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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.

Research

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

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

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.

Search Work with us

Insights

The CU 2.0 Blog

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

cu 2.0 ai coaching for credit unions

CU 2.0 Launches AI Coaching Program That Puts People Before Tools

September 17, 2026

CU 2.0 Podcast Episode 422 Overdrawn: The Continuing Fallout From Death of IBEW Local Union 712 Federal Credit Union

September 16, 2026

AI Basics banner: How Does AI Actually Work?

How Does AI Actually Work? Tokens, Context Windows, and Why Claude “Forgets”

Ever pasted a contract into Claude, gotten great answers, then watched it lose the thread twenty messages later? That's the context window at work. Here's what it means—and how your

September 14, 2026

CU 2.0 Podcast Episode 421 Ibby Dickson on Lobbying Today’s Congress

September 9, 2026

AI Basics banner: Custom GPT vs. Claude Project vs. Gemini Gem

Custom GPT vs. Claude Project vs. Gemini Gem: Same Idea, Three Names

Someone on your team mentioned a "Custom GPT." A vendor demo showed a "Claude Project." Your CTO is talking about a "Gemini Gem." Good news: it's the same concept with

September 7, 2026

CU 2.0 Podcast Episode 420 Casap’s AI Agents Tame Fraud at Chartway Credit Union

September 2, 2026

AI Basics banner: What You're Actually Granting When You Connect an MCP Server

What You’re Actually Granting When You Connect an MCP Server

Connecting an MCP server to your AI assistant isn't like clicking "Allow" on a cookie banner. It's a real access grant—to your files, your database, or your member-facing systems. Here's

August 31, 2026

CU 2.0 Podcast Episode 419 AI Working Miracles in Arise Financial’s Backoffice Operations

August 26, 2026

never paste member data or pii into chatgpt

Never Paste Member Data Into ChatGPT — And What to Do Instead

Your loan ops team is probably already using ChatGPT. The question isn't whether it's happening—it's whether they know where that member data is going. Here's what credit union executives need

August 25, 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