Purpose-built governance, risk, and vendor management software for credit unions.
CU Risk helps leadership teams centralize risk oversight, vendor due diligence, policy governance, findings management, and board-ready reporting in one operating platform.
Board-ready reporting
Summaries leadership can review without translating spreadsheet sprawl.
Centralized evidence
Keep policies, findings, vendor documents, and decisions connected.
Exam preparedness
Track open issues, ownership, and supporting records in one system.
Active risks
42
+3 this quarter
Critical vendors
9
2 under review
Open findings
17
7 due in 30 days
Policies due
11
4 at committee
Risk register summary
Residual risk posture across top categories
Cybersecurity
Elevated
8 linked controls
Third-party
Moderate
3 renewals in review
Liquidity
Within tolerance
No change
Vendor review queue
Core processor
HighAwaiting SOC 2
Card dispute tool
ModerateRenewal review
Statement vendor
LowEvidence complete
Board packet
Prepared from live risk and findings data
Operational credibility
Built around the operating reality of credit union risk, compliance, and board oversight.
The platform is structured for the teams answering exams, preparing board packets, coordinating policy reviews, and maintaining defensible evidence across every oversight cycle.
Risk and issue visibility
Maintain a live record of emerging risks, open findings, ownership, and remediation progress.
Vendor oversight cadence
Support due diligence, review checkpoints, renewals, and defensible documentation across the vendor lifecycle.
Policy governance discipline
Coordinate policy review cycles, approval steps, document versions, and attestable governance records.
Executive communication
Turn operational detail into board-level insight without recreating the story each quarter.
Platform modules
A single operating system for governance, risk, and vendor oversight.
CU Risk combines the core workflows credit unions need to monitor risk, manage third parties, organize evidence, and keep leadership aligned.
Risk Management
Run an institution-wide risk register with ownership, scoring, trends, controls, and mitigation tracking.
- Centralized risk register with inherent and residual scoring
- Control mapping and treatment planning
- Trending views for executives and risk committees
Vendor Management
Organize vendor inventories, due diligence, questionnaire workflows, and renewal oversight in a single process.
- Due diligence requests and evidence collection
- Renewal planning and review checkpoints
- Defensible third-party documentation
Policy Governance
Coordinate policy lifecycles from drafting and committee review through board approval and version history.
- Version control and approval routing
- Review calendars and accountability
- Connected evidence for auditors and examiners
Findings & Exam Management
Track internal audit findings, examiner requests, remediation tasks, and supporting documents with clear ownership.
- Finding lifecycle tracking with severity and due dates
- Task assignment and status management
- Exam response organization and evidence capture
Board Reporting
Deliver consistent dashboards and narrative summaries that connect operational detail to board-level oversight.
- Board packet metrics and risk summaries
- Leadership-ready issue escalation views
- Repeatable reporting structure for committees and boards
Board reporting
Give executives and boards a clear view of risk posture without rebuilding presentations by hand.
Package board-ready dashboards, emerging issues, open findings, and risk movement in a format leadership can review quickly and confidently.
Portfolio-level risk trends and concentration views
Open findings summaries by owner, severity, and due date
Executive narratives with evidence-backed detail
Consistent reporting cadence for committees and boards
Risk trend
Stable
Down from Q1
Open issues
17
5 closing soon
Board packet
Q3 ready
Narrative aligned
Quarterly board summary
Top risks, findings, and vendor concentrations
Committee packet checklist
Leadership focus areas
Reviews in flight
14
5 due this month
Evidence gaps
6
2 escalated
Renewals
3
Within 60 days
Review stages
Intake
4 vendors
Evidence collection
6 vendors
Risk assessment
2 vendors
Approval
2 vendors
Due diligence workspace
Checklist status, document gaps, and renewal timing
Core processor
SOC 2 requested
Digital banking
BCP reviewed
Card network partner
High-risk review
Collections tool
Renewal packet
Vendor management automation
Keep vendor due diligence, renewals, and evidence collection moving.
Centralize questionnaires, document requests, review checkpoints, and ownership so third-party oversight is consistent across the institution.
Initiate reviews
Trigger due diligence workflows with clear ownership, requested documents, and response deadlines.
Coordinate evidence
Centralize questionnaires, SOC reports, contracts, insurance records, and reviewer notes in context.
Monitor renewals
Stay ahead of contract milestones, open follow-ups, and elevated vendor concerns before deadlines arrive.
Security and trust
Security-first operations designed for sensitive governance data.
Protecting exam materials, vendor records, board reports, and audit evidence requires disciplined access controls and clear operational safeguards.
Role-based access
Align access to responsibilities across leadership, compliance, risk, audit, and vendor management teams.
MFA support
Support stronger authentication practices for environments handling sensitive governance and oversight data.
Encryption and secure hosting
Protect platform data with modern encryption practices and secure cloud infrastructure principles.
Auditable operations
Track system activity, workflow changes, and document history to support accountability and review.
CU Risk is built for environments where least privilege, evidence integrity, and accountability matter as much as usability.
Ready for a conference-floor demo
Show leadership a more disciplined way to run governance, risk, and vendor oversight.
See how CU Risk supports exam readiness, board communication, and day-to-day operational control in a single platform.
Questions before scheduling? Email info@cu-risk.com. Existing customer help requests can go to support@cu-risk.com.