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 community hubs.Join us as we discuss:Why credit unions must embrace AI to meet evolving member expectationsThe growing importance of FinTech collaboration in driving innovationHow shifting consumer behavior is reshaping onboarding and engagementStrategies for serving both traditional and non-traditional demographicsWhat it takes to future-proof credit unions in a digital-first world