Truliant Building Convenient Branches of the Future

by Heath Combs on August 12, 2014

The following editorial was written by Truliant President and CEO Marcus Schaefer for the Summer edition of our TruInsight quarterly newsletter.

Not another red light! It’s scorching hot outside, traffic is backed-up. I’ve got maybe twenty minutes to stop by the Truliant branch to deposit a couple checks, get some cash and ask about a car loan for my son who just graduated from college. I hope there’s not a long line.

And, I need to grab some lunch and get back to work within the hour. Quality of life this isn’t.

Scene shifts to a parallel universe – I just laid out two checks and used my phone to deposit them to my Truliant account. Then I filled out an auto loan application online for my son’s car. I’ll need some cash for the weekend, but I’m stopping by the store on the way home for some groceries, so I’ll just get some cash back at the checkout from my Truliant debit card. I noticed they issued me a credit at Home Depot on that account, so I’ll go over this weekend and pick-up some mulch for the flower beds. I heard Truliant’s working on a self-checkout feature with some merchants, so soon I may not even have to stand in a checkout line!

I’ve got extra time for lunch, so I called my sweetie and we met for lunch at Bistro Bistro. I’m stopping by Truliant later this week, since I have an appointment with Lauren to talk about how to position the money we’re setting aside to send our kids to college and how to meet our goal to retire someday.


These are different visions of the same world we already inhabit… or soon will. Advances in technology will generally improve our lives by taking routine transactions that can be inconveniently time-consuming and make them easy. For Truliant, that also means we can be just as convenient to our members as the large banks that have the advantage of many branches – when it comes to transactions.

The flip-side is that we can focus on the conversations that help guide your choices in building your financial life and future. To support this focus, Truliant has already or is currently in the process of adding new Member Financial Centers in Elon, Whitaker Square in Winston-Salem and multiple new locations in the Charlotte area. Our staff and advanced ATMs in the Member Financial Centers can still perform basic transactions; however, they’re just as likely to provide you with sound advice on your financial choices as they are to help you cash a check.

Google recently announced the self-driving car with no steering wheel and no brakes. All you’ll need is the on-off switch. Amazon projects delivering orders to your home or office via hovering drones. We’re only projecting gradual changes in how you handle routine transactions and how we’ll use the time saved together to offer you informed guidance as you chart your financial course ahead.

You’d expect nothing less from your member-owned financial provider with the mission of life improved, as we are truly here to improve your life.


The rain on Saturday didn’t keep a crowd that was ready to dance away from Summer On Trade. This early August weekend Envision kept a big crowd on the asphalt dance floor with soul hits.


If you’ve been looking for something to do this summer that doesn’t require a lot of cash but is a lot of fun, you should check out Summer on Trade. It’s every Saturday evening from 7-10 p.m. at 6th and Trade Streets in the downtown Arts District and there are still four more performances for the summer series. All you have to do is show up and maybe bring a lawn chair. You‘ll get to see and hear some of the area’s best bands for free!

Truliant Federal Credit Union is the main sponsor of Summer On Trade. Truliant has always been a great supporter of the community events, and they’re particularly proud to be involved with presenting music for our community so that everyone can experience outstanding live music in a great downtown setting.

Check out the performers for the next 6 weeks and their music genre. I’ll bet you’ll find a music style to suit your tastes.

So pack up the family for the evening, a group of friends or just a couple’s night out (hey, you could also have a romantic dinner) and see what Summer on Trade is all about.

The six remaining Summer on Trade Bands are:

August 9 – Vagabond Saints Society: (Hall & Oates)

August 16 – Big Ron Hunter and Mike Bennett & the B-String Allstars (Guitar, Blues, Rock)

August 23 – Doby (Funk Soul)

August 30 – The Mighty Eliminators (Old School Variety)


11 Summer Travel Tips For Keeping Your Finances Safe

by Heath Combs July 21, 2014

Summer is proceeding quickly, but there’s still a lot of fun to be had. At Truliant, our goal is to help educate our members and provide you with new ways to help you ensure your travels are safe and worry-free when it comes to your financial security.
Before You Leave:
• Contact your local post office and [...]

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Three Ways To Get Ready For Christmas in July

by Heather July 16, 2014

You see it everywhere and hear people talking about it but what does it actually mean – Christmas in July??
July is typically the hottest month of the year for us in the Northern Hemisphere while our friends in the Southern Hemisphere, like Australia and New Zealand are experiencing their coldest month. It’s hard to [...]

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Truliant’s New Website Coming Later This Year

by Heath Combs July 8, 2014

The times they are a changing. And while some things should always stay the same – like making sure you have a financial partner that understands your needs – an evolving world of online and mobile technology demands we keep things convenient.
During the last several months, teams within Truliant have worked diligently to create [...]

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Are You Ready For Some Summer Fun?

by Heather June 6, 2014

The summer season is just about here. Are you ready for some fun? Have you been saving money that we all will inevitably spend on hotels, gas, entertainment costs to capture a little bit of enjoyment.
It can be difficult me to budget for these fun expenses when I already have our day to day to [...]

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Better Car Deals For Spring 2014?

by Heath Combs May 5, 2014

There’s plenty of advice on when to buy a car. Early in the week. Late in the month. End of the quarter. Avoid weekends.
General agreement points to spring as a bad time. It’s when we’re out and about. Maybe itching to spend a tax refund. Sales people are less inclined to wheel and deal in [...]

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President’s Message 2014: In the Moment

by Heath Combs May 1, 2014

The following is Truliant President and CEO Marcus Schaefer’s speech from our Annual Meeting and Review of 2013 Financial Results on Monday, April 28, 2014.
If you’ll allow me, I’d like to be philosophical for a moment. I have friend who, like many of us, found himself rushing around trying to manage a busy work and [...]

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Big Bank Alternatives Look Better Every Day

by Heath Combs April 18, 2014

Big banks sometimes push aside thier financial partners’ best interest to make shareholders happy. Here’s a few examples.

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