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Make it easy after yes.

Business owners expect speed and clarity. Our onboarding team sets up services, teaches clients how to use them and gets things running fast. Then our servicing team stays with them.

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A to Zonboarding, handled for you
Treasury-trainedclient representatives for servicing
Onboarding · Harbor Logistics LLC
New businessLive and self-sufficient
Services configured for Harbor Logistics
Users added with dual approval rules
Online banking training completed
First wire sent successfully
Relationship check-in
The onboarding journey

From signed to fully supported.

Every business follows the same proven path. Tap a stage to see what our team handles.

Stage 01 of 5 · OnboardingUnderstand the business.We learn how the business pays, collects and manages cash, then map the services it needs.
What we handleDiscovery call with the businessService plan tailored to its needsClear timeline for go-live
Run like a big bank

Without acting like one.

Let us provide full-service onboarding and support so your team does not have to, and the businesses you serve get a big-bank experience from a community institution.

01Full service from day oneFrom sales to servicing, every stage is covered without adding new staff or tools.
02Flexible to your brandWe work side by side with your institution or behind the curtain.
03Built for community institutionsPurpose-built for credit unions and community banks, not retrofitted from big-bank models.
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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.

Rebecca Emory, Business Account Manager
FAQ

Questions we hear most.

NextImplementationBack to the start: launch in months, not years.

Built for institutions that mean business.

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