Why Credit Unions are Choosing InfoSight360 and CU PolicyPro

It’s easy to see why credit unions nationwide have been using InfoSight360’s industry-leading policy and procedure solution, CU PolicyPro, more than ever before! Whether you're streamlining your policy and procedure management, making sure your policies are audit-ready, or keeping up with federal law and regulatory changes, CU PolicyPro delivers unmatched value.

• Over 230 Customizable Model Content Templates

CU PolicyPro’s model content is written by industry experts, and reviewed and updated regularly, so you can create, customize, and maintain your policies and procedures without having to start from scratch.
 

• All-in-One Policy and Procedure Management

From creation to implementation, manage the entire policy lifecycle in one place. Our centralized repository helps store, update, track, and distribute your policies and procedures with ease.
 

• Built-in Auditing Tools

Stay compliant and audit-ready with tools that let you track changes, create auditing notes, view activity logs, and review (and if needed, restore) previous versions. There is a place to document everything, so no spreadsheets or outside manual tracking is required.
 

• Reminders & Assignments

Ensure timely reviews with content update notifications and assignment tools that keep your team on track. Never miss a deadline or policy update again.
 

• Customizable User Access

Tailor access by user role so team members only see what’s relevant to them. Secure, efficient, and scalable access makes CU PolicyPro perfect for teams of any size.
 

• Publishing & Distribution Made Simple

Compile selected policies and procedures into a downloadable document for easy reference or distribution. User roles allow you to determine which users can (or cannot!) see specific published documents. 
 

• Paired with InfoSight360

Make sure to take advantage of all the compliance resources offered by your League, including InfoSight, which contains compliance summaries for 14 different operational areas and state-specific content for all 50 states and DC.  With these resources under a single sign-on, navigate easily between the resources and have a comprehensive understanding of everything the credit union has access to, at their fingertips.

• Trusted by over 3,000 Credit Unions Nationally

You're in good company! More than 3000 credit unions nationwide trust our solution to manage their policies and procedures efficiently and confidently.