Strategic partnerships CU 2.0 focuses on digital transformation and fintech partnerships to increase credit union market share, presenting an opportunity to position our solutions as accelerators for their ecosystem initiatives with fintechs and CUSOs.

Executive leadership Recent leadership change with Gord Baizley as CEO signals possible strategic pivots and expansion plans; leverage this to open conversations around refreshed growth initiatives, advisory services, and executive-level partnerships.

Market positioning CU 2.0 targets credit unions, fintechs, and CUSOs, indicating a broad potential client base across financial services with needs in member engagement, digital marketing, and technology scouting—ideal for cross-sell of digital platforms, analytics, and pilot programs.

Scale signals Revenue range of 10M–25M with a lean employee base suggests high impact from scalable, low-friction digital solutions, making a compelling fit for modular SaaS, cloud-based tools, and rapid pilot engagements.

Content and thought leadership Founding founder Kirk Drake’s Credit Union 2.0 framework and ongoing podcast presence provide open doors for co-branded education services, workshops, and executive roundtables to drive awareness and demand for our offerings.