How Credit Unions Can Partner with Fintech

Do you want to grow your credit union and offer more to members? Consider a fintech partnership. While embracing fintech may seem risky, the reality is your members like fintech and are going to use it whether you have it or not. If they do not get the fintech solutions they want from you, it’s likely they are going elsewhere.

Although fintech creates new challenges by disrupting the traditional financial institution model, it also opens up many opportunities for credit unions. With a partnership, you eliminate some of the risk of building your own solution while still delivering the value of fintech to members. Don’t get left behind – keep your members happy with fintech!

Join our webinar to learn how to gain a competitive advantage with a fintech partnership.

Key webinar topics include:

  • Trends with fintech and credit unions today
  • Leveraging fintech to grow your credit union
  • Evaluate opportunities with a proven process
  • How to find the right fintech for your credit union
  • Selecting the right partnership structure – joint-venture, CUSO investment, acquisition
  • Practical tools and tips

Your Presenters

Kirk DrakeKirk Drake is a lifelong entrepreneur, author, and founder of Credit Union 2.0. He is a credit union and technology enthusiast who built eight successful businesses, notably the Credit Union Service Organization (CUSO) Ongoing Operations, CU Wallet – a mobile wallet venture, and several additional lifestyle e-commerce/mobile platforms. In 2016, Kirk harnessed his 25 years of industry experience to write Credit Union 2.0: A Guide to Helping Credit Unions Compete in the Digital Age. Kirk is a featured speaker with over 100 previous appearances at conferences, including The World Council Workshop, CO-OP Think Conference, PSCU Annual Conference, Cornerstone Credit Union League, and many more. He helps audiences understand the current state of credit unions, the imminent need to adapt into current digital technologies, and how to regain crucial market share in the banking industry.

John Dearing

John Dearing is a Managing Director at Capstone, a top advisory firm focused on helping clients grow through proactive strategic growth programs. As the leaders in strategic mergers and acquisitions for CUSOs, Capstone has helped numerous credit union and CUSO leaders and board members with strategic growth plans, due diligence training, evaluating markets and prospects, valuation, and prioritizing growth initiatives. John has over 10 years’ experience in the credit union industry and has facilitated acquisitions for PSCU, Ongoing Operations, and South Carolina Financial Solutions in addition to working with Member Driven Technologies, CU Realty, and OnApproach. John received his MBA from Georgetown University, his BS from Bucknell University and is a Chartered Financial Analyst (CFA).

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