CU 2.0 Fintech Friday: Finnest

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Finnest to discuss all things credit union, fintech, and digital innovation. Finnest is an education-based fintech company. Finnest helps parents teach their kids about earning, saving, investing, charitable giving, and responsible spending. They provide a prepaid debit card to children aged 8-17 and it […]

CU 2.0 Fintech Friday: Envel

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Envel to discuss all things credit union, fintech, and digital innovation. Envel seeks to help people practice healthy spending and saving habits with a mobile bank app. The service works to curtail reckless spending by building daily and weekly budgets based on a person’s […]

Credit Union Fintech Series: CU 2.0 & Edmit

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Edmit to discuss all things credit union, fintech, and digital innovation. Choosing a college or university is already a long, difficult process. Not only do prospective students have to navigate the intricacies of various school’s areas of emphasis, academic climate, and social scene, but […]

Credit Union Fintech Friday: CU 2.0 & Energetic Insurance

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with James Bowen, co-founder of Energetic Insurance to discuss all things credit union, fintech, and digital innovation. The mission of Energetic Insurance is simple: they want to unlock solar financing options for unrated or below-investment-grade organizations. Their insurance policy is for asset owners, banks, credit […]

CU 2.0 Fintech Friday: Coalesce.ai

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Greg Woolf from Coalesce.ai to discuss all things credit union, fintech, and digital innovation. Coalesce.ai helps credit unions introduce the power of AI and machine learning into their operational ecosystem. Their platform utilizes User-Defined Machine Learning, which allows clients to train Coalesce.ai’s automation platform […]

Credit Union Fintech Friday: Vetter

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Vetter to discuss all things credit union, fintech, and digital innovation. Vetter is an innovative tool built for credit unions and community banks to help them acquire and retain valuable members. Vetter’s platform allows financial institutions access to a database of over 200 million […]

Credit Union Fintech Friday: Keel

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Keel to discuss all things credit union, fintech, and digital innovation. Keel is a tool to help investors make wiser decisions. Keel uses an account aggregation tool to keep up-to-date tabs on various integrated investor portfolios. People can use Keel to better understand market […]

CU 2.0 Credit Union Fintech Friday: Project Finance

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Project Finance to discuss all things credit union, fintech, and digital innovation. The reality is that most people are not very good at financial planning. Most of that stems from making poor financial decision, or not knowing which financial decisions to make. Project Finance […]

CU 2.0 Fintech Friday for Credit Unions: Harbor

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Harbor to discuss all things credit union, fintech, and digital innovation. Harbor is a better way to present financial advice. Harbor’s platform allows for a personalized touch with each prospect, which strengthens the bond between credit unions and prospective clients. Personalization comes in the […]

CU 2.0 Credit Union Fintech Friday: StackUp

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with StackUp to discuss all things credit union, fintech, and digital innovation. Nearly 50 million people in the United States use a financial advisor or a robo-advisor. Unfortunately, not all of those people know how their advisors are performing. Not only that, but they may […]