CU2.0 Podcast Episode 119 Peter Duffy on Mergers
Go big or go home. That’s the bold message from investment banker Peter Duffy of Piper Sandler and for some years he has been in the thick of credit union mergers.
CU2.0 Podcast Episode 118 Mickey Goldwasser Chief of Staff Payrailz On AI and What’s Next In Payments
Do it for me. That is exactly what more and more credit union members expect from their financial institution. Especially around payments.
Financial Wellbeing Starts with the Car Loan and Doesn’t End There
According to the Bureau of Labor statistics, transportation expenses are the second largest discretionary spending in a consumer’s budget. The industry is so large, it’s one of the few nationwide ‘trillion dollar’ industries. (Healthcare, food, and housing are the other three.)
CU2.0 Podcast Episode 117 Fahd Rachidy CEO ABAKA on AI and How to Sell Smarter
Here’s the fast track to making members feel they are being sold to: offer them products and services they have no interest in or use for. How often does your credit union do exactly that?
3 Ways to Improve Your Digital Member Experience
In the early days of the pandemic, researchers were already hard at work. They wanted to see the effect our socially-distant lifestyle had on banking. Some of their findings were alarming—even though they’re right in line with what we expected.
CU 2.0 Podcast Episode 121 Inside the CU 2.0 Mastermind Group
This is a special CU 2.0 Podcast where the aim is to take listeners inside the CU 2.0 Mastermind group where credit union executives and fintech executives join together to explore new ideas, to review problems, and together – by sharing wisdom and experiences – join in reaching higher levels of success. In this episode Ray Crouse, CEO […]
2021 Credit Union Technology Trends to Watch
Wow. 2020 managed to pack a decade of excitement into the span of a single year. Interestingly, it also packed several years worth of digital transformation into a few months at the beginning of the pandemic. Credit unions began by closing branches, leaning heavily on their digital channels… and continued to lean on digital even […]
Why Doesn’t Your Credit Union Have Zelle® Yet?
Here’s the thing: credit unions must prioritize digital convenience and utility. It’s starting to get embarrassing. In our weekly newsletter, we shared a short PR blurb about how Sound Credit Union recently completed a Zelle® integration. Sound Credit Union is well over $1b in assets, which raised several questions:
Credit Union–Fintech Mastermind Showcase Event
CU 2.0 is changing up its Mastermind session for the month of December. After all, you probably already have enough to worry about during the holidays! But that presents an opportunity for all of us to break from our groups and come together as a whole. On December 9th, join us for a ½-day showcase […]
CU2.0 Podcast Episode 116 Barclay Keith of Artis Technologies on a New Lending Strategy
Most credit unions continue to wrestle with too many deposits and too few places to park that money profitably. Call this Part 3 of the CU 2.0 deep dive into lending in the pandemic era and that is because Barclay Keith, CEO of Artis Technologies, has developed tools that will enable a credit union to […]