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.

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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.

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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.

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News & Media

Insights from our resource center

Our Latest Blogs

A History of Innovation: Xpress Data, Inc. (XDI)

A History of Innovation: Xpress Data, Inc. (XDI)

Fintech Friday posts usually go something like this: Something doesn’t work as well as it could. Until now, there’s been...
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Example Content for Credit Union Nurture Sequences

Example Content for Credit Union Nurture Sequences

Your credit union's marketing automation program will be as successful as its campaigns. And for the most part, we don't...
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LiveSurvey Is Changing the Credit Union Member Experience Game

LiveSurvey Is Changing the Credit Union Member Experience Game

After years of bartending, I’m sensitive to customer complaints and social media reviews. Why announce to the world on Yelp...
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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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Are Your Audit and Compliance Methods Limiting Your Growth? Try This.

Are Your Audit and Compliance Methods Limiting Your Growth? Try This.

You might have the best growth plans and product portfolio available. You could have a great team of leaders ready...
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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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What Credit Union Marketing Automation Is and Why It Matters

What Credit Union Marketing Automation Is and Why It Matters

Here’s the problem: Digital marketing suffers from low conversion rates, an overabundance of tools and platforms, and poor transparency. Marketing...
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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? Aaaaand how many of those members end up with dealer...
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Quick Wins with Marketing Automation Forms

Quick Wins with Marketing Automation Forms

One of the core services that CU 2.0 provides is marketing automation. If you’re new to marketing automation and want to...
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On the Cloud? Get SaaS Optimization ASAP!

On the Cloud? Get SaaS Optimization ASAP!

When I first started writing for credit union audiences, I was nervous. I could talk about technology, but I’d never...
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New Podcast Episodes

CU 2.0 Podcast Episode 141 Teresa Freeborn CUNA’s “Open Your Eyes” – a Return Conversation

CU 2.0 Podcast Episode 141 Teresa Freeborn CUNA’s “Open Your Eyes” – a Return Conversation

CUNA is still at its "Open Your Eyes" to a credit union campaign and Teresa Freeborn is still heading the...
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CU 2.0 Podcast Episode 140 AI and Gesa

CU 2.0 Podcast Episode 140 AI and Gesa

This is not an infomercial for Scienaptic, an AI vendor with a particular focus on lending. There are two guests on...
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BIGCast: Using Artificial Intelligence, Organically with Kirk Drake (Podcast)

BIGCast: Using Artificial Intelligence, Organically with Kirk Drake (Podcast)

Recently, CU 2.0 Founder and CEO Kirk Drake sat down with John Best from the eponymous Best Innovation Group. But...
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PayPod: Credit Union Growth Strategies with Kirk Drake (Podcast)

PayPod: Credit Union Growth Strategies with Kirk Drake (Podcast)

Recently, CU 2.0 Founder and CEO Kirk Drake sat down with Scott Hawksworth with the Soar Payments podcast, PayPod. They...
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CU 2.0 Podcast Episode 139 Sundie Seefried on Cannabis Banking

CU 2.0 Podcast Episode 139 Sundie Seefried on Cannabis Banking

On July 1, Sundie Seefried, longtime CEO of Partner Colorado Credit Union, makes a huge career change. On that day...
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CU 2.0 Podcast Episode 138 Kirk Drake on Artificial Intelligence and Why You Are Five Years Behind the Leaders

CU 2.0 Podcast Episode 138 Kirk Drake on Artificial Intelligence and Why You Are Five Years Behind the Leaders

Start today, really embrace AI - artificial intelligence, where machines think and they are good at it when fed enough...
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CU 2.0 Podcast Episode 137 David Tuyo University Credit Union and the Pandemic

CU 2.0 Podcast Episode 137 David Tuyo University Credit Union and the Pandemic

You may think you have it tough managing a credit union in the pandemic. You need to talk with David...
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CU 2.0 Podcast Episode 136 Pete Crear A Distinguished Credit Union Life

CU 2.0 Podcast Episode 136 Pete Crear A Distinguished Credit Union Life

Know this about Pete Crear: He was the first to win the lifetime achievement award from the African American Credit...
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CU 2.0 Podcast Episode 135 Joel Schwartz DoubleCheck and NSF Fees

CU 2.0 Podcast Episode 135 Joel Schwartz DoubleCheck and NSF Fees

Overdraft fees are big business for most financial institutions and it's estimated that 20% of credit union members, one in...
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CU 2.0 Podcast Episode 134 Jim Van Dyke Breach Clarity

CU 2.0 Podcast Episode 134 Jim Van Dyke Breach Clarity

Every day there are four data breaches. And every year literally of billions of dollars are lost in various frauds...
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