Microsoft 365 Solutions

Unlock the full potential of Microsoft 365 with expert configuration, management, and security designed for credit unions. 

<p>Get M365 Assessment</p>

 

 
 
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

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.

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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.

  • 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


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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.
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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.
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Blog

Optiri Insights

Insights & Innovations: The Future of Credit Union IT
2 min read

What Is a Virtual CISO, and Why Is a vCISO Valuable for Credit Unions?

Shane Butcher: Nov 4, 2025

Credit unions, like organizations in many sectors, face growing challenges in protecting critical IT infrastructure...
3 min read

Is Your Credit Union’s Incident Response Program Ready For a Cyber Attack?

Shane Butcher: Oct 24, 2025

Cyber threats are escalating rapidly, with data breaches and ransomware attacks making headlines almost daily. In 2025,...
2 min read

5 Signs Your CU’s BCP is Outdated and Exposing You to Risk

Timothy Daugherty: Sep 19, 2025

The following is an article written by Optiri's Director, Business Continuity Management, Tim Daugherty. It originally...

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