Tru Treasury
Tru Treasury
Treasury Consulting2025-06-11T15:23:50-05:00

Tru Treasury Consulting

Strengthen Services.

Build Relationships.

Our consulting services provide expert guidance to help you improve your treasury management program, expand commercial solutions, and achieve long-term success.

Trusted by Credit Unions & Community Banks Nationwide

Support for Every Stage

Are you looking to launch a treasury program? Do you already have a treasury program in place? We can help build or optimize your program.

Want Treasury Management, But Unsure Where to Start?

 

Before you launch, our Tru Treasury Advisors analyze your market potential, help you structure the right products, and ensure your team is ready to serve businesses.

Already Launched, But Not Seeing the Results You Expected?

 

From pricing and product strategy to staff training and market positioning, we help you build confidence and capability to attract and support business relationships.

Have a Treasury Program, But Struggling to Optimize and Scale?

 

Tru Treasury Advisors help refine your program, deepen business relationships, and optimize risk management to ensure sustained success and profitability.

“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

Headshot of Tru Treasury team member with beard

Practical guidance. Proven methods. Lasting impact.

When working with us you can expect a collaborative approach built on experience, strategy, and follow-through.

Treasury Program Strategy & Roadmap

We assess your market potential, recommend the right products, and build a strategic roadmap tailored to your goals.

Increase Commercial Deposits

Strengthen relationships with business members by providing cash flow optimization tools and customized treasury solutions.

Product & Pricing Optimization

We evaluate your treasury product suite, align pricing with market demand, and position your services to attract and retain businesses.

Business Growth & Acquisition Strategies

We help you develop marketing, sales, and relationship-building strategies to compete effectively and grow your business banking portfolio.

Staff Training & Sales Enablement

We provide hands-on training, materials, and support so your team can deliver value to businesses with ease.

Risk & Compliance Guidance

We help ensure your treasury services align with regulatory requirements, mitigate risk, and maintain operational efficiency.

Advisory support With Your Goals in mind.

The complete solution that creates an unforgettable experience for your businesses.

Treasury Expertise

Our team includes Certified Treasury Professionals (CTP) with deep industry knowledge, ensuring expert guidance customized to your financial institution.

built for Your financial institution

We specialize in customized treasury solutions, helping you compete, grow deposits, and strengthen business relationships.

Data-Driven & Practical Solutions

We provide clear, actionable strategies backed by industry insights, allowing you to make confident decisions with measurable results.

Hand-On Training & Support

Beyond strategy, we train your team to identify opportunities, optimize processes, and ensure they are prepared to serve businesses effectively.

Ongoing Optimization & Growth

As your Treasury management program evolves, we continue to partner with you to refine, scale, and maximize success.

frequently asked questions

Have more questions? Explore our FAQs below or contact us for further assistance.

How much does your treasury management program and products cost?2025-06-13T12:42:24-05:00

Our pricing is based on the scope of services you need. We design every treasury program around your goals, product mix, and internal capabilities. To receive a custom quote, contact us and we’ll schedule a quick consultation.

How does Tru Treasury support credit unions?2025-04-07T16:59:56-05:00

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.

Why should a credit union offer Treasury Management services?2025-04-07T16:59:14-05:00

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.

What is Treasury Management?2025-04-07T16:58:20-05:00

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.

What kind of training is provided?2025-04-07T16:50:02-05:00

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.

How long does it take to implement treasury services?2025-04-07T16:15:59-05:00

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.

Why should a credit union offer Treasury Management services?2025-04-02T18:05:02-05:00

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.

Who handles member servicing once we’re live?2025-04-07T16:14:43-05:00

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.

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