Tru Treasury

Helping You...Help Your Business Members

Treasury Program Management

  • • Portfolio strategy and analysis
  • • Profitability and pricing
  • • Employee training and support
  • • Disclosures and process

Treasury Management Product

  • • Product development and management
  • • Treasury product support
  • • Digital delivery
  • • Profitability and pricing
  • • Training and support

Treasury Sales & Servicing

  • • White labeled deal advisory
  • • Sales strategy and marketing content
  • • Deposit interest and ECR management
  • • Tier II service support
  • • Account analysys and transaction spport
  • • Implementation and onboarding

Product Capabilities

  • • Payables
  • • Receivables
  • • Cash Services
  • • Fraud Prevention

Proprietary Platforms

Tru Online Solutions
Online Banking Portal connecting SSO to TM fintech
Fully brandable with flexible architecture
Monetization opportunity for fractional price point

Treasury Relationship Management System
Analytics tool at member, branch, region, portfolio view
Tracks stages of TM pipeline and opportunity
Generates pricing scenarios and pro formas

Treasury Assessment Calculator (TRAC)
Business ACH / RDC Risk Management
Generates Risk score and Exposure limits
Approval workflows and documentation for compliance

FAQs

Tru Treasury is a Credit Union Industry's first, and only, CUSO to provide end-to-end Treasury program solutions and support.

Tru Treasury provides treasury program advisory services, treasury products and platforms, and treasury product sales and servicing support for Credit Unions.

The value is immense. Credit Unions can provide a wide array of solutions to the businesses in their communities that are comparable to a commercial bank; and realize the benefits of high value deposits and non-interest income from the treasury services.

All Tru Treasury Consultants are experienced Treasury Management Officers with Certified Treasury Professional (CTP) certifications. The Tru Treasury team is recruited from the commercial banking sector to provide Credit Unions with treasury program best practices and SME resources to compete with banks.

Request Resources

Resources include:

To fulfill your request, please provide the following:

* = Required field.

Close