Business Continuity 

Protect your credit union from disruptions with proven continuity planning, expert guidance, and compliant strategies that build trust, reduce risk, and keep operations running—no matter what.

 
Trusted by Credit Unions
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Testimonials

What Our Customers
Say About Optiri

 

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"There’s scores of vendors that we work with, and there’s not many I can think of that I truly trust the way I do Trellance [now Optiri]."

 

Christopher Newell
Vice President of Information Technology
NIH Federal Credit Union

NYMEO CU Logo

"We are happy with what we are getting from Trellance [now Optiri]- a trustworthy partner who’s providing us with tools and who we truly believe wants to do the right thing by our credit union."

 

Greg Bowman
Chief Technology Officer
Nymeo Federal Credit Union

Business Continuity Management (BCM) for Credit Unions

Minimize Downtime, Safeguard Member Trust and Build Resiliency Benefit

Optiri BCM ensures that credit unions can recover quickly from operational disruption, averting prolonged downtime and maintaining operational continuity and resiliency. Develop a program to help mitigate risks, assist during small or large business disruptions and disasters and meet regulatory requirements. 


  • You will be assigned a dedicated certified Business Continuity Professional to guide you through the process.
  • No matter if you need assistance starting from square one or need help with regulatory compliance, our Business Continuity Certified Professional staff will assist your credit union with all your needs.
  • Our cloud-based portal, CU Recover and Crisis Management Notification System are included in the Business Continuity as a Service and Business Continuity Standard solutions.
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Business Continuity as a Service (BCaaS)

Complete Continuity Management

End-to-end business continuity planning, testing, and support delivered by an Optiri expert to ensure compliance, operational resilience, and member confidence. 


  • Dedicated certified continuity professional, who develops, manages, and updates your plan year-round.
  • Periodic testing, guidance, and ongoing maintenance to ensure compliance with NCUA, FFIEC and state regulations while keeping you audit-ready without burdening internal resources.
  • Hands-on support during disruptions to protect operations and member confidence, that reinforces trust with regulators and members alike.
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Business Impact Analysis

Identify What Matters Most and Plan Accordingly

Pinpoint your credit union’s most critical operations to prioritize recovery efforts and minimize disruption impact.


  • Identify essential functions and the impact of their potential downtime.
  • Guide recovery strategies with data-driven prioritization and risk insights.
  • Improve operational resilience while meeting regulatory planning requirements.
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Crisis Management Team Plan Development and Testing

Build and Validate Executive-Level Crisis Readiness

Develop and validate your Crisis Management Team’s ability to lead effectively under pressure and protect your credit union’s future.


  • Create a tailored crisis response plan with clearly defined roles and escalation paths.
  • Conduct facilitated exercises to test decision-making and response readiness.
  • Build confidence in your team’s ability to manage real-time disruptions.
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Blog

Optiri Insights

Insights & Innovations: The Future of Credit Union IT

2 min read

AI Resilience: The Next Frontier in Credit Union Risk Management

The Future of Credit Union Resilience: A Leadership Blog Series for Credit Union Executives, Boards, and Resilience...
6 min read

Members Aren't Asking for Less Security

Why protection and experience are the same objective, and what it costs to treat them as opposites The Tightrope Walk,...
4 min read

How AI is Reshaping Business Continuity and Operational Resiliency

The following is an article written by Optiri's Director, Security and Resilience, Tim Daugherty. It originally...

Let’s Elevate Your Cloud Strategy

Speak to our experts about your credit union’s cloud goals and learn how we can help you get there with confidence.