Fintech Call Program

Your backpocket fintech scout. One call a quarter.

We talk to fintechs year-round, hand-pick five worth your time, and brief you on all five in one 30-minute call. No vendors in the room.

See how it works

Who joins the call?

CEOs and presidents

Know what your peers are evaluating before it becomes a board question.

CIOs and technology leaders

A curated outside view, including companies you'd never find through vendor channels.

VPs of lending and operations

Tools built for your area, without walking a trade show floor.

Strategy and innovation teams

A structured pipeline for early-stage technology intelligence.

That's us. Let's talk

Fintechs per call, hand-picked

30 min

Per quarter. That's it.

Free

No cost, no obligation

We check in on your priorities before each call.

Five fintechs. One honest briefing.

Picks are matched to your size, your core, and your priorities.

The Fintech Call Program

CU 2.0 summarizes five fintechs objectively

Say exactly what you think. We're not selling anything

Tailored to your priorities beforehand

No obligation, no follow-up sales pressure

If something interests you, you choose to go further

Every other vendor briefing

The vendor controls what you see and hear

Hard to say what you actually think

The demo is designed to impress, not inform

You're a sales target from minute one

Follow-up emails for six months

We cover the full fintech landscape.

Every call is tailored, but we pull from a broad field.

AI and automation

Workflow automation, AI-assisted lending, member service, and fraud detection. The category moving fastest.

Lending technology

Small business lending, consumer origination, HELOC automation, and underwriting tools.

Digital banking and member experience

Digital account opening, mobile banking, and onboarding.

Payments and financial access

Earned wage access, P2P payments, and disbursement tools.

Compliance and risk

BSA/AML automation, fraud prevention, vendor risk, and regtech.

Emerging and category-defining

Companies building something new that doesn't fit a category yet.

Four steps. One call a quarter.

We scout year-round

Conferences, VC networks, incubators, referrals, and our own relationships.

We learn your priorities

What you're solving, what you're evaluating, and what to skip.

We brief you on five

One 30-minute call. What each does, why it matters, what to ask.

We follow up if you want

Summaries, cut sheets, and a direct conversation when you're ready.

There are countless fintechs and startups out there. It's great to have CU 2.0 curate and present the best ones relevant to our credit union. It saves us a lot of time and makes sure we don't miss something important.

Jesse Boyer

NIH Federal Credit Union

Want to meet them in person?

Join the Fintech Advisory Networking Group.

An invite-only group connecting credit union decision-makers with fintech leaders.

About the Networking Group

30 minutes a quarter. Stay ahead of the market.

Tell us about your credit union and we'll schedule your first call. Free, no commitment.

Prefer email? info@cu-2.com

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