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Corporation
SOFTWARE (NON-INTERNET/MOBILE) | Business Intelligence, Analytics & Performance Mgmt Software
trellance.com

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Partners & Customers

7

About Trellance

Trellance offers a suite of packaged solutions, expertise and analytics that cultivate growth strategies for credit unions.

Trellance Headquarter Location

7650 W Courtney Campbell Causeway Suite 900

Tampa, Florida, 33607,

United States

888-930-2728

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Trellance Web Traffic

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Page Views per Million (PVPM)
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Latest Trellance News

Kaleyra Announces Agreement with Trellance to Build Communication Solutions for Credit Unions

May 5, 2021

May 05, 2021 04:15 PM Eastern Daylight Time NEW YORK--( BUSINESS WIRE )--Kaleyra, Inc. (NYSE:KLR), a rapidly growing Communications Platform as a Service (CPaaS), today announced a new agreement in the US with Trellance, the leading provider of data analytics, business intelligence, and professional services for credit unions. As part of the agreement, k-lab , the innovation lab of Kaleyra, will be creating communication solutions for credit unions powered by data from the Trellance M360 platform , further strengthening the platform as a single source of integrated enterprise intelligence. Kaleyra and Trellance will be solving digital communication issues, using messages such as alerts for fraud prevention or providing notifications that improve member experience. “At Kaleyra, we believe in an ecosystem of companies focused on their core business, but that at the same time are interconnected to provide customers the best possible experience,” said Velco Farina, Managing Director of k-lab. “The combination of Trellance’s M360 data analytics platform and Kaleyra’s communication modules will deliver great value to all credit unions on the Trellance M360 platform, while accelerating their digital transformation with regards to customer engagement.” Using k-lab services, credit unions can bridge the gap between their data sources and their member messaging. Member and transaction data from Trellance M360 will be used by k-lab to integrate with the CPaaS platform of Kaleyra. The result is a more contextually relevant way to communicate with members through multiple channels, including voice, SMS, application-to-person (A2P) and more. “We’re excited to have Kaleyra as our Partner,” shared Paolo Teotino, Chief Product Officer of Trellance. “The agreement extends the Trellance M360 platform’s features with new partner capabilities. Credit unions using the M360 platform will experience an easier and faster way to implement k-lab’s innovative communication solutions, which is a big win for our credit union customers and their members.” This new partnership adds to Kaleyra’s recent k-lab agreements with Visa and Mastercard. It further solidifies Kaleyra’s focus on financial services and solution development for financial institutions via their k-lab team. About Kaleyra Kaleyra, Inc. (NYSE American: KLR) (KLR WS), is a global group providing mobile communication services for financial institutions and enterprises worldwide. Through its proprietary platform, Kaleyra manages multi-channel integrated communication services on a global scale, comprising of messages, push notifications, e-mail, instant messaging, voice services, and chatbots. Kaleyra’s technology today makes it possible to safely and securely manage billions of messages monthly with a reach to hundreds of MNOs and over 190 countries. For more information: https://www.kaleyra.com/ . About Trellance Trellance is the leading provider of data analytics and business intelligence solutions, professional services, and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla., and serves more than 1,500 organizations throughout the United States.

Trellance Acquisitions

2 Acquisitions

Trellance acquired 2 companies. Their latest acquisition was OnApproach on February 08, 2019.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

2/8/2019

Acquired

1

10/1/2018

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$99M

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10

Date

2/8/2019

10/1/2018

Investment Stage

Companies

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Valuation

Total Funding

$99M

Note

Acquired

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Sources

1

10

Trellance Partners & Customers

7 Partners and customers

Trellance has 7 strategic partners and customers. Trellance recently partnered with Kaleyra on May 5, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

5/5/2021

Partner

Kaleyra

Italy

Kaleyra Announces Agreement with Trellance to Build Communication Solutions for Credit Unions :: Kaleyra, Inc. (KLR)

This new partnership adds to Kaleyra , Inc. 's recent k-lab agreements with Visa and Mastercard .

1

1/7/2021

Partner

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10

4/9/2020

Client

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10

6/26/2019

Partner

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10

6/4/2019

Client

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10

Date

5/5/2021

1/7/2021

4/9/2020

6/26/2019

6/4/2019

Type

Partner

Partner

Client

Partner

Client

Business Partner

Kaleyra

Country

Italy

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News Snippet

Kaleyra Announces Agreement with Trellance to Build Communication Solutions for Credit Unions :: Kaleyra, Inc. (KLR)

This new partnership adds to Kaleyra , Inc. 's recent k-lab agreements with Visa and Mastercard .

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Sources

1

10

10

10

10

Trellance Team

6 Team Members

Trellance has 6 team members, including current Chief Product Officer, Paolo Teotino.

Name

Work History

Title

Status

Paolo Teotino

Hutchison Drei Austria, Accenture, Telecom Italia Sparkle, Syniverse, LTS, and OpenText

Chief Product Officer

Current

Rick Bradberry

Transflo, Sabre, Community Brands, Foresters Financial, and CenterPoint Energy

Chief Revenue Officer

Current

Carlos Caldera

Senior Vice President

Current

Bill Lehman

Senior Vice President

Current

Kaushal Pandya

Senior Vice President

Current

Name

Paolo Teotino

Rick Bradberry

Carlos Caldera

Bill Lehman

Kaushal Pandya

Work History

Hutchison Drei Austria, Accenture, Telecom Italia Sparkle, Syniverse, LTS, and OpenText

Transflo, Sabre, Community Brands, Foresters Financial, and CenterPoint Energy

Title

Chief Product Officer

Chief Revenue Officer

Senior Vice President

Senior Vice President

Senior Vice President

Status

Current

Current

Current

Current

Current

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