AI coaching CU 2.0 just launched an AI coaching program for credit unions in Oregon, signaling a growing demand for AI education and practical implementation support in the credit union sector—opportunity to upsell or expand AI-integrated transformation services to additional regions and orgs.

Digital transformation As a digital consultancy focused on increasing credit union market share through digital transformation and fintech partnerships, there is a clear cross-sell potential to fintechs and CUSOs seeking pilot programs, tech scouting, and market testing services.

Strategic partnerships Recent collaboration with Black Dragon Capital and ongoing media presence indicates strong credibility in credit union technology integration, suggesting partnership-led sales motions to large credit unions and technology vendors looking for advisory and integration support.

Thought leadership Founder Kirk Drake’s Credit Union 2.0 playbook and ongoing podcast appearances position CU 2.0 as a thought leader; leverage this for inbound interest and executive-level introductions to credit unions seeking digital strategy and member engagement improvements.

Financial health With annual revenue in the 10-25 million range and a lean team (11-50 employees), CU 2.0 can scale selectively with project-based engagements, making them a viable partner for mid-market credit unions and regional fintech collaborations seeking measurable ROI.