Your opinion
shapes fintech.

Credit union executives who want a front-row seat to fintech innovation — and the chance to influence how it evolves.

Apply to join Invite only · One call per month · Meaningful perks

About the group

You know your members better than any fintech does.

Fintechs trying to break into the credit union market need one thing above everything else: honest, direct feedback from people who actually run credit unions. That's where this group comes in.

Once a month, you take a short call with a fintech that's actively trying to earn the credit union market's trust. You share what you think. We make sure they listen. And we thank you for your time in a way that's actually worth your while.

How it works

One call. Real influence. Simple as that.

The whole thing is designed to fit into your schedule without friction.

You take one call per month

CU 2.0 selects a fintech that's dialing in product-market fit for credit unions. The fintech runs a 30-minute demo and takes your questions. No prep required on your end.

You share your honest take

After the call, we send you a short set of questions about what you saw and heard. Your answers go directly to us — not to the fintech unfiltered. We analyze the feedback and translate it into something actionable.

We feed your input back to the fintech

Your feedback helps the fintech understand what credit unions actually need — and shapes how they price, position, and build their product. The influence is real and direct.

We thank you properly

Every quarter, you receive three bottles of award-winning Resistance Wine Co. wine — our way of making sure this actually feels worth your time. You also get complimentary access to CU 2.0 Launch, our premier annual executive retreat.

Who this is for

Built for credit union leaders who are paying attention.

This group isn't for everyone. We're looking for executives who bring genuine perspective to the table.

You're actively evaluating or implementing fintech solutions at your institution
You keep a close eye on what's happening in the fintech landscape
You have opinions — and you're not afraid to share them
You want to give back to the industry that's served you
You're a CEO, COO, CLO, CMO, or similar senior leader at a credit union
You can commit to roughly one 30-minute call per month

Most fintechs fail in the credit union market because they don't understand it.

Not because their product is bad — because they got the wrong signals early on and built around assumptions instead of reality. A few honest conversations with the right people at the right time would have changed everything.

That's exactly what this group is designed to fix. Your feedback doesn't disappear into a survey database. It goes directly to decision-makers at companies actively shaping the tools your institution might use.

You stay informed. You stay connected. And you make the fintech landscape a little better for every credit union that comes after you.

What you get

We don't take your time for granted.

Membership comes with a few things we think you'll actually appreciate.

🍷

Quarterly wine shipment

Three bottles of award-winning Resistance Wine Co. wine, delivered to your door every quarter as a thank-you for your time.

🎟

CU 2.0 Launch access

Complimentary tickets to our flagship in-person executive retreat — three days of leadership strategy, emerging tech, and peer networking.

📡

Fintech intelligence

A front-row seat to companies solving real problems in your space — before most of the market has heard of them.

🤝

Peer network

You'll be in good company. This group is made up of executives who take digital transformation seriously and show up engaged.