New CU PolicyPro features

Published by: Christy Clark

October 21, 2021 | Member Benefits

The CU PolicyPro online policy management system features more than 200 policies developed and written by regulatory experts, specifically for credit unions, that can be customized to meet your strategic needs. You can also upload and maintain all your existing policies in a fully indexed, easily accessible online manual.

CU PolicyPro was recently updated to include two new features.

  • Users can now create links between policies. Linked policies can be accessed in print/preview view and published manuals (including PDF/Word downloads).
  • Published manuals can now be viewed on-screen. The on-screen view allows users to page through a published manual, and individual policies can also be printed from the on-screen perspective.

Click here for full details about these new enhancements, or contact Member Outreach Manager Christy Clark for a personalized demo of the platform today.

Contact Christy Clark for questions or assistance.

Christy Clark
Christy Clark Director, Member Success and Communications E: cclark@ohiocul.org
Contact Us

Other Movement News

Government Affairs

A PZC update is a “win, win”

Updating your Project Zip Code (PZC) numbers for events such as Hike the Hill, virtual legislative meetings, and roundtables gives the League vital information when meeting with political leadership. This […]
Regulatory

“Eggs & Regs” bringing credit union leaders together

As the old saying goes, “the best way to a credit union leader’s heart is through their stomach.” Thus, while you look for ways to improve and expand the services, […]
Member Benefits

In-person BSA training coming soon to regional locations

Go ahead. Cross Bank Secrecy Act (BSA) training requirements off your 2022 to-do list. We are collaborating with industry experts at ViClarity to provide two regional in-person trainings coming this […]