Total Expert partners with CU 2.0 to improve the credit union member experience

total expert cu 2.0 partnership announcement for credit unions

CU 2.0 and Total Expert partner to provide industry-leading marketing automation services to credit unions. The industry shift toward remote banking and omnichannel communications requires more robust, multifaceted connections with members. This partnership will provide new opportunities for credit unions to modernize their approach to serving members.

CU 2.0 is dedicated to promoting credit union digital transformation, and they identified Total Expert as a key player in that journey. Total Expert’s purpose-built Experience Platform connects data, marketing, sales, and compliance so that credit unions can foster lifetime relationships.

“We’re thrilled to work with Total Expert to bring better solutions to credit unions,” says Kirk Drake, CEO of CU 2.0. “This partnership allows us to move deeper into strategic consulting and technological market analysis. With Total Expert, we look forward to bringing streamlined, intuitive member experiences to credit unions.”

Total Expert’s platform leverages comprehensive member information to streamline major touchpoints along the member journey. With a 360-degree member view, credit unions gain a clear view across all lines of business and then deliver connected engagements that perfectly combine digital and human elements. With the Experience Platform, credit unions create hyper-personalized moments that nurture and educate members toward financial wellness. Most importantly, the platform is secure and compliant to meet industry requirements and consumer requests for increased privacy and financial safety.

“Purpose-built for financial services, we focus on solving the unique challenges credit unions face to engage their members and build lifetime relationships,” says Jeff Walton, President of Total Expert. “Partnering with CU 2.0 further empowers credit unions to deploy personalized communications at scale and transform the member experience.”

This partnership comes when the digital-first member experience is more critical than ever. CU 2.0 and Total Expert are committed to empowering credit unions to build deeper relationships with their members—especially digitally.


About CU 2.0

CU 2.0 accelerates digital transformation by providing strategic consulting services based on credit union and fintech market research, needs, and trends. By working closely with both credit unions and fintechs, CU 2.0 facilitates mutually beneficial relationships between the two industries. For a closer look, visit


About Total Expert

Total Expert is a fintech software company that built the first Experience Platform purpose-built for the modern financial institution. The platform enables sales and marketing teams to leverage customer insights to seamlessly deliver products and services relevant to each customer based on their financial goals. Total Expert focuses on the unique compliance needs of financial services organizations that must integrate industry-specific data and applications to deliver a cohesive experience across the customer lifecycle. For more information visit

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