Cloud Solutions
Empower your credit union with scalable, secure, and compliant cloud technologies tailored for your future.
Trusted by Credit Unions


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Testimonials
What Our Customers
Say About Optiri

"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

"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
Cloud Transformation
Transform Your Credit Union's IT with Scalable, Secure Cloud Solutions
Empower your credit union with tailored cloud environments that enhance performance, ensure compliance and future-proof your infrastructure.
- Custom cloud solutions designed for the credit union industry
- Seamless migration, hybrid cloud options and disaster recovery
- Built-in compliance to meet financial regulations and standards

Managed Cloud Infrastructure
Trust Us to Maintain Your Cloud Infrastructure
Managing cloud infrastructure requires a modern skillset. Don’t delay your cloud implementations. Let us work with your team to provide support management and oversite of your environment.
- Training for your staff
- Professional monitoring
- Simple onboarding

Microsoft 365
Get the Most Out of Your Microsoft 365 Services
Meet security and regulatory compliance requirements while empowering your teams with Microsoft 365.
- Seamless Collaboration:
Enhance productivity with integrated tools for communication and collaboration. - Advanced Security:
Protect your data with robust security features and compliance standards. - Industry Experts:
Expert migration, configuration and support from skilled technicians experienced in the credit union industry.

Microsoft 365 License Assessments
Are You Getting the Most Out of Your Microsoft 365 Subscription?
Most Microsoft License subscriptions come with over 20 applications - is your credit union using all 20 applications? Let our team review your subscription and find opportunities for instant savings by removing unused applications.3 Bullet Points about it:
- Learn about all the tools available to your credit union with your current license level.
- Find out what solutions have been activated and are in use.
- Stop duplicative spending on tools with similar functionality

Microsoft 365 Expert Services
Work With an Expert to Fast Track Your Office 365 Journey
Copilot, Purview, Teams, SharePoint and Intune are five Microsoft 365 programs that have steep learning curves and are frequently underutilized. Work with Optiri resources who have tackled complicated projects with other credit unions to fast track your improvement with these and other Microsoft tools.
- Let experienced resources help your IT team plan and implement complicated Microsoft tools.
- Make Microsoft Teams work for you with a planned deployment.
- Clean up SharePoint and Teams deployments that have had uncontrolled sprawl.

Microsoft 365 Migration Services
Make the Journey to 365
If your credit union has not yet made the plunge into the Microsoft 365 world, let us help you get there! With over 100 Microsoft 365 migrations, our team knows how to transition painlessly.
- Increase security and reduce risk with Exchange Online.
- Save costs with the most effective licensing packages.
- Get better collaboration tools.

Cloud PCs
Easy Virtual Desktop Infrastructure (VDI) Implementation
Microsoft Cloud PC is a safe, simple and responsive virtual desktop solution. Add the safety and control of a virtual desktop solution to your network without the expensive investment and complicated software traditionally required.
- Great solution for temporary resources.
- Provide controlled access for vendors and auditors.
- Works with signature pads, check scanners and most peripherals.

SD-WAN
Simplify Branch and Remote Site Connectivity.
Forget costly, complicated MPLS solutions. Leverage cost-effective Dedicated Internet Access (DIA) circuits with our Software Defined Network (SDN or SD-WAN) solution to secure and simplify your connectivity.
Short timeline on a new branch? Need to quickly onboard new sites after a merger or acquisition? Any site with an internet connection can quickly and safely access network resources.
- Secure and encrypt all communications.
- Cheaper than MPLS meshed networks.
- Add any site with an internet connection.

Blog
Optiri Insights
Insights & Innovations: The Future of Credit Union IT
2 min read
Why Business Continuity and Resiliency Should Matter to the Board in 2025
Timothy Daugherty: Aug 11, 2025
2 min read
The Critical Connection Between Incident Response Plans and Business Continuity Plans for Credit Unions
Timothy Daugherty: Jun 20, 2025
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.