· Can we ala-carte our products from those being offered by Tru-Treasury?
o Yes, Tru Treasury’s product and service offerings are designed to be flexible and customizable to meet the unique needs of each credit union we serve. Whether our program support options – Consulting, Retainer, or Integrated Support – or our product options – Tru Online Solutions (including the products it offers), Tru Risk Assessment Calculator, or Tru RMS – can all be utilized together or individually based on your needs.
You can check out this support article to receive more information about how to create a Terms and Conditions page.
The explanations and information provided herein are only general and high-level explanations, information and samples. You should not rely on this article as legal advice or as recommendations regarding what you should actually do. We recommend that you seek legal advice to help you understand and to assist you in the creation of your Terms.
Frequently Asked Questions
Can Tru-Treasury provide any proven reporting on the benefits for some of their CUs they service (can they provide the growth in the CU based on their proving these services)?
Tru Treasury has been engaged with our initial credit union client for 7 months, actively selling their treasury management services. An excerpt of their most recent sales and referral report is being provided (with all names/references hidden) to provide a snapshot of both the success we are having in selling their services and adding to fee income as well as provide an example of the type of monthly reporting we provide to our Integrated Support clients.
Tru Treasury currently has 4 credit unions in the implementation stages of Tru Online Solutions with 3 of the 4 expected to be live in early Q3.
Tru Risk Assessment Calculator is in use with 3 of our credit union clients.
Tru RMS (Relationship Management System) is being utilized by Tru Treasury Sales Consultants in support of 2 of our current credit union clients.