Why credit unions are choosing InfoSight360 and CU PolicyPro
Published by: Melanie Shaner
June 25, 2025 | Member Benefits
It is 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 are 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. A 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 is 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 through your League membership, including InfoSight, which contains compliance summaries for 14 different operational areas and state-specific content. With these resources under a single sign-on, you can navigate easily between the resources and have a comprehensive understanding of everything the credit union has access to at their fingertips.
Access to CU Policy is a complimentary benefit for all League members. Visit https://www.infosight360.com/ today and use the credit union selector to find your unique InfoSight360 implementation. Contact 360support@infosight360.com if you do not see your credit union listed or if you need help logging in.
Contact Melanie Shaner for questions or assistance.
