AI Case Study: Digital Onboarding

Credit union ai case study for digital onboarding by cu 2.0

This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based digital onboarding for credit union members, Digital Onboarding.

AI Case Studies: FlexPay

Flexpay fintech ai case study from credit union 2.0

This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based decline salvage for fraud prevention, FlexPay.

AI Case Studies: Posh Technologies

Posh technologies conversational ai for credit unions case study from cu 2.0

This is an excerpt from FinAncIal: Helping Financial Executives Prepare for an Artificial World. Grab your copy here! This case study covers the leading player in AI-based credit union chatbots. Posh Technologies’ conversational AI includes capabilities for web, SMS, social, mobile, IVR, and home digital assistants, such as Amazon Echo and Google Home. Stay tuned […]

AI Case Study: Grain Technologies

grain technology ai for credit from cu 2.0

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 135 Joel Schwartz DoubleCheck and NSF Fees

credit union podcast

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 […]

Total Expert partners with CU 2.0 to improve the credit union member experience

total expert cu 2.0 partnership announcement for credit unions

CU 2.0 and Total Expert partner to provide industry-leading marketing automation services to credit unions. The industry shift toward remote banking and omnichannel communications requires more robust, multifaceted connections with members. This partnership will provide new opportunities for credit unions to modernize their approach to serving members.

Do You Trust AI for Member Service at Your Credit Union?

Credit union automated ai chatbots for member service from cu 2.0 and verloop

When I thought my old 4×4 finally kicked the bucket last month, I started looking at new cars. But car salespeople have a reputation for being pushy and not entirely trustworthy. So, I browsed dealer inventories online, and whenever I wanted more info, I asked their chatbot. I loved it! It was surprisingly human. And […]

How to Be a Borrower-First Mortgage Servicer

Taking out a home loan is a big step for anyone. As a credit union, you provide personal, community level service that other financial institutions can’t. You probably want your members’ mortgage lending experience to feel as personal as the rest of your interactions.

The Digital Experience: Why You Need to Survey Members

COVID-19 has changed a lot of things in the last few months. Almost all of our shopping and service needs are online now. Members of credit unions are having to rely on digital channels more than ever before. There has been a massive increase in mobile and online banking since the pandemic started.