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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 Episode 396 First Entertainment CU CEO Stephen Owen on the Birth of CineFi

March 18, 2026

CU 2.0 Podcast Episode 395 Curql and Stablecore On Why Now Is the Time for CUs to Embrace Digital Assets

March 11, 2026

CU 2.0 Podcast Episode 394 CORA Loyalty’s Beth McCoy on What Loyalty Means in 2026

March 4, 2026

CU 2.0 Podcast Episode 393 DeepTarget’s Preetha Pulusani on Putting CU Member Data to Work

February 26, 2026

CU 2.0 Podcast Episode 392 Lamont Black on the Credit Union of the Future – with AI and Stablecoins

February 18, 2026

CU 2.0 Podcast Episode 391 White Clay’s Mac Thompson on Human Centered Digital Strategies for Credit Unions

February 11, 2026

CU 2.0 Podcast Episode 390 Glia’s Andrea Argueta on AI and Your Credit Union

February 4, 2026

CU 2.0 Podcast Episode 389 Alloy’s Sara Seguin on the State of Fraud in 2026

January 28, 2026

CU 2.0 Podcast Episode 388 One Nevada’s Steve O’Donnell Inside the Mind of a CEO

January 21, 2026

CU 2.0 Podcast Episode 387 Safe Harbor’s Terry Mendez on Cannabis Banking Now

January 14, 2026

CU 2.0 Podcast Episode 386 Sogolytics’ Melissa Krut on the Generation Barrier Between Credit Unions and Younger Potential Members

January 7, 2026

CU 2.0 Podcast Episode 385 Inside the Mind of Ascend CU’s CIO Rik Reitmaeir

December 29, 2025

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