Our core services

Reach new markets. Engage existing ones.

fintech marketing and lead generation

Fintech Marketing

Attract new leads and members with informative, relevant content optimized to bring in high quality leads.

Learn More
credit union mastermind workshop group form cu 2.0

Credit Union Mastermind

Develop lifelong leadership skills, confidence, and insight through peer mentoring groups in our Mastermind.

Learn More
Credit conference speaker and workshop leaders

Speaking & Workshops

Our speakers and workshop leaders have extensive experience with credit unions, technology, and audiences of any size.

Learn More

Organizations powered by CU 2.0

News & Media

Insights from our resource center

Our Latest Blogs

Senso, AI, and Creating a Proactive Home Buying Experience

Senso, AI, and Creating a Proactive Home Buying Experience

I’m in the market for my next home, and while it’s exciting to browse homes on Zillow, I worry that...
Read More
Growing Your Direct Auto Loan Portfolio with Loanify

Growing Your Direct Auto Loan Portfolio with Loanify

How many direct auto loans do you preapprove for members? Yet, how many end up with dealer financing? Dealer financing...
Read More
Improving Credit Unions Rewards Programs

Improving Credit Unions Rewards Programs

Like most Americans, I use rewards cards almost exclusively. Whether cash back, travel perks, or discounts at national and local...
Read More
BankingON and the Next Generation of Mobile Banking Apps

BankingON and the Next Generation of Mobile Banking Apps

Credit union mobile banking apps have come a long way. It’s important to start with that single and meaningful fact....
Read More
The Best Credit Union CRM Software for 2022

The Best Credit Union CRM Software for 2022

Customer Relationship Management (CRM) software helps organizations manage interactions with current and prospective customers. CRMs assist in managing contact lists,...
Read More
Marketing to Millennials and Gen Z

Marketing to Millennials and Gen Z

This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in July 2021. It is...
Read More
Investment Accounts for Kids: Where Credit Unions Fit In

Investment Accounts for Kids: Where Credit Unions Fit In

Don’t work at a credit union, but like what you see? Head to UNest to open an investment account for...
Read More
Does Credit Union Content Marketing Work?

Does Credit Union Content Marketing Work?

Content marketing is a kind of marketing strategy designed to attract and nurture inbound leads. It relies on maintaining a...
Read More
A Quick Guide to Credit Union Member Acquisition Costs

A Quick Guide to Credit Union Member Acquisition Costs

In a perfect world, the reputation of any given credit union would precede it, and people would flock from far...
Read More
Everything* You Need to Know About Finn AI (*Almost)

Everything* You Need to Know About Finn AI (*Almost)

If you wanted to know about plan prices, integrations, or time to deployment, then Finn AI is the only source...
Read More

New Podcast Episodes

CU 2.0 Podcast Episode 176 Vizo and Aptys on the Reinvention of the Corporate Credit Union

CU 2.0 Podcast Episode 176 Vizo and Aptys on the Reinvention of the Corporate Credit Union

If you had asked me ten years ago what the future was for corporate credit unions I probably would have...
Read More
CU 2.0 Podcast Episode 175 MBFS CEO Mark Ritter Tells How to Make Member Business Lending Work

CU 2.0 Podcast Episode 175 MBFS CEO Mark Ritter Tells How to Make Member Business Lending Work

Some credit unions are making lots of very profitable member business loans.  Most aren't.  In fact, by Mark Ritter's count,...
Read More
CU 2.0 Podcast Episode 174 Tyler Gillies of Debtsy on 21st Century Debt Collection

CU 2.0 Podcast Episode 174 Tyler Gillies of Debtsy on 21st Century Debt Collection

What are the chief tools of old school debt collectors? Phone and US mail.  Two problems. Nobody answers the phone...
Read More
CU 2.0 Podcast Episode 173 Alexey Krasnoriadtsev BankingON on Bank Dora, Mobile Banking Now and Love

CU 2.0 Podcast Episode 173 Alexey Krasnoriadtsev BankingON on Bank Dora, Mobile Banking Now and Love

Early in this podcast you will realize that  Alexey Krasnoriadtsev is a different kind of tech CEO.  For starters, this...
Read More
CU 2.0 Podcast Episode 172 USAlliance’s CEO Kris VanBeek on its Neo-bank Bank Dora

CU 2.0 Podcast Episode 172 USAlliance’s CEO Kris VanBeek on its Neo-bank Bank Dora

Meet Dora.  She just may change all that you think about mobile banking. (more…)
Read More
CU 2.0 Podcast Episode 171 Andre Iervolino on Steps You Need to Take To Keep Your Credit Union Relevant

CU 2.0 Podcast Episode 171 Andre Iervolino on Steps You Need to Take To Keep Your Credit Union Relevant

Irrelevance beckons. And it will swallow many credit unions whole. That is the message delivered by Andre Iervolino, a longtime...
Read More
CU 2.0 Podcast Episode 170 Tim Keith of SRM on The Great Reset in Financial Services

CU 2.0 Podcast Episode 170 Tim Keith of SRM on The Great Reset in Financial Services

Things are different today in financial services and, increasingly, there is a realization that we are not going back to...
Read More
CU 2.0 Podcast Episode 169 Finalytics.ai on How Digital Can Be Harnessed to Revolutionize Member Service

CU 2.0 Podcast Episode 169 Finalytics.ai on How Digital Can Be Harnessed to Revolutionize Member Service

The language on the Finalytics.ai website is bold: "Our mission is simple: use technology to help financial institutions offer the same exceptional...
Read More
CU 2.0 Podcast Episode 167 Nathan Baumeister ZSuite Technologies on Finding Riches in Niches

CU 2.0 Podcast Episode 167 Nathan Baumeister ZSuite Technologies on Finding Riches in Niches

Be real - few credit unions can genuinely be all things to all members because how big would the institution...
Read More
CU 2.0 Podcast Episode 166 Jill Nowacki on the Credit Union War for Talent: HR in 2021

CU 2.0 Podcast Episode 166 Jill Nowacki on the Credit Union War for Talent: HR in 2021

It's tough out there.  That's a paraphrase of how Jill Nowacki, a 20 year veteran of the credit union industry and...
Read More

The buzz

Celebrating client success