Chris Otey

Credit union digital transformation architect, fintech expert and celebrated digital strategy speaker

Level up your credit union's digital experience

The D.R.E.A.M. Method For Digital Transformation

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Topics Covered

Digital Transformation

Studies show that 70% of credit union members do business with other financial institutions to get the mobile and online services they need, and Chris shares a proven framework needed to spur credit union leadership teams to start reshaping their tools, processes, and competencies to to better meet this need.

Board Strategic Planning

Credit union strategic planning efforts miss the mark when facilitators don’t grasp a credit union’s unique problems. This interactive address offers little known, proven methods to deliver breakthrough strategic planning design and execution that ensures planning facilitators are in alignment with credit union needs.

Artificial Intelligence

Analysts confirm Financial institutions are best positioned to benefit from AI systems through improved customer experience and industry savings of more that $1 trillion by 2030. Enrich your next conference or event with a credit union AI expert who has helped credit union leaders make the best use of AI tech.

Experience and Insight

Chairman of the Board, South Bay Credit Union

“We can see the influence carrying forward and our board and executive team are working towards our goals side by side. I highly recommend Chris!”


  • 20 years Credit Union Digital experience
  • CUNA Payments Council Member
  • CU 2.0 co-founder
  • 18 years with Fiserv and CU Wallet

The Buzz

Here's what people are saying

“This was the best planning session we ever had.”

Army Downs CEO

Allegiance Credit Union

“amazing feedback from our conference attendees”

Jon Hernandez CEO

Mattel Credit Union

“Chris lead the strategic discussion towards digital transformation at our Credit Union.”

Richard Lie CEO

LA Federal Credit Union

Level up your credit union's digital experience

Each of Chris’s talks make for an empowering, engaging and immediately actional interactive experience that sets your event up for success. Give your audience more than they expect by booking Chris for your next event today.