The product release includes all-new data visualization dashboards with configurable metrics and KPIs by department, MeridianLink LoansPQ and Finastra Fusion Mortgagebot loan origination connectors, content and functionality updates to its commercial app store and new partners who have joined an expanded partnership program, the company said.
Enhancements to the Trellance M360 data platform include comprehensive visualization dashboards for Microsoft Power BI users, allowing credit union and community banking leaders to monitor and measure important operational metrics.
“Executive teams can visualize and analyze data as they focus on key performance indicators using dashboards specific to a role or department,” Trellance said.
More Data Flowing
The company added the dashboards reconcile back to the organization’s source data so that teams can use the platform for quick and accurate decision-making. CEOs and other leaders see consistent information across the organization.
“Now more than ever, financial institutions are competing in a data-driven world, and they have some of the richest data sets out there,” said Trellance Chief Product Officer Paolo Teotino. “With this latest product release, there is more data flowing into the platform, the user experience has been enhanced and the partner network continues to grow. Each of these areas helps organizations improve their operations and better serve the needs of their local community.”
The M360 release also includes new loan origination system connectors to MeridianLink Loans PQ and Finastra Fusion Mortgagebot.
“With these enhancements, credit unions can see what loans members are applying for, how the loans affect member profitability and how to improve the overall loan portfolio,” according to Trellance. “They can then connect these new sources to other core and ancillary data sources already flowing into the platform, allowing them to combine mortgage insights with insights from the most widely used data processing and credit card systems. The platform now offers ten pre-built data connectors, more than is available from any other provider.”
New Functionality
Updates to the Trellance App Store have also been included in the release.
“An easy way for clients to customize their instance of M360, the Trellance App Store includes new navigation functionality, refreshed content, e-commerce features and new apps. Visitors to the store will also find the new visualization dashboards available for purchase,” Trellance said.
Trellance said it has added new partners to its recently expanded partnership program, an ecosystem of certified software applications built for digital transformation. The new partners – Prisma Campaigns, Profit Resources and Flow Tracker Analytics – provide community financial institutions with the ability to execute marketing campaigns or profitability analyses that are automated, contextual and personalized, the company said.
Details about the product release can be found on the Trellance website.