CU 2.0 AI Platform | Credit Union AI Infrastructure
14-day free trial · no commitment · Purpose-built for credit unions and fintechs · Agent templates · prompts library · playbooks · Metered AI · semantic search · NCUA query tool · 14-day free trial · no commitment · Purpose-built for credit unions and fintechs · Agent templates · prompts library · playbooks · Metered AI · semantic search · NCUA query tool ·
CU 2.0 AI Platform

AI infrastructure built for the credit union industry.

The CU 2.0 AI Platform gives credit union teams and fintechs access to purpose-built AI tools, metered AI infrastructure, and a growing library of CU-specific templates — ready to use from day one.

Start Free Trial See Pricing
14 days
Free trial, full access
$49/mo
Dev tier to start
CU-built
Not generic AI, repurposed
Start Free
14-day trial — full access
Free Trial Full Dev-tier access for 14 days
$0

Credit card required to start. Auto-converts to Dev ($49/mo) after 14 days — cancel anytime before then.

✓Unlimited standards reads
✓$30 metered AI value included
✓5,000 API calls/day
✓Full toolkit: prompts, agents, playbooks
✓NCUA query tool access
Start Your Free Trial →

No commitment. Cancel before day 14 and you won’t be charged.

What It Is

AI tools built for this industry. Not adapted for it.

Most AI tools are built for generic business use and retrofitted for financial services. The CU 2.0 AI Platform is built from the ground up for the specific workflows, compliance environment, regulatory context, and member service reality of credit unions — with fintechs serving that market in mind too.

For credit union teams

Give your staff a toolkit they can actually use — CU-specific prompts, governance frameworks, board narratives, NCUA posture guides, and AI workflows that fit your operations without requiring a developer to set up.

For fintechs serving credit unions

Access metered AI infrastructure, agent templates, and vendor evaluation tools tuned for the credit union market. Build faster on a foundation that understands the buyer you’re selling to.

What’s in the Platform

Everything in one place. Purpose-built.

📋 Toolkit
Prompts Library
Curated, tested prompts for credit union workflows — member service, lending, compliance, board communication, and internal ops. Ready to use, easy to adapt.
🤖 Toolkit
Agent Templates
Pre-built agent frameworks from the CU 2.0 agent studio. Structured for real CU use cases — start with a template and customize, not from scratch.
🏔 Toolkit
Playbooks & Governance Frameworks
Governance, vendor evaluation, board AI narrative, NCUA posture, and D&O frameworks. Practical documents your compliance team can actually defend.
📊 Data
NCUA Query Tool
Pull NCUA call report data instantly. Peer benchmarks, financial metrics, and industry trends without digging through the NCUA website manually.
🔍 Pro+
Semantic Search
Search across the platform’s content, your uploaded documents, and the CU knowledge base using natural language. Available on Pro and above.
⚡ Infrastructure
Metered AI & API Access
Bundled AI value at every tier, with usage-based metering so you only pay for what you use. Priority routing on Pro. local_only flag for Enterprise compliance environments.
Pricing

Start free. Scale as you grow.

Every plan starts with a 14-day free trial at full Dev-tier access. No commitment, credit card required.

Trial
$0 / 14 days
Full Dev access — auto-converts after 14 days
  • ✓Unlimited standards reads
  • ✓$30 metered AI value
  • ✓5K calls/day
  • ✓Full toolkit access
  • ✓NCUA query tool
Start Trial
Dev
$49 /month
Individual devs, fintech contractors
  • ✓Unlimited standards reads
  • ✓$30 metered AI value
  • ✓5K API calls/day
  • ✓Full toolkit access
  • ✓NCUA query tool
Get Started
Most Popular
Pro
$199 /month
CU IT teams, small fintech vendors
  • ✓$130 metered AI value
  • ✓Semantic search
  • ✓25K API calls/day
  • ✓Priority routing
  • ✓Everything in Dev
Get Started
Enterprise
$999+ /month
Compliance-heavy CUs, enterprise vendors
  • ✓Unlimited usage
  • ✓local_only plan flag
  • ✓Dedicated SLA
  • ✓Named support contact
  • ✓Everything in Pro
Contact Us

Metered AI value is bundled at 1.5× retail equivalent. Unused value does not roll over. Enterprise pricing negotiated based on scope.

Who It’s For

Built for anyone building in the CU space.

Credit Union IT & Operations Teams

Give your technical staff a toolkit and infrastructure that understands the credit union compliance environment — without forcing them to build everything from scratch or adapt generic enterprise AI tools.

CU Executive Teams

Access board-ready AI governance frameworks, NCUA posture documents, and strategic AI playbooks without needing a developer. The platform gives executives usable tools, not just access to a model.

Fintechs Serving Credit Unions

Developers and contractors building for the CU market get metered AI infrastructure, agent templates, and industry-specific context that would take months to build independently. Start with a foundation, not a blank page.

Where the Platform Fits

The deployment layer of the CU 2.0 ecosystem.

Start here AI Mastermind 1:1 advisory AI Coaching
You are here AI Platform
Custom Custom Builds & Advisory

The Platform is where you deploy and scale. The Mastermind and Coaching build the capability. Custom builds and advisory engagements handle what the Platform can’t do out of the box.

Get Started

Start your 14-day free trial.

Full Dev-tier access. No commitment. Tell us about your use case and we’ll get you set up.