Fintech Call Program | CU 2.0
30 minutes. 5 fintechs. Once a quarter. · No vendors on the call · Say what you actually think · Hand-picked from hundreds we screen each year · Free to participate · 30 minutes. 5 fintechs. Once a quarter. · No vendors on the call · Say what you actually think · Hand-picked from hundreds we screen each year · Free to participate ·
Fintech Call Program

Your backpocket fintech scout. One call a quarter.

CU 2.0 talks to hundreds of fintechs a year. We filter, vet, and hand-pick five worth your time — then brief you on all five in a single 30-minute call. No vendors in the room. Just you, us, and honest conversation.

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5
Fintechs per call, hand-picked
30 min
Per quarter, that’s it
Free
No cost, no obligation
What You Get Each Quarter
Five fintechs. One honest briefing.

We present five hand-picked fintechs relevant to your credit union — matched to your size, your core, your priorities, and what we know is actually worth your time right now.

Tailored to your credit union’s goals and priorities
Screened from hundreds we evaluate each year
Mix of categories based on what’s relevant to you
Some familiar names, some you won’t have seen yet
No vendors present — you can say what you actually think
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We follow up to understand your priorities before each call.

Every other vendor briefing
You sit through their pitch.
  • Vendor controls what you see and hear
  • Hard to say what you actually think
  • Demo is designed to impress, not inform
  • You’re a sales target from minute one
  • Follow-up emails for the next 6 months
The Fintech Call Program
We brief you. No vendors present.
  • CU 2.0 summarizes five fintechs objectively
  • You can say exactly what you think — we’re not selling anything
  • Tailored to your credit union’s priorities beforehand
  • No obligation, no follow-up sales pressure
  • If something interests you, you choose to go further
The Process

Four steps. One call a quarter.

We handle the scouting and prep. You show up for the conversation.

🔎
We Scout Year-Round
Conferences, VC networks, incubators, inbound referrals, and our own relationships across the fintech ecosystem. We talk to hundreds of companies a year.
📋
We Learn Your Priorities
Before each call, we check in on what your credit union is focused on — what problems you’re trying to solve, what you’re actively evaluating, and what to skip.
💬
We Brief You on Five
One 30-minute call. CU 2.0 walks you through five hand-picked fintechs — what they do, why we think they’re interesting, and what questions to ask. You tell us what you think.
📄
We Follow Up If You Want More
If something catches your interest, we send over summaries, cut sheets, and relevant content — and help facilitate a direct conversation with the fintech when you’re ready.
What We Scout

We cover the full fintech landscape.

Every call is tailored to your priorities, but we pull from a broad field. Here’s a sample of what we keep tabs on.

🤖
AI & Automation
Workflow automation, AI-assisted lending, member service chatbots, back-office AI tools, and fraud detection. The category moving fastest right now.
📋
Lending Technology
Small business lending platforms, consumer loan origination, HELOC automation, and underwriting tools that don’t require a full LOS replacement.
📱
Digital Banking & Member Experience
Digital account opening, mobile banking enhancements, onboarding tools, and anything that makes the member experience meaningfully better without a platform overhaul.
💸
Payments & Financial Access
Earned wage access, buy now pay later, P2P payments, disbursement tools, and fintech partnerships that expand what your credit union can offer members.
🔐
Compliance & Risk
BSA/AML automation, fraud prevention, vendor risk management, and regulatory technology that reduces manual compliance burden without adding headcount.
🚀
Emerging & Category-Defining
Companies bringing technology from outside financial services into credit unions — or building something genuinely new that doesn’t fit neatly into an existing category yet.

There are countless fintechs and startups out there. It’s great to have CU 2.0 curate and present the best ones relevant to our credit union — it saves us a lot of time and makes sure we don’t miss something important.

Jesse Boyer NIH Federal Credit Union
Who This Is For

Any credit union executive who needs to know what’s out there.

You don’t have time to track hundreds of fintechs yourself. We do it so you don’t have to. The program works for any asset size, any core, any strategic priority.

📅 One call per quarter. 30 minutes. We schedule it around you.
🏢
CEOs & Presidents
Stay current on what’s reshaping the market without spending hours on vendor outreach. Know what your peers are evaluating before it becomes a board question.
💻
CIOs & Technology Leaders
Get a curated outside perspective on what’s worth watching — including companies you’d never find through normal vendor channels. Good for building a watchlist without the noise.
📄
VPs of Lending & Operations
Discover tools purpose-built for your specific area — lending automation, workflow improvements, compliance tech — without wading through a trade show floor to find them.
📊
Strategy & Innovation Teams
Use the program as a structured pipeline for early-stage technology intelligence. Good for teams responsible for vendor evaluation, strategic planning, or fintech partnership development.
Sign Up Free

30 minutes a quarter. Stay ahead of the market.

Tell us about your credit union and we’ll be in touch to schedule your first call. Free to join, no commitment required.