Skip to content

For Credit Unions

For credit unions

AI capability, strategy, and access to the right fintechs.

All credit union services

AI coaching and strategy

AI Coaching Ongoing coaching for your executive team. AI Mastermind A working group for CU leaders. AI Platform Tools and agent templates for your team. Strategic Planning Planning facilitation, including C-suite AI strategy.

Fintech access

Fintech Call Program Curated introductions. No cold demos. Fintech Advisory Networking Group Invite-only peer group with fintech leaders.

Events and speaking

Speaking and Keynotes Kirk Drake and Chris Otey at your event. Events CU 2.0 Live, happy hours, and webinars.

Shopping for a solution? Credit Union Research

Scan fintech profiles, then go deep with a Decision Kit for your category.

Start researching

For fintechs and CUSOs

Your growth engine in the credit union market: marketing, product, funding, and the relationships that come with them.

All fintech services

Services

Fintech Services Marketing, product, and funding support. AI Mastermind The same working group, for fintech leaders.

Get discovered

Get listed in the Fintech Library Where credit unions scan the market.

Track record Fintech Exits

See the fintechs we've helped exit.

Research

Credit Union Research

Scan the market fast, then go deep before you take a demo.

Browse the Decision Kits

Scan

Fintech Library Fintech profiles, filterable by category.

Go deep

Decision Kits Kits that compare vendors in one category. Guides Advisory content on each solution category.

Featured kit Digital Member Onboarding

The 90 days that decide member lifetime value.

Insights

Insights

Information to make better decisions at your credit union.

Read

Blog Posts by industry thought leaders. Guides Downloadable deep dives. Books Including Credit Union 2.0.

Watch and listen

Podcast The CU 2.0 Podcast. Videos Talks, webinars, and interviews.

Latest episode

CU 2.0 Podcast Episode 429 Posh AI Talks About the Future of AI in Credit Unions Listen now

About

About CU 2.0

Founded in 2016 in Ashland, Oregon.

Company

Team Kirk, Chris, and the crew. Contact Talk to a person.

Related

Painted Hills CUSO CUSO investment opportunities. Loan participations Loan portfolio opportunities.

Founder Kirk Drake

Founder and CEO, and author of Credit Union 2.0.

Search Work with us

Podcast

Conversations with the people building credit unions.

Interviews with credit union leaders, fintech founders and CUSO operators, hosted by Robert McGarvey. Newest episodes first.

Pod Ep 326

CU 2.0 Podcast Episode 326 What’s a Hapax – and Why You Need One

November 13, 2024

CU 2.0 Podcast Episode 325 Union Credit’s Barry Kirby on Embedded Finance

November 6, 2024

CU 2.0 Podcast Episode 324 Har Rai Khalsa Swaystack on the How To of Activating New Members

October 31, 2024

CU 2.0 Podcast Episode 323 Ravi Sandepudi on Today’s AI Wars

October 23, 2024

CU 2.0 Podcast Episode 322 CU1’s Todd Gunderson + Cotribute on Digital Onboarding

October 16, 2024

CU 2.0 Podcast Episode 321 First Tech’s Greg Mitchell and Splash Financial Tell Why This Relationship Works

October 9, 2024

CU 2.0 Podcast Fast Take Peter Duffy on the First Tech DCU Merger and What It Signifies

October 7, 2024

Podcast Episode 320

CU 2.0 Podcast Episode 320 Theresa Mason on American Share Insurance’s Alternative to NCUA

October 2, 2024

Pod Ep 319 Guest Matt Potere

CU 2.0 Podcast Episode 319 Happy Money’s New CEO on What the Fed Rate Cut Means for CUs

September 25, 2024

Podcast Episode 318

CU 2.0 Podcast Episode 318 James Robert Lay on Banking on Change

September 18, 2024

Podcast Guest Eric Foster

CU 2.0 Podcast Episode 317 Eric Foster on Woop Insurance

September 11, 2024

Podcast Guest Episode 316

CU 2.0 Podcast Episode 316 Solarity’s David Eldred on Putting AI to Work in a Credit Union

September 4, 2024

Put your credit union's AI rules in writing.

Our free AI policy template covers governance, risk tiers, AI agents and vendor AI, plus 11 questions for your board.

Get the AI policy