Trusted by Credit Unions & Community Banks Nationwide
What Our Clients Say
The Tru Treasury team consistently goes above and beyond in providing support for our members and business team. Your expertise has made you a pleasure to collaborate with on multiple projects. In addition to assisting with our treasury products, Tru Treasury has also played a crucial role in helping us with audits.
Better Pricing. Better Relationships. Best Experience.
Say goodbye to guesswork—Tru RMS delivers smart pricing, forecasting, and relationship management to help you compete and grow.
CRM for Treasury Management
Track interactions, manage accounts, and strengthen business client relationships with a centralized platform.
Flexible Forecasting & Deal Structuring
Dynamically price deals, model different scenarios, and forecast future performance—to enhance your ability to win deposits.
Future-Ready to adapt as you grow
The platform adapts to your growth, making it easy to expand your business banking capabilities without bottlenecks.
Features that set Tru RMS apart from other platforms.
Better Pricing. Better Relationships. Better Banking.
frequently asked questions
Have more questions? Explore our FAQs below or contact us for further assistance.
Tru RMS is a relationship management system built for community financial institutions. It combines pricing tools, forecasting, CRM capabilities, and profitability tracking to help you grow and manage your commercial relationships with ease.
Most community institutions are up and running in a matter of months. We offer full onboarding support and training to make the transition smooth for your team.
No. Whether you’re just launching or scaling an existing program, Tru RMS supports institutions at any stage of the journey. It’s flexible enough to grow with you.
Most platforms weren’t built with business banking in mind. Tru RMS is purpose-built for institutions offering treasury services, giving you tailored tools for relationship pricing, proforma creation, and deposit growth—without the complexity.
Tru RMS is a relationship management system built for community financial institutions. It combines pricing tools, forecasting, CRM capabilities, and profitability tracking to help you grow and manage your commercial relationships with ease.
