New technology for CU PolicyPro users

Published by: kevin.miller

May 5, 2021 | Compliance, Education & Training, Industry Supporters, Member Benefits, Membership, Ohio Credit Union League Foundation

CU PolicyPro has a new look with enhanced usability and aesthetics; updates to the platform provide added functionality to help you address comprehensive policy management more effectively and efficiently.

League InfoSight has been working for more than a year developing its new CU PolicyPro platform, and many of the updates were driven by direct user feedback. In addition to more than 230 customizable model policies, new features streamline the process of finding, analyzing, modifying, printing, and publishing policies. Additional updates include:

  • Policy review assignment features
  • Reminders and alerts to help users regulate policy management.
  • Enhanced user access enabling administrators to assign editing rights down to the policy level.
  • The ability to upload, organize, and assign rights to documents uploaded in the system.

With no cap on users, the system has been designed to allow detailed customization to encourage all employees and volunteers to access the system.

One of the great assets of membership to Ohio Credit Union League is CU PolicyPro and now it has a better than ever user experience. For additional information or a personal tour of the platform, contact Member Outreach Manager Christy Clark.

CONTACT US

E: cclark@ohiocul.org
T: (614) 923-9709
C: (614) 581-3740

Contact Christy Clark for questions or assistance.

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