Truliant Federal Credit Union

Overview

This not-for-profit financial institution, based in Winston-Salem, North Carolina, was established in 1952 and has grown to serve over 340,000 members. It manages $5.2 billion in assets and operates 37 branches across North Carolina, South Carolina, and Virginia, offering a diverse range of financial services such as personal and business banking, loans, credit cards, and insurance products.

As a member-owned cooperative, it places priority on its members by providing lower fees, competitive loan rates, and personalized financial advice. The organization is renowned for its strong commitment to community engagement via the Truliant Foundation and various social responsibility initiatives. In 2024, it was recognized as the top credit union originator of SBA 7(a) loans nationwide, underlining its dedication to serving its members and local communities.

Basic Information

Contact Details

• Phone: +1 336-659-1955
• Website: truliantfcu.org
• LinkedIn: linkedin.com/company/truliant-federal-credit-union

Key Focus Areas & Initiatives

• Community development financial institution
• Financial literacy and education programs
• Member-centric services and advocacy
• Digital banking innovation
• Small business support and local investment
• Personalized financial advice and coaching
• Community outreach and engagement
• Member wellness and empowerment

Technologies Used

• AI
• Anypoint API Manager
• Apex
• Ausgezeichnet
• Autopilot
• Bash
• Bing Ads
• Citrix
• Citrix VDI-in-a-Box
• CloudFlare Hosting
• Cloudflare DNS
• Connect
• DoubleClick
• DoubleClick Conversion
• DoubleClick Floodlight
• Excel4Apps
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Genesys Cloud CX
• Google AdWords Conversion
• Google Dynamic Remarketing
• Google Play
• Google Tag Manager
• Kore.AI
• Microsoft 365
• Microsoft Excel
• Microsoft Intune Enterprise Application Management
• Microsoft Office
• Microsoft PowerPoint
• Microsoft PowerShell
• Microsoft Teams
• Microsoft Windows 365 Cloud PC
• Mobile Friendly
• MouseFlow
• MuleSoft Anypoint Platform
• Mulesoft
• Ning
• Outlook
• Parallels Mac Management for Microsoft SCCM
• Python
• SQL
• Salesforce
• Salesforce CRM Analytics
• SharePoint
• Visio
• Workday
• Workday Recruit
• YouTube
• reCAPTCHA
• whos.amung.us

Buyer Teams to Target

Finance & Accounting Leadership

• Chief Financial Officer
• Vice President, Finance
• Director of Accounting
• Treasury Manager
• Financial Analyst
• Accounting Supervisor

Technology & Digital Banking

• Chief Information Officer
• VP, Information Technology
• IT Manager
• Digital Banking Product Manager
• Systems Administrator
• Software Engineer

Member Services & Community Relations

• Vice President, Member Services
• Director, Community Engagement
• Member Relations Manager
• Branch Manager
• Community Outreach Coordinator
• Member Advocate

Marketing & Brand Engagement

• Chief Marketing Officer
• VP, Marketing
• Marketing Manager
• Digital Marketing Specialist
• Community Marketing Coordinator
• Brand Communications Lead

What They Buy

• Core banking systems & digital banking platforms
• Cloud infrastructure & hosting services
• CRM and member engagement solutions
• ATM, payment processing & digital wallet tools
• Cybersecurity and fraud prevention technologies
• Compliance and risk management software
• Community outreach and financial education programs

Signals to Watch

• 📆 New job postings for technology or community outreach roles
• 💰 Recent debt financing or grant announcements
• 🚀 Launch of new digital banking features or platforms
• 🗺️ Expansion of branch network or service areas
• 🧑‍💼 Leadership changes in executive or member service teams
• 🗣️ Major community engagement or marketing campaigns