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

 
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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

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"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
This illustration shows how businesses modernize technology by transitioning to cloud-based solutions
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
This illustration shows cloud infrasucture that is monitored, maintained, and managed for businesses.
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.

Get M365 Assessment

This graphic shows one using Microsoft 365 for collaboration, security, and modernization
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.
This image shows a remote worker using a Microsoft Cloud PC, with easy and secure Virtual Desktop Infrastructure
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.
This image highlights SD-Wan solutions that improves network connectivity between business locations

Your Cloud Solutions Questions, Answered!

Cloud solutions provide computing resources, storage and applications through remotely hosted environments. Credit unions use them to modernize aging infrastructure, support remote access and adjust technology capacity as needs change. Moving suitable systems to the cloud can also reduce reliance on maintaining physical equipment onsite. 
Financial institutions need technology that can support growing digital services, changing customer expectations and increasingly connected operations. Cloud adoption gives institutions more flexibility to introduce services and expand capacity without purchasing and maintaining hardware for every new requirement. 
Cloud readiness depends on your applications, infrastructure, data-protection requirements and internal capabilities. Start by identifying system dependencies, connectivity needs and acceptable downtime. A readiness assessment can help determine what to migrate, what to retain onsite and which gaps to address before moving. 
Cloud solutions can give credit unions more flexible capacity, easier access to applications and less onsite hardware to maintain. They can also support recovery and remote work. The benefits depend on choosing suitable workloads, configuring security correctly and managing ongoing costs. 
Cloud transformation gives credit unions an opportunity to build security controls, recovery requirements and oversight into their technology plans. An appropriately designed environment can accommodate additional users and services while maintaining consistent protections. Regular reviews help keep configurations and capacity aligned with changing business needs. 
Managed cloud infrastructure provides outside expertise to oversee and support a credit union’s cloud environment. Optiri works alongside internal teams with infrastructure management, professional monitoring, onboarding and training, helping staff maintain the skills and support needed to operate cloud systems. 
Managed cloud infrastructure reduces complexity by giving internal teams experienced support for monitoring, administration and troubleshooting. Clearly assigned responsibilities help reduce gaps and duplicated work, allowing credit union staff to spend more time on technology initiatives and employee needs. 
 Managing cloud infrastructure requires specialized knowledge and ongoing attention that an internal team may have limited capacity to provide. Managed services help fill those gaps without requiring every capability to be developed in-house. They can also complement existing staff as cloud usage expands. 
Cloud PCs are hosted virtual desktops that users access from compatible devices over a network connection. Credit unions can use them to provide a centrally managed work environment for employees and approved third parties. Optiri highlights temporary staffing and controlled vendor or auditor access as practical uses. 

Consider Cloud PCs when users need access to approved applications for remote work, temporary assignments or third-party engagements. They can help standardize the desktop environment and manage access centrally. Before deployment, evaluate connection reliability, application compatibility, peripheral requirements and the permissions each user needs.

SD-WAN uses software to manage network connections between branches, remote sites and shared resources. It helps credit unions apply consistent connectivity policies across locations and use available network links more flexibly. Depending on the design, it can also reduce reliance on costly traditional private-network connections.

SD-WAN can make it easier to connect new branches and acquired locations to network resources using available internet connections. Optiri’s offering supports encrypted communications and adding sites through internet connectivity. Performance and availability still depend on the underlying connections and network configuration.