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For Credit Unions

For credit unions

AI capability, strategy, and access to the right fintechs.

All credit union services

AI coaching and strategy

AI Coaching Ongoing coaching for your executive team. AI Mastermind A working group for CU leaders. AI Platform Tools and agent templates for your team. Strategic Planning Planning facilitation, including C-suite AI strategy.

Fintech access

Fintech Call Program Curated introductions. No cold demos. Fintech Advisory Networking Group Invite-only peer group with fintech leaders.

Events and speaking

Speaking and Keynotes Kirk Drake and Chris Otey at your event. Events CU 2.0 Live, happy hours, and webinars.

Shopping for a solution? Credit Union Research

Scan fintech profiles, then go deep with a Decision Kit for your category.

Start researching

For fintechs and CUSOs

Your growth engine in the credit union market: marketing, product, funding, and the relationships that come with them.

All fintech services

Services

Fintech Services Marketing, product, and funding support. AI Mastermind The same working group, for fintech leaders.

Get discovered

Get listed in the Fintech Library Where credit unions scan the market.

Track record Fintech Exits

See the fintechs we've helped exit.

Credit Union Research

Scan the market fast, then go deep before you take a demo.

Browse the Decision Kits

Scan

Fintech Library Fintech profiles, filterable by category.

Go deep

Decision Kits Kits that compare vendors in one category. Guides Advisory content on each solution category.

Featured kit Digital Member Onboarding

The 90 days that decide member lifetime value.

Insights

Information to make better decisions at your credit union.

Read

Blog Posts by industry thought leaders. Guides Downloadable deep dives. Books Including Credit Union 2.0.

Watch and listen

Podcast The CU 2.0 Podcast. Videos Talks, webinars, and interviews.

Latest episode

CU 2.0 Podcast Episode 429 Posh AI Talks About the Future of AI in Credit Unions Listen now

About CU 2.0

Founded in 2016 in Ashland, Oregon.

Company

Team Kirk, Chris, and the crew. Contact Talk to a person.

Related

Painted Hills CUSO CUSO investment opportunities. Loan participations Loan portfolio opportunities.

Founder Kirk Drake

Founder and CEO, and author of Credit Union 2.0.

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Insights

The CU 2.0 Blog

The CU 2.0 Blog covers trends, technologies, strategies, and organizations.

CU 2.0 Podcast Episode 429 Posh AI Talks About the Future of AI in Credit Unions

November 4, 2026

AI Basics banner: The Three-Tier Way to Size AI Risk

The Three-Tier Way to Size AI Risk at Your Credit Union

Not sure how to tell your board—or your examiners—whether an AI tool is safe to use? A simple three-tier risk framework gives your whole team a shared vocabulary and a

November 2, 2026

CU 2.0 Podcast Episode 428 MOCSE CEO Shane Saunders Takes Us On A Digital Upgrade Journey

October 28, 2026

Rethinking Financial Literacy Education at Raub Middle School in Pennsylvania

CU 2.0 Podcast: Rethinking Financial Literacy Education at Raub Middle School in Pennsylvania

October 26, 2026

AI Basics banner: What Claude Cowork Actually Does

What Claude Co-work Actually Does (It’s Not Just a Chatbot)

Claude Co-work isn't a faster way to answer one-off questions. It's a shared AI workspace where your whole exec team can work on the same project—with context that carries across

October 26, 2026

CU 2.0 Podcast Episode 427 Lauren Culp Tells What the National Credit Union Foundation Does

October 21, 2026

AI Basics banner: Trust But Verify

Trust But Verify: Why You Should Never Take an AI’s Word on a Regulatory Question

AI can give your credit union a confident, well-formatted answer to a regulatory question—and be completely wrong. Here's what hallucination means for credit union compliance work, and the practical framework

October 19, 2026

CU 2.0 Podcast Episode 426 Vericast Tells How to Supercharge Acquisition of New Account Holders

October 14, 2026

AI Basics banner: Zero-Shot, One-Shot, Few-Shot Prompting

Zero-Shot, One-Shot, Few-Shot: How Many Examples Does Your AI Actually Need?

Ever give an AI a vague prompt and get a vague answer back? That's a prompting problem, not a tool problem. Here's how zero-shot, one-shot, and few-shot prompting work—and how

October 12, 2026

Put your credit union's AI rules in writing.

Our free AI policy template covers governance, risk tiers, AI agents and vendor AI, plus 11 questions for your board.

Get the AI policy