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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 350 UFCU CEO Michael Crowl – Inside the CEO Mind #2

April 30, 2025

CU 2.0 Podcast Episode 349 Parlay Financial’s Alex McLeod on Winning at Small Business Lending

April 23, 2025

CU 2.0 Podcast Episode 348 Inside the Mind of Hanscom CEO Peter Rice – from Tax Exemption to Walking the Camino

April 16, 2025

CU 2.0 Podcast Episode 347 MDT’s Pete Major on AI, Security, Tools for Business Mdembers + More

April 9, 2025

CU 2.0 Podcast Episode 346 Seth Brickman on NACUSO, Small Business Lending and Ranqx

April 2, 2025

CU 2.0 Podcast Episode 345 Renee Sattiewhite of AACUC on DEI, NCUA, and Change

March 26, 2025

CU 2.0 Podcast Episode 344 White Clay’s Mac Thompson on Why Your Member Relations Aren’t As Good As You Think

March 19, 2025

CU 2.0 Podcast Episode 343 Total Expert and Utah Community Credit Union on Mortgages Today

March 12, 2025

CU 2.0 Podcast Episode 342 the Credit Union – Pro Sports Connection

March 5, 2025

CU 2.0 Podcast Episode 341 Steven Reider of Bancography on How to Really Analyze Branch Closings, Openings and Mergers

February 26, 2025

CU 2.0 Podcast Episode 340 Josh Rodriguez on the Power of Storytelling

February 19, 2025

CU 2.0 Podcast Episode 339 DCUC’s Jason Stverak on Today’s Real Threat to CU Tax Exemption

February 12, 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