CU 3.0

The problem

Credit unions and the fintechs that sell to them work two disconnected problems: understanding the market (peers, M&A risk, exec moves, competitive shifts) and actually running outreach (contacts, campaigns, pipeline). Because the data and the CRM live in separate tools, market insight rarely turns into a booked meeting.

What you get

1. 01Market intelligence for both credit unions and fintechs — peer analysis, competitor and M&A-risk scoring, exec-change tracking
2. 02A built-in CRM and email platform for fintechs — companies, contacts, pipeline, prospecting, and campaigns
3. 03Grounded in live NCUA financials, so every insight and outreach is backed by real numbers