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fintech marketing and lead generation

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

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

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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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News & Media

Insights from our resource center

Our Latest Blogs

Branch Location Strategy and TerraStrat

Branch Location Strategy and TerraStrat

Fintechs and neobanks are going branchless. And, while it’s a compelling move, it leaves out those who prefer their banking...
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Credit Union SEO Optimization Tips for Content Marketing

Credit Union SEO Optimization Tips for Content Marketing

Your credit union competes for more than the best rates on mortgages and auto loans. You also compete for visibility...
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Tokenization and the Value of Very Good Security for Credit Unions

Tokenization and the Value of Very Good Security for Credit Unions

In survey after survey, security tops the list of consumer priorities for digital banking technology. It beats convenience, UI/UX, and...
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Quilo, Market Trends, and Credit Union Installment Loans

Quilo, Market Trends, and Credit Union Installment Loans

Fintechs powered 49% of personal loans in 2019. With the rise of Buy Now, Pay Later (BNPL) and Earned Wage...
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A Buy Now, Pay Later Provider Review for Credit Unions

A Buy Now, Pay Later Provider Review for Credit Unions

Typically, Buy Now, Pay Later (BNPL) is an option that allows consumers to make installment payments on purchases over $100....
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Support Fintech and Vendor Solutions Better with SD-WAN

Support Fintech and Vendor Solutions Better with SD-WAN

Our drive to focus on the technologies that drive credit unions forward and increase their market share has a downside:...
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Datava and the Power of Personalization

Datava and the Power of Personalization

Credit unions used to differentiate through the member experience. When members walked into the branch, they were greeted by name...
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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,...
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How to Fix Credit Union Call Center Inefficiencies

How to Fix Credit Union Call Center Inefficiencies

Call centers are a necessary evil. But credit unions don’t have to rely on them nearly as much as they...
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Business Messaging, Credit Unions, and Connecting with Members

Business Messaging, Credit Unions, and Connecting with Members

In the credit union industry, everything should come back to serving members. If you’re not doing that, then what’s the...
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New Podcast Episodes

CU 2.0 Podcast Episode 205 OGO’s Tim Daugherty on Why You Need a Business Continuity Plan

CU 2.0 Podcast Episode 205 OGO’s Tim Daugherty on Why You Need a Business Continuity Plan

The pandemic. The Great Resignation. Oregon wild fires. Tornados in Kansas.  Face facts: it is tough to know how to...
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CU 2.0 Podcast Episode 204 Guy Messick on CUSOs, Fintechs, and Your Future

CU 2.0 Podcast Episode 204 Guy Messick on CUSOs, Fintechs, and Your Future

If you are a credit union executive you should be staying up at night chewing on this question: how do...
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CU 2.0 Podcast Episode 203 Ted Brown Digital Onboarding and Deborah Colby One Nevada CU

CU 2.0 Podcast Episode 203 Ted Brown Digital Onboarding and Deborah Colby One Nevada CU

Subtitle this podcast: what a fintech needs to know and do to succeed when working with credit unions. Just maybe...
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CU 2.0 Podcast Episode 202 Kirk Kordeleski Tells If You Are Paid Enough

CU 2.0 Podcast Episode 202 Kirk Kordeleski Tells If You Are Paid Enough

How much do you make? Is it enough? A question for credit union boards: Are you paying your staff, especially...
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CU 2.0 Podcast Episode 201 Jeff Keltner Upstart on Smarter Lending

CU 2.0 Podcast Episode 201 Jeff Keltner Upstart on Smarter Lending

What happens when you throw a bunch of ex-Googlers into an office in San Mateo California? Enter Upstart, a new...
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CU 2.0 Podcast Episode 200 Visions FCU’s Joe Keller on Credit Unions and Digital Assets

CU 2.0 Podcast Episode 200 Visions FCU’s Joe Keller on Credit Unions and Digital Assets

How good a manager are you? Tell me: do you have a VP of digital assets? Didn't think so. What...
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CU 2.0 Podcast Episode 199 Julie Markee EOS on Managing for Success

CU 2.0 Podcast Episode 199 Julie Markee EOS on Managing for Success

How good a manager are you? Be honest now.  Do you have a systematic way of measuring how effectively you...
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CU 2.0 Podcast Episode 198 Seth Brickman QCash on How an Amazon Guy Found What He Wanted at a CUSO

CU 2.0 Podcast Episode 198 Seth Brickman QCash on How an Amazon Guy Found What He Wanted at a CUSO

Seth Brickman's career includes the US Navy (remember Top Gun? That was his motivator). Then he landed at Microsoft, he co-founded...
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CU 2.0 Podcast Episode 197 Barb Lowman President CUNA Strategic Services on Credit Union Survival Skills 2022 Edition
CU 2.0 Podcast Episode 196 Dan Michaeli Glia on Digitizing Member Service and Credit Union Merger Mania

CU 2.0 Podcast Episode 196 Dan Michaeli Glia on Digitizing Member Service and Credit Union Merger Mania

You know the numbers.  In just the first three quarters of 2021 the NCUA approved 117 mergers and there will...
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