We put AI to work, with the guardrails examiners expect.
Treasury advisory for credit unions and community banks that already have a program and want more from it, from advisors who have run treasury programs themselves.
Find where AI creates real value, choose the right tools and adopt them with the governance your examiners expect.
Know which businesses to call first.Models that rank prospects and existing business customers by likelihood to need treasury services, feeding straight into your pipeline.
Where it helpsSales
What you gainFaster pipeline, better conversion
AI insightExampleBayline Builders ranks in your top 5 prospects for positive pay this quarter.
Catch unusual activity sooner.Pattern detection across ACH, wire and check activity that flags what a human should review, before money moves.
Where it helpsRisk
What you gainFewer losses, faster review
AI insightExampleWire to a new payee at 11:48 PM held for second review.
Cut the paperwork, not the diligence.AI that extracts, checks and organizes onboarding documents so your team reviews exceptions instead of every page.
Where it helpsOperations
What you gainFaster onboarding
AI insightExample14 onboarding documents checked. 1 needs a human look.
Answer routine questions instantly.Assistants trained on your products and procedures that help staff and businesses get answers without waiting.
Where it helpsService
What you gainShorter response times
AI insightExampleAnswered a wire cutoff question in 2 seconds.
Give every employee a treasury expert on call.Internal tools that help frontline and back-office staff find procedures, product details and talking points in seconds.
Where it helpsEvery team
What you gainMore confident staff
AI insightExampleFound the dual approval procedure and talking points in 3 seconds.
Adopt AI in a way examiners will accept.Policies, vendor due diligence, data privacy controls and a roadmap sized to your institution.
Where it helpsLeadership
What you gainSafe, defensible adoption
AI insightExampleAI use policy: 7 of 9 recommended controls in place.
Your stage
Where is your program today?
Answer two quick questions, then book time with an advisor to talk through what makes sense for your institution.
Step 1 of 3Step 2 of 3Takes about a minute
Where is your program today?
What matters most right now?Choose all that apply.
Talk it through with an advisor.Book 30 minutes with a Tru Treasury advisor. We will come prepared with the focus areas you chose and leave you with clear next steps.
What we will coverChoose your stage to see what you walk away with.Considering treasury management.Launched, but not seeing results.Ready to scale.Merging or acquiring.Exploring AI.
What you walk away withA clear view of your opportunityA clear go or no-go on the opportunityMore business relationshipsHigher commercial depositsNo business relationships lost in the transitionA prioritized list of AI use casesPriorities matched to your goalsThe right products for your marketPricing that reflects your valueStronger risk controlsOne product set and pricing modelVendor and data readinessA plan your team can act onA team ready on day oneStaff who start treasury conversationsA program that scales without new hiresClear communication to every businessPolicies you can defend
9.8Average client rating out of 10, from the institutions we serve
“
Tru Treasury has been a great partner: knowledgeable, forward-thinking, and always adaptable to our needs. Their team brings deep expertise and innovative ideas that truly elevate our treasury program.
Charlie Nyquist, Embers Credit Union
Your advisors
Meet the people you will work with.
Certified Treasury Professionals who have built and run treasury programs. You work with them directly, start to finish.
Andrew DiazManaging Director
Sara LongClient Advisor
Christien BrowTreasury Consultant
Marissa HaleyTreasury Consultant
How an engagement works
Five steps. Clear results at each one.
01DiscoverWe learn your goals and your program.
02AssessWe review products, pricing, risk and staffing.
03RecommendYou get a prioritized roadmap.
04ExecuteWe train and support every change.
05OptimizeWe track results and keep improving.
Insights
Latest from our advisors.
What is working in treasury management right now, from the people doing the work.
