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Built for Credit Unions · NCUA Aligned

Centralize Risk Visibility Across Every Service Area

Multiple branches, multiple risk owners, one enterprise view. ERM Pilot gives large credit unions the centralized platform to aggregate, correlate, and report on risk to protect members across the entire organization.

Each department manages risk differently with incompatible tools

Aggregating enterprise risk requires manual effort across service areas

NCUA expectations demand consistent methodology organization-wide

Why Credit Unions Choose ERM Pilot

A unified platform built for NCUA-regulated institutions — not a generic GRC tool adapted after the fact.

One Enterprise View

Aggregate risks, controls, internal audit findings, and incidents across every service area into a single source of truth with consistent taxonomy.

Standardize Without Stifling

Enforce consistent methodology and reporting while giving departments flexibility in how they execute day-to-day risk activities.

Real-Time Executive Dashboards

Give your leadership and board live visibility into enterprise risk posture — no waiting for quarterly roll-ups from spreadsheets.

Built for NCUA Expectations

ERM Pilot speaks your regulator's language. Every workflow, report, and audit trail is designed with NCUA examination standards in mind — so you're always prepared, not scrambling.

  • NCUA-aligned risk taxonomy and controls
  • Examination-ready documentation and evidence trails
  • Internal audit findings and corrective actions linked to risks and controls
  • Board reporting formatted for supervisory committee expectations
  • Regulatory change tracking with NCUA guidance mapping

NCUA Compliance

Purpose-built for credit unions with members-first design principles.

Risk Registers
Control Testing
Policy Management
Internal Audit
Findings & Issues
Vendor Oversight
BCM & BIA
Board Packets

See How Regional Credit Unions Use ERM Pilot

Get a personalized walkthrough tailored to how credit unions like yours use ERM Pilot to unify risk, compliance, internal audit, and continuity.

14-day full-access trial included

Walkthrough customized for credit unions

Live in days, not months

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