Certified management program
Maximize Business Member Engagement & Optimize Your Treasury Operations
Experience the future of online banking with Tru Online Solutions. Our latest enhancements provide your members with seamless access and improved functionality.
Trusted by Credit Unions & Community Banks Nationwide
Total risk analysis without effort
TruTrac evaluates risk exposure across three essential treasury services:
Why Consult with tru treasury experts?
Your one-stop-shop to creating an experience your businesses will never forget.
frequently asked questions
Have more questions? Explore our FAQs below or contact us for further assistance.
All of Tru Treasury’s offerings are built with security at their core. We use encrypted, compliant systems that meet or exceed industry standards — giving your institution and your businesses peace of mind.
Yes. All solutions support multi-user access, permission settings, and approval workflows, giving your businesses flexibility and control over their financial processes.
Most products can be live within weeks or months, depending on the complexity and internal processes. We coordinate directly with your team and your businesses to ensure a seamless rollout.
Tru Treasury can serve as an extension of your team. We handle implementation, training, ongoing support, and when applicable, we help your businesses design and optimize their internal workflows to get the most value from the product.
Tru Treasury gives your institution enterprise-grade solutions and personalized support. You can offer the same sophisticated services as big banks but with faster response times, local expertise, and a business-first approach that sets you apart.
Our solutions are built to scale. They’re ideal for a range of business clients — from small service-based operations to growing mid-market companies, nonprofits, and even municipalities.
This treasury solution is designed to help businesses streamline a key area of their financial operations — whether it’s managing payables, receivables, fraud prevention, or deposit protection. It improves efficiency, enhances control, and supports stronger, more strategic banking relationships.
Most community financial institutions are up and running within months. Tru Treasury provides full onboarding support to ensure a smooth rollout.
Tru TRAC is used by operations, treasury, and risk teams, as well as commercial relationship managers and underwriters at community financial institutions.
Absolutely. The platform keeps a documented audit trail of all risk assessments, approvals, and changes—making exams and audits easier and more transparent.
Yes. Tru TRAC is fully customizable to align with your institution’s risk appetite, policies, and approval workflows.
Tru TRAC is a treasury risk assessment platform that helps community financial institutions evaluate, score, and manage business risk—especially for ACH and treasury services.
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.
TOS is built with enterprise-grade security, including SSO, encryption, and role-based access—so your members’ data stays protected.
Absolutely. TOS is modular and flexible, allowing you to offer only the treasury features that make sense for your businesses.
Yes. You can set up multi-user access, permissions, and approval workflows—built to match how your business members/clients operate.
Yes. TOS is fully white-labeled, giving your businesses a seamless, branded experience that feels connected to your institution.
TOS is pre-integrated with most core systems, so you can go live in months —with little IT effort.
Tru Treasury provides end-to-end treasury management solutions—from program design and product development to onboarding, sales training, and member servicing. We help you build, grow, and optimize your commercial banking capabilities.
Treasury Management services position your credit union as a partner in business growth. They help attract and retain commercial members, diversify deposits, deepen lending relationships, and compete with larger banks.
Treasury Management refers to a suite of financial services designed to help businesses manage their cash flow, payments, collections, liquidity, and financial risk. It’s essential for businesses that want to streamline operations, gain real-time visibility, and improve control over their finances.
We offer hands-on webinars, virtual courses, and certification programs for your team—covering opportunity assessment, sales enablement, operational workflows, and deep-selling. We also provide ongoing support and refreshers as needed.
Most credit unions go live within 4-8 months, depending on your starting point and internal readiness. We handle the heavy lifting, ensuring a smooth rollout.
Treasury Management services position your credit union as a partner in business growth. They help attract and retain commercial members, diversify deposits, deepen lending relationships, and compete with larger banks.
Tru Treasury offers full back-office servicing, acting as an extension of your team. We take care of onboarding, troubleshooting, and relationship management, so your staff can focus on strategic growth.
