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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.

CU 2.0 Podcast Tursio Tells How to Get the Info You Need Out of Your Core – Fast and Easy

August 17, 2026

417

CU 2.0 Podcast Episode 417 Saris AI and Grow Financial FCU Tell Why You Need to Know About Agentic AI

August 12, 2026

CU 2.0 Podcast Episode 416 Constant AI’s Catherine York Powers on Why You Need to Offer Skip a Pay

August 5, 2026

CU 2.0 Podcast Episode 415 O2 Consulting Group’s Bonnie Ortiz on Really Putting AI to Work in Your Credit Union

July 29, 2026

CU 2.0 Podcast Episode New CUSO Bringing AI to Credit Unions

July 27, 2026

CU 2.0 Podcast Episode 414 Student Choice CUSO Introduces Employer Choice Small Dollar Loans for Employees

July 22, 2026

CU 2.0 Podcast Episode 413 Making Video Magic with Storyfi, the New CUSO of the Year

July 15, 2026

CU 2.0 Podcast Episode 412 Jack Henry and SELCO on Fraud Trends You Need to Know Today

July 8, 2026

CU 2.0 Podcast Episode 411 Travis Credit Union CEO Kevin Miller on Why Bankers Make Good CU CEOs

July 1, 2026

CU 2.0 Podcast Episode 410 The Credit Union of the Future Meets AI – BoxD CEO Nenuca Syquia Explains

June 24, 2026

CU 2.0 Podcast Episode 409 Instant Payments Have Come to Smaller Credit Unions

June 17, 2026

CU 2.0 Podcast Episode 408 Raisin’s Alastair Wood Brings High Yield Savings Accounts to Credit Unions

June 10, 2026

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