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Close more business accounts.

Close more business accounts without stretching your team. We plug into your existing sales motion, help pitch the right treasury solutions and bring real revenue to the table.

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75%sales close rate
No new hiresneeded on your side
Treasury pipeline
ReferredProposalWon
Summit Dental GroupACH, remote deposit, positive pay Tru joined the call Won. Off to onboarding
Sales close rate, Tru Treasury specialists75%
How we work with you

Your brand. Our treasury sales expertise.

We are an extension of your team. Choose how visible you want us to be, and see who handles each part of the sale.

Side by side Your team leads the relationship. Our specialists coach, build the numbers and join the calls that matter.
Part of the saleWho handles it
Spot business opportunities in your branchesYou
Talk treasury with the business ownerYou, coached by us
Build pricing and the proposalTru Treasury
Join the sales callBoth teams
Close and hand off to onboardingYou
What we do

Treasury sales support, start to signature.

Tap each service to see how our specialists help your institution win and keep business relationships.

Your team, talking treasury with confidence. We train frontline and business teams to recognize opportunities and hold real treasury conversations, backed by our Frontline Sales Training certification.
Frontline Sales Training certificationTalking Business With Small Business® sessionsBig Picture Conversations® workshops
“

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
FAQ

Questions we hear most.

NextOnboarding + SupportMake it easy after yes.

Built for institutions that mean business.

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