Consulting Services
Leverage expert guidance to strengthen security, ensure compliance, and align your IT strategy with long-term credit union goals.
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
Virtual CISO
Seasoned Cybersecurity Expertise and Strategic Leadership
Optiri’s experienced information security team will provide flexible, cost effective and knowledgeable guidance, oversight and governance that aligns with your credit union’s needs, goals and resources.
- Information security expertise that knows the credit union industry.
- Executive level security guidance.
- Immediate impact on the credit union’s security program.
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Strategic Planning
Align Your Technology Vision With Success and Security Excellence
Transform your technology and information security programs through comprehensive strategic planning that aligns IT investments with business objectives.
- With deep industry expertise, Optiri addresses complex technology challenges, ensuring seamless, secure and compliant operations.
- Make confident technology investment decisions based on informed and thoroughly integrated strategic plans that fully support credit union operational goals and resilience.
- Maximize your technology budget effectiveness through strategic road mapping that prioritizes high-impact initiatives, eliminates redundancies and creates synergies between security and operational technologies.
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Compliance Assessments
Navigate Complex Regulatory Requirements With Confidence and Precision
Achieve and maintain regulatory compliance across technology, information security and privacy standards.
- Benefit from comprehensive assessments across multiple regulatory standards and frameworks.
- Receive thorough documentation of compliance gaps with prioritized remediation plans.
- Establish sustainable compliance through ongoing assessments.
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Security Assessments
Strategic Insights and Prioritized Remediation Roadmap to Strengthen Your Defenses
Transform uncertainty into actionable intelligence with our comprehensive security assessments. Our expert-led evaluations provide visibility into your credit union’s security posture, identifying critical vulnerabilities and misconfigurations before malicious actors can exploit them.
- Improve your visibility into the vulnerabilities and risks of your Information Security Program.
- Receive prioritized action plans for improvements.
- Ensure adherence to industry standards and regulatory requirements.
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Microsoft 365 and Azure Security Assessments
Ensure Your Microsoft Infrastructure is Properly Configured and Secured to Protect Your Credit Union and Member Data
Be confident knowing that your Microsoft infrastructure has been validated against best practices and industry frameworks to keep the bad actors out and your credit union’s data secure.
- Evaluate security controls across the Microsoft cloud environment.
- Determine the effectiveness of data loss prevention, anti-phishing and encryption controls.
- Ensure adherence to industry standards and regulatory requirements.
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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.