CU PolicyPro auditing tools

Published by: Kim Connor

May 4, 2022 | Compliance, Member Benefits

Did you know CU PolicyPro has a variety of auditing tools to help you stay on top of changes and ensure your policies are up to date? Policy administrators can track changes, add editor notes, and view the CU policies reports. Archiving, publishing, and assignments can be used separately or in combination to help you document changes and keep staff on task and engaged. Based on credit union member feedback, you now have expanded capabilities in assignments to provide more flexibility. For example, you can now assign published manuals or uploaded documents and appoint multiple items and/or multiple users as part of one assignment.

Contact Director of Member Success and Communications, Christy Clark, for more information or additional questions.

Other Movement News

Government Affairs

League advocates for “clean” NDAA funding bill

In a gridlocked Congress, must-pass federal spending bills open an opportunity to accomplish policy initiatives that can either promote or inhibit credit unions from serving their members. That’s why the […]
Regulatory

Ohio shows united opposition to debit interchange rule

Cards, compliance, and cybersecurity all have a cost, and that is why the League submitted a comment letter expressing serious concern and vehement opposition to the Federal Reserve’s proposal to […]
Member Benefits

Trending on Huddle: Are you a part of the discussion?

Connecting and collaborating are part of what makes the Credit Union Movement unique to financial services and continue to be a cornerstone of its collective success. The League’s online community, […]