How Often Should You Email Your Credit Union Members?

One of the most common questions from credit union marketing teams is about how often they should email their members. How often can they email their members? It’s a scary proposition, spamming your membership. You don’t want to annoy people or make them angry. On the other hand, you don’t want to be forgotten… Looking […]
Sontiq Acquires Fintech Provider Breach Clarity

Sontiq Adds Nationally Known Fraud, Banking and AI Experts to Lead Company’s Data Breach and Financial Fraud Protection Initiatives Boston, Mass. — March 9, 2021 — Sontiq, the leader in intelligent identity security (IIS), today announced it has acquired award-winning data breach intelligence fintech Breach Clarity. As a result of the acquisition, Sontiq’s products – IdentityForce, […]
CU 2.0 Podcast Episode 138 Kirk Drake on Artificial Intelligence and Why You Are Five Years Behind the Leaders

Start today, really embrace AI – artificial intelligence, where machines think and they are good at it when fed enough of the right data – and, guess what, you are already four or five years behind the leaders and that group includes most of the money center banks and maybe even a few credit unions. […]
Quick Wins with Marketing Automation Forms

One of the core services that CU 2.0 provides is marketing automation. If you’re new to marketing automation and want to learn how to achieve some quick wins with with forms, then read on! For the purpose of this blog, it doesn’t matter which platform you use. If you and your organization have picked up a marketing […]
AI Case Study: Grain Technologies

This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This particular case study was cut for space from the book. However, the book features more than a dozen explorations of AI-based fintechs. Stay tuned to the CU 2.0 blog while we feature more excerpts from our financial guide to AI!
CU 2.0 Podcast Episode 137 David Tuyo University Credit Union and the Pandemic

You may think you have it tough managing a credit union in the pandemic. You need to talk with David Tuyo, CEO of University Credit Union, with assets edging up towards $1 billion and a growth rate in loans that’s running around 30% per year.
CU 2.0 Podcast Episode 136 Pete Crear A Distinguished Credit Union Life

Know this about Pete Crear: He was the first to win the lifetime achievement award from the African American Credit Union Coalition – and when they gave him the award in 2003 they decided to name it after him. The roster of Pete Crear Lifetime Achivement Award winners is now a dazzling hall of fame […]
On the Cloud? Get SaaS Optimization ASAP!

When I first started writing for credit union audiences, I was nervous. I could talk about technology, but I’d never worked in a financial institution before. And then I learned that most credit unions weren’t yet on the cloud.
CU 2.0 Podcast Episode 135 Joel Schwartz DoubleCheck and NSF Fees

Overdraft fees are big business for most financial institutions and it’s estimated that 20% of credit union members, one in five, have an NSF annually. The worse news is that the credit union’s NSF fee is just the start of the consumer’s pain. Joel Schwartz, founder and co-CEO of DoubleCheck, a Los Angeles company with an […]
CU 2.0 Podcast Episode 134 Jim Van Dyke Breach Clarity

Every day there are four data breaches. And every year literally of billions of dollars are lost in various frauds that are fed by the data stolen in breaches. Who pays the bulk of that loss? Financial institutions, says Jim Van Dyke, founder of Breach Clarity, an innovative company that wants to shed a bright […]