From Onboarding to Upsell: A Digital Playbook for Credit Unions
Update: 2025-07-09
Description
As credit unions grapple with an increasingly digital-first market, the path to growth lies in strategic partnerships, streamlined onboarding, and data-driven cross-sell strategies.
In this episode, host Matt Snow sits down with Kirk Drake—author, entrepreneur, and founder of CU 2.0—to explore how credit unions can stay relevant in a fast-changing financial landscape. Drawing on decades of experience in FinTech and community banking, Kirk shares practical insights on building strategic partnerships, leveraging emerging tech like crypto and transforming credit unions into digitally driven community hubs.
Join us as we discuss:
In this episode, host Matt Snow sits down with Kirk Drake—author, entrepreneur, and founder of CU 2.0—to explore how credit unions can stay relevant in a fast-changing financial landscape. Drawing on decades of experience in FinTech and community banking, Kirk shares practical insights on building strategic partnerships, leveraging emerging tech like crypto and transforming credit unions into digitally driven community hubs.
Join us as we discuss:
- Why credit unions must embrace AI to meet evolving member expectations
- The growing importance of FinTech collaboration in driving innovation
- How shifting consumer behavior is reshaping onboarding and engagement
- Strategies for serving both traditional and non-traditional demographics
- What it takes to future-proof credit unions in a digital-first world
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