Powerful targeting research meets next gen digital marketing


Sales strategy & best-fit client profiling

  • Position research: We investigate your technology, your key differentiators, and how you fit into the marketplace.
  • Market strategy: Great products deserve great marketing. We develop strategies that make a stay relevant for years.
  • Lead scoring: With sophisticated tools and quantitative analysis, we determine who your hottest leads are-no more guessing.

Meet top credit union decision makers

  • Stategic representation: When appropriate, we discuss your technology in conference speeches, coaching sessions, and board strategy meetings.
  • Marketing highlights: We develop and deploy features and lead magnets across our blogs, social media and other channels.
  • Industry connections: Our knowledge of the credit union industry and people ensure that we know exactly who to call for introductions.

Attract prospects with quality content

  • Content creation: With your team as subject matter experts, we'll develop content that converts: blogs, videos, infographics and more.
  • Marketing automation: We put lead generation on autopilot with visitor identification and behavior-based nurturing sequences.
  • SEO optimization: Our content is SEO optimized, and so is our guidance-we'll ensure your website and marketing materials get seen.

“We were trying to break into the credit union market for a while, but it was slow going and few people wanted to take a chance on a demo. The CU 2.0 team gave us the visibility and credibility we needed to gain traction in the industry.”

— Bryan Adler, CEO of Vetter

Our process


  • Define target personas
  • Build market strategy
  • Facilitate introductions
  • Establish industry presence

Our promise


We manage lead generation so you can manage your business

Our experience with credit unions puts us in a unique position. We combine strong industry relationships with modern marketing magic to find you the right partners.

We’ll make sure you spend less time chasing cold leads—and more time closing hot ones.

Speak to a lead generation consultant


We’ve helped fintechs and other technology companies find footholds in the competitive financial market. Let us do the same for you.

Start a conversation