Member growth Large and growing member base with 300,000+ members across multiple Carolinas and Virginia signals opportunity to cross-sell digital banking, loans, and wealth-related services as the member base expands.

Digital closing Longstanding collaboration with DocMagic since 2020 to build digital closing capabilities indicates readiness for scalable eSign and eClosing solutions, suggesting upsell potential for further eServices and automation.

Award momentum Recent PROGRESS in Lending and Connections Award recognition in 2026 highlights a focus on innovative lending solutions, presenting an opening to discuss advanced origination, eHELOC capabilities, and competitive rate products.

Growth tilt History of headcount expansion and branch growth coupled with a mid-market revenue footprint positions Truliant as a candidate for payroll, onboarding, HR tech, and branch technology enhancements.

Financial health Revenue in the substantial mid-range (250M–500M) with 501–1000 employees indicates capacity for enterprise-grade financial services, risk/compliance tooling, and scalable security solutions aligned with regulatory needs.