Credit unions in CU 2.0’s AI coaching program are building custom GPTs, testing new tools, and coding their own solutions, after first building the skills and confidence to use AI well
ASHLAND, Ore. — CU 2.0 launched its AI coaching program for credit unions, a hands-on engagement built to help credit union teams gain real skill and confidence with AI. The program puts people before tools, and early clients are already building and using AI in their everyday work.
The early results back that up. Every team in the program is now building and using its own custom GPTs, Skills, and workflow improvements. Clients have tried several new tools and found the ones that fit their work. Most have begun experimenting with simple automations. And several credit unions are going further, building custom, AI-coded solutions of their own with CU 2.0’s guidance and toolkit.
That progress comes from a deliberate order of operations. CU 2.0 helps credit unions level up their people before their tools. Teams learn how AI actually works, from the way tokens and prompts shape results to how to judge whether a tool is worth adopting. As comfort grows, so does what a team is willing and able to build.
“A lot of AI projects stall because a credit union buys a tool and hopes the team figures it out. We start with the people instead. Once a team understands how this really works, they stop waiting and start building. That is when the tools start to pay off.”
— Kirk Drake, CEO, CU 2.0
Credit unions interested in the AI coaching program can schedule a free AI Discovery Call with the CU 2.0 team to see where their people are today and where coaching could take them.
Additional information is available at cu-2.com/credit-union-ai-coaching/
ABOUT CU 2.0
CU 2.0 is a consultancy embedded in the credit union and financial technology ecosystem, helping credit unions find and adopt the right technology and helping fintechs navigate the credit union market. Based in Ashland, Oregon, CU 2.0 works with institutions across the country through its Fintech Call Program, strategic planning services, and—most recently—AI Coaching and Platform.
