Here’s the bad news: AI today is more of a promise than a working reality at most credit unions, says Al;ex JImenzez, a …
CU 2.0 is a digital consultancy and marketing agency with a mission to increase credit union market share through fintech partnerships.
Founder and CEO
Founder and CRO
COO & EOS Integrator
Misty ensures that the team is paddling in the right direction. She can’t swim, so it’s stressful, but a simple Crown and Diet helps her stay relaxed.
VP, Sales
Tony brings decades of sales experience to CU 2.0. A little bourbon (neat) always takes the sting off the bruises from BJJ mat time.
Business Development
Dylan has been with CU 2.0 for over 5 years and manages their tech stack and sponsorships. He loves a good cielo rojo… or a horchata before 5.
Marketing & Creative
Zeke has nearly a decade of writing and marketing experience. Despite being a cocktail nerd, he prefers a barrel-proof bourbon paired with a jazz LP.
Program Management
Talli has helped CU 2.0 keep its processes in order for more than 3 years. She likes mojitos and is a sucker for old-school Tom & Jerry cartoons.
Events Coordinator
Jana is an experienced event planner who knows how to keep things on schedule. She knows a thing or two about wine and cottagecore aesthetics.
Here’s the bad news: AI today is more of a promise than a working reality at most credit unions, says Al;ex JImenzez, a …
Download the full guide here. The goal of Customer Relationship Management (CRM) is to improve and manage interactions with members. CRMs help …
Beware the shiny tech objects.
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