Fintech Marketing Services

Growth on demand

CU 2.0 helps fintechs get established and grow in the credit union industry. Whether you’re looking for your 1st credit union or your 100th, we’ll help you find the right partner.

Our goal is to improve credit union operations, member service, and market share.

If you share our mission, let’s talk.

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What we help with

fintech marketing credit union awareness

Awareness:

We generate a positive buzz.

Brand placement in front of thousands of credit unions.

fintech marketing conversion CU

Conversion:

We turn that buzz into leads.

Introductions to credit unions that show interest.

fintech networking with credit unions

Influence:

We give you key mindshare.

Entry to wide group of leading industry peers.

Coaching:

We lend our extensive experience.

From improving product fit to forming a CUSO.

Our process helps fintechs find credit unions

We’ve worked with bootstrapped startups and major multinational corporations alike. The common thread is that we’ve repeatedly helped our clients achieve scale through credit union partnerships.

Get started now, or continue scrolling to learn more about our process.

Lever 1

Launch
  • Awareness
  • Lead warmup
  • Lead capture

Lever 2

Calls
  • Conversion
  • Feedback
  • Introductions

Lever 3

Mastermind
  • Connections
  • Influence
  • Opportunity

Lever 4

Coaching
  • Ideation
  • Scale
  • Structure

Fintech Launch

Reach thousands of credit union
leaders in a few short weeks

Fintech Launch

What You Get

Increase your brand’s awareness in the credit union
industry through this rapid demand generation process.
Brand
recognition
Marketing
collateral
Positive public
relations
Actionable
leads

Fintech Launch

How It Works

Content

First, we include your brand or solution in our content strategy.

This includes dedicated blogs and podcasts, as well as visibility in guides, webinars, and more.

Distribution

Then, we distribute your content.

Through our owned and partner channels, including social, subscribers, VIPs, and at live events.

Capture

We track who views your content.

When eligible executives download your lead magnet, we notify you.

Follow-through

Finally, we score leads and make introductions.

You keep the list for sales and marketing, and we keep your content fresh through the year.

Fintech Call Program

Reach thousands of credit union
leaders in a few short weeks

Fintech Call Program

What You Get

The Fintech Call program is an ongoing series of personal, one-on-one calls to credit union executive teams that want to hear about new fintech solutions.
Warm intros to
interested CUs
Direct, unfiltered
feedback
Target market
focus
Actionable
leads

Fintech Call Program

How It Works

Content

First, CU 2.0 collects a 1-page product sheet and develops a short pitch for your brand.

We use these to create a simple but memorable brand impression for your organization.

Discussion

Then, we discuss your solution with credit union executives in 30-minute calls.

Credit union teams across the country opt into exclusive calls to discuss new tech.

Document

During each call, we record feedback about market viability that we pass on to you.

We also ask decision makers to score your product for fit at their institution.

Follow-through

Finally, we make introductions as requested.

We follow up with a nurturing sequence that uses the content from Fintech Launch when available.

Fintech Mastermind

Connect to the most engaged and
receptive credit unions we know

Fintech Mastermind

What You Get

The Fintech Mastermind is a network of fintech and credit union executives who discuss industry trends, market strategy, and career development monthly.
Strong
connections
Expanded peer
network
VIP
event invites
Career
growth

Fintech Mastermind

How It Works

Workshops

Monthly self-directed growth sessions.

Members meet in small groups to work through industry, professional, and growth challenges.

Showcases

Biannual thought-leadership events.

Members present their expertise and findings to hundreds of industry executives, virtually.

Events

Live, in-person gatherings and opportunities.

From exclusive dinners and wine tastings to limited-capacity happy hours and VIP retreats, you’ll be the first on our invite list.

Influence

Access a group of leaders who support you.

Mastermind members form close networks of cross-industry peers who ensure each other’s success.

Coaching

Individualized engagements
for organizations of any size

Coaching

What You Get

CU 2.0’s coaching helps fintechs, CUSOs, and other technology companies find ideal paths to growth and credit union partnership

Product roadmap
ideation
Personal client
prospecting
Conference
planning
CUSO
development

Fintech Marketing Services

Lever 1

Launch
  • Awareness
  • Lead warmup
  • Lead capture

Lever 2

Calls
  • Conversion
  • Feedback
  • Introductions

Lever 3

Mastermind
  • Connections
  • Influence
  • Opportunity

Lever 4

Coaching
  • Ideation
  • Scale
  • Structure