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

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Our marketing automation service identifies, tracks, and nurtures leads, so you get more sales with less work.

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

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Our Latest Blogs

An Example of an Automated Nurturing Sequence for Credit Unions

An Example of an Automated Nurturing Sequence for Credit Unions

Marketing automation is standard for many industries, but credit unions are only just getting started with it. Unfortunately, this means...
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How Often Should You Email Your Credit Union Members?

How Often Should You Email Your Credit Union Members?

One of the most common questions from credit union marketing teams is about how often they should email their members....
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2020 Credit Union Technology Trends to Watch

2020 Credit Union Technology Trends to Watch

It finally happened. We entered a new decade. Will it be filled with glittering new possibilities? Or will it be...
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CU 2.0 Fintech Friday: Pinkaloo

CU 2.0 Fintech Friday: Pinkaloo

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Pinkaloo to discuss all things credit union, fintech, and...
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CU 2.0 Fintech Friday: Terafina

CU 2.0 Fintech Friday: Terafina

It’s CU 2.0 Fintech Friday! Today, we’re highlighting Wizely to see what they bring to the world of credit union...
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CU 2.0 Fintech Friday: Wizely

CU 2.0 Fintech Friday: Wizely

It’s CU 2.0 Fintech Friday! Today, we’re highlighting Wizely to see what they bring to the world of credit union...
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How to Increase Credit Union Member Engagement

How to Increase Credit Union Member Engagement

I’ve seen a few guides on how to boost credit union member engagement before. And you know what? I wasn’t...
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CU 2.0 Fintech Friday: Vincere

CU 2.0 Fintech Friday: Vincere

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Vincere to discuss all things credit union, fintech, and...
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Quick Wins with Marketing Automation Forms

Quick Wins with Marketing Automation Forms

Having done lots of marketing automation onboarding and coaching in the last year, I’ve decided it would be helpful to...
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Is Your Credit Union Bringing in Younger Members Yet?

Is Your Credit Union Bringing in Younger Members Yet?

Credit unions are filled with old people. That’s not a weird dig or hip slang that us younger generations use...
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New Podcast Episodes

CU 2.0 Podcast Episode 69 Casey Boggs on Reputation Management, Hackers and You

CU 2.0 Podcast Episode 69 Casey Boggs on Reputation Management, Hackers and You

What are people saying about your credit union? That means members, staff, and community members? And how does a nasty...
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CU 2.0 Podcast Episode 68 John Lanza on The Money Mammals + Kids and Finance

CU 2.0 Podcast Episode 68 John Lanza on The Money Mammals + Kids and Finance

Teach them when they are young. That’s the approach to financial education taken by John Lanza of the Money Mammals,...
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2020 Credit Union Technology Trends to Watch

2020 Credit Union Technology Trends to Watch

It finally happened. We entered a new decade. Will it be filled with glittering new possibilities? Or will it be...
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CU 2.0 Podcast Episode 67 Jesse Boyer COO NIH Federal Credit Union on Branch Reinvention

CU 2.0 Podcast Episode 67 Jesse Boyer COO NIH Federal Credit Union on Branch Reinvention

Biophilic. That’s your word for today and it is complements of Jesse Boyer, COO of the $600 million NIH Federal...
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CU 2.0 Podcast Episode 66 Amy McGraw Tropical Financial on Get Beyond Money

CU 2.0 Podcast Episode 66 Amy McGraw Tropical Financial on Get Beyond Money

Do you want to talk about money – or would you prefer to talk about sex? Many of us today...
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CU 2.0 Podcast Episode 65 John Weinkowitz on Credit Unions Buying Banks, Live from Finastra Community Markets

CU 2.0 Podcast Episode 65 John Weinkowitz on Credit Unions Buying Banks, Live from Finastra Community Markets

Credit unions are buying so many banks the Wall Street Journal refers to this as a "spree." Just in the first eight...
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CU 2.0 Podcast Episode 64 Carla Bienz Partners 1st CU, Live from Finastra Community Markets

CU 2.0 Podcast Episode 64 Carla Bienz Partners 1st CU, Live from Finastra Community Markets

Can small credit unions survive? Carla Bienz is CEO of Partners 1st Credit Union in Fort Wayne IN - an...
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CU 2.0 Podcast Episode 63 Steve Hoke on Data and Mortgages, Live from Finastra Community Markets

CU 2.0 Podcast Episode 63 Steve Hoke on Data and Mortgages, Live from Finastra Community Markets

There was a time when community financial institutions owned the home mortgage market. No more.  Fintechs dominate and mega banks...
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OK Google: What Do You Want with Credit Unions?

OK Google: What Do You Want with Credit Unions?

Much ado has been made about “the growing fintech threat” in the credit union space. Well, most of that has...
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CU 2.0 Podcast Episode 62 Lucy Donaldson of Canvas Credit Union on Digital Banking, Live from Finastra Community Markets

CU 2.0 Podcast Episode 62 Lucy Donaldson of Canvas Credit Union on Digital Banking, Live from Finastra Community Markets

What would it be like to go from being Head, Digital Customer Experience at Lloyds Bank in the United Kingdom...
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