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

Credit Union Security vs the Staffing Shortage

Credit Union Security vs the Staffing Shortage

We’ve heard the rumors. We’ve seen the reports. And we’ve spoken firsthand with enough credit unions to know: (more…)
Read More
Otomo, Self-Driving Finance, and Generating Non-Interest Income for Credit Unions

Otomo, Self-Driving Finance, and Generating Non-Interest Income for Credit Unions

There’s technology people use because they must, and there’s technology people use because they want to. Usually, there’s very little...
Read More
2021 Fintech 2.0 Awards

2021 Fintech 2.0 Awards

Each year, CU 2.0 recognizes fintechs that have improved credit union technology and the member experience. For our first annual...
Read More
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

New Podcast Episodes

CU 2.0 Podcast Episode 182 SRM’s Larry Pruss on What You Need to Know – and Do – About Crypto Currencies
CU 2.0 Podcast Episode 181 Walt Agius on CUSOs, Indirect Car Loans, and Lending in the 21st Century

CU 2.0 Podcast Episode 181 Walt Agius on CUSOs, Indirect Car Loans, and Lending in the 21st Century

Walt Agius knows credit union lending.  And he especially knows what credit unions need to to stay competitive in the...
Read More
CU 2.0 Podcast Episode 180 Kirk Drake, Joe Cianciolo HomePace, Mike Kenzie Patriot FCU on Brainstorming Fintech

CU 2.0 Podcast Episode 180 Kirk Drake, Joe Cianciolo HomePace, Mike Kenzie Patriot FCU on Brainstorming Fintech

Put your brainstorming hat on. You'll want it as you listen to this podcast that serves as a preview of...
Read More
CU 2.0 Podcast Episode 179 Bryce Deeney of equipifi and the Rise of BNPL

CU 2.0 Podcast Episode 179 Bryce Deeney of equipifi and the Rise of BNPL

BNPL.  Remember that because you soon will be using that abbreviation often. (more…)
Read More
CU 2.0 Podcast Episode 178 Cameron Madill on Credit Union Websites, B Corps, and Much More

CU 2.0 Podcast Episode 178 Cameron Madill on Credit Union Websites, B Corps, and Much More

Be bold. That is the loud message from Cameron Madill, CEO of PixelSpoke, an Oregon headquartered marketing agency that primarily...
Read More
CU 2.0 Podcast Episode 177 Amber Callahan VP of Marketing at 1st Advantage FCU and Kristin Harrison Web Strategies on Digital Marketing

CU 2.0 Podcast Episode 177 Amber Callahan VP of Marketing at 1st Advantage FCU and Kristin Harrison Web Strategies on Digital Marketing

What you don't know about digital marketing can be your undoing. That is 2021 fact. (more…)
Read More
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

The buzz

Celebrating client success