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Results

Results your board can see.

Case studies, recognition and the numbers behind a treasury partner trusted across the country, including the 2025 NACUSO Treasury Management CUSO of the Year.

130+financial institutions served nationwide
Connect with the teamSee how it works
Recognition
The Tru Treasury team on stage accepting the 2025 NACUSO Treasury Management CUSO of the Year award
NACUSO · 2025 Treasury Management CUSO of the Year
130+Financial institutions served nationwide.
75%Sales close rate achieved by our sales support specialists.
9.8Average client rating out of 10, from the institutions we serve.
300+Years of combined experience across our team.
ROI calculatorWhat could your program earn? Run your numbers.
Case studies

What treasury management did for them.

Real programs, real institutions. Choose a story to see the challenge, what we did and what changed.

$9Mrelationship won through the RFP
A credit union building its first treasury management program.
ChallengeThe credit union had been pursuing a large business relationship for years, but kept losing the RFP because it did not offer treasury management.
What we didWe launched their treasury management program in months and helped them prepare a winning RFP response.
ResultThe credit union won the RFP and the business relationship, worth $9 million.
Partners

More for the businesses you serve, through trusted partners.

We work with partners to round out what you can offer, without new vendors for your team to manage.

cuBIZloanBusiness lendingA collaboration of credit unions committed to developing businesses through commercial and SBA lending programs.
North Coast Business LendingCommercial lendingCommercial loans for equipment, farmland, buildings, vehicles and investment property.
Awards and recognition

Recognized by the industry we serve.

Independent recognition of our work and our standards.

2025Treasury Management CUSO of the YearNACUSO
SOC 2Type 2 audited security controlsIndependent audit
2025Luminaries Finalist: Executive LeadershipLuminaries Awards
In their words

What our partners say.

Leaders at the institutions we serve, on what it is like to work with Tru Treasury.

“

We consider them an extension of our team, and their expertise equipped us with the tools needed to develop innovative, forward-thinking solutions to meet our members' needs.

Paige Wesolowski
Director of Commercial Treasury and Deposits
“

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
“

Working with Tru Treasury to establish our treasury management program to allow Adventure CU to offer full services to our business members has been great! From start to finish they have been easy to work with.

Nick Lemke
Adventure Credit Union
“

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
Trusted by credit unions and community banks
Suncoast Credit UnionTeam One Credit UnionGTE FinancialGreat Lakes Credit UnionCommunity Choice Credit UnionELGA Credit UnionPublic Service Credit UnionFinancial Plus Credit UnionEmbers Credit UnionUnited Bay Community Credit UnionAdventure Credit Union130+institutions served nationwide
In the press: our partnership with Cornerstone Resources, and our columns on CUInsight. Read the blog
NextProfessional ServicesReady to write your own results? Start with Implementation.

Built for institutions that mean business.

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