Acquisition Opportunity The transfer of CU Rise assets to Trellance in 2021 indicates a potential opportunity to offer integrated data analytics and business intelligence solutions to organizations within the credit union sector that are consolidating or acquiring specialized providers.

Target Growth Focus CU Rise’s recent success with clients like The Police Credit Union, which seeks to enhance member retention through predictive analytics, suggests an ongoing market demand for solutions that optimize member lifecycle management and growth strategies.

Pandemic Response The launch of cu-rise.com during the COVID-19 pandemic demonstrates resilience and adaptability, which can be leveraged as a case study for offering solutions that improve digital engagement and remote analytics capabilities in uncertain times.

Partnership Potential CU Rise’s partnership with Prisma Campaigns highlights an opportunity to collaborate with marketing automation providers, providing credit unions with integrated data-driven marketing solutions to attract and retain members.

Technology & Innovation Utilizing cloud-based platforms like Amazon Web Services and a modern tech stack positions CU Rise as a provider capable of supporting scalable, secure, and innovative analytics solutions, presenting a compelling case for targeting credit unions seeking digital transformation.