Our core services
Reach new markets. Engage existing ones.


Fintech Marketing
Attract new leads and members with informative, relevant content optimized to bring in high quality leads.
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Credit Union Mastermind
Develop lifelong leadership skills, confidence, and insight through peer mentoring groups in our Mastermind.
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Speaking & Workshops
Our speakers and workshop leaders have extensive experience with credit unions, technology, and audiences of any size.
Learn MoreOrganizations powered by CU 2.0
News & Media
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The buzz
Celebrating client success

Extraordinary
Best Innovation Group
,The CU 2.0 team helped us quickly set up the platform, email lists, and automated nurturing sequences. Plus, centralizing our CRM, email, and form builder just makes everything easier. The support from their team has been extraordinary.

Highly recommended
SMA Technologies
,CU 2.0 was able to seamlessly integrate with our marketing team to create high-quality written content. They produced blogs, video scripts, emails, press releases, and landing pages for us. We highly recommend CU 2.0’s content services.

Unlocked potential
South Bay Credit Union
,There are so many features and integrations that it can be difficult to navigate. Fortunately, CU 2.0’s continued support has helped us stay on track and truly unlock the full potential of our small marketing department.

Targeted leads
Grain Technologies
,CU 2.0 was able to put us in front of key, C-level decision makers in a very tough market to penetrate.

More demos
LiveSurvey
,Our ability to attract and nurture leads skyrocketed with CU 2.0’s marketing automation. We increased monthly unique site visits from a dozen to over a thousand. Now I give more demos per month than I did per year.