From Onboarding to Upsell: A Digital Playbook for Credit Unions
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…
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