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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

Nuance in the Credit Union Industry

Nuance in the Credit Union Industry

At CU 2.0, we look at a lot of different fintechs. It’s our “thing,” so to speak. Often, this means...
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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. Members call contact centers usually when they’re already upset or frustrated about something, and...
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New Podcast Episodes

CU 2.0 Podcast Episode 211 Chris Doner CEO Access Softek on Why You Need a Robo-Advisor

CU 2.0 Podcast Episode 211 Chris Doner CEO Access Softek on Why You Need a Robo-Advisor

A machine just maybe can pick stocks better than a human - and just maybe credit unions can augment their...
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CU 2.0 Podcast Episode 210 Abrar Ahmed on id-go to Prevent Account Takeover Attacks

CU 2.0 Podcast Episode 210 Abrar Ahmed on id-go to Prevent Account Takeover Attacks

There has to be a better way. A safer way. There has to be a way to swiftly let  a...
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CU 2.0 Podcast Episode 209 Landon Glenn, CEO of ASA, the New way for CUs and Fintechs to Connect

CU 2.0 Podcast Episode 209 Landon Glenn, CEO of ASA, the New way for CUs and Fintechs to Connect

You are going to want to listen to this podcast twice. That's because the first time you hear it you...
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Money Talks with Kirk Kordeleski Episode 2: Executive Comp As a Strategic Initiative

Money Talks with Kirk Kordeleski Episode 2: Executive Comp As a Strategic Initiative

Here's the big, immense, mind blowing idea that is central to this podcast: a competitive credit union has to view...
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CU 2.0 Podcast Episode 208 Steve Bone Ongoing Operations on OGO’s Future

CU 2.0 Podcast Episode 208 Steve Bone Ongoing Operations on OGO’s Future

Steve Bone, a longtime fintech executive, has been given the big chair at Ongoing Operations - aka OGO - and now he...
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Money Talks with Kirk Kordeleski Episode 1 “What’s In Your Pay Packet?”

Money Talks with Kirk Kordeleski Episode 1 “What’s In Your Pay Packet?”

Are you earning enough at a credit union? Here's the bad news: it's not easy to figure out the right...
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CU 2.0 Podcast Episode 207 Michele Dean on Thinking Big on Long Island

CU 2.0 Podcast Episode 207 Michele Dean on Thinking Big on Long Island

Meet Michele Dean, CEO of Suffolk Federal Credit Union on Long Island in New York and that is a $1.5 billion institution....
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CU 2.0 Podcast Episode 206 Fearing the Unknown Unknown with Risk Guru Amanda Cohen

CU 2.0 Podcast Episode 206 Fearing the Unknown Unknown with Risk Guru Amanda Cohen

Now it has become time to fear the unknown unknown. That is a mantra of Amanda Cohen, the director of governance,...
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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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