Speed with control
Automate procurement from intake to assessment to contract, with guardrails that keep your policies in force.
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Credit unions answer to the NCUA and to their members. Coverbase helps you protect both.
Member data and member trust are the whole business. Coverbase runs vendor due diligence and monitoring so you can find third-party weak spots early.
CoverbaseCredit unions | CUSO relationship
Credit unions | CUSO relationship
A CUSO gains member data access
CUSO agreement
Member data scope
Due-diligence file
Agent work
01Map the data access
02Check the terms
03Assign the review
Change ready for review
Your credit union decides the next step.
Why credit unions choose Coverbase
- 01
NCUA-aligned diligence
Map vendor management to NCUA expectations and document it the way examiners want to see it. - 02
Member data, mapped
Track how vendors and CUSOs access member data, and where that data goes next. - 03
More coverage, same budget
Automate the evidence gathering so a small team covers a growing vendor list without growing the team. - 04
Fintech and CUSO oversight
Vet and monitor fintech partners and CUSOs with the rigor their access deserves. - 05
One defensible record
Replace scattered files with a single, time-stamped history for every third party.
Vendor management that fits a member-owned model
You're stewarding members' money, not chasing margin. Coverbase keeps diligence thorough without making it a cost center.
Member data mapped
Know which vendors handle member PII and confirm their controls hold up.Evidence gathered automatically
SOC reports, financials, and filings collected and read for you.Examiner-ready reporting
Produce the vendor risk reporting NCUA exams expect, on demand.Reassessments stay on schedule
Automated reassessment and renewal reminders keep the program current.
One platform for third-party risk and security
Explain with confidence
AI shows its reasoning for each recommendation, so you can explain your ratings, approvals, and exceptions.
Automate with assurance
Launch new workflows and adapt controls as your program and its regulations change.
How we protect your data
These are the practices behind the supplier records and evidence you keep in Coverbase. Read our security and privacy program.
To request our SOC 2 report or report a vulnerability, email security@coverbase.ai.
Independent review
A SOC 2 Type II audit against the AICPA Trust Services Criteria for security, availability, and confidentiality.Testing and remediation
External penetration tests every year, plus vulnerability scans and static and dynamic application security tests, with findings tracked through remediation.Identity and production access
SSO and SAML with Okta, Microsoft Entra, Google, and other identity providers. Multi-factor authentication is required for production access.Data protection
Data encrypted at rest with AES-256 and in transit with TLS 1.2 or higher.Internal accountability
Access logging, quarterly least-privilege reviews, and required employee security and privacy training.
What NCUA guidance means for your reviews
Match the work to the relationship, not a fixed checklist.
Does NCUA prescribe the same diligence for every vendor?
No. NCUA's 07-CU-13 guidance says planning, diligence, and controls depend on your credit union's risk profile and the relationship. We let you apply those differences.
Can we include CUSOs and fintech partners?
Yes. We take CUSOs and fintech partners through the same intake path, then adjust checks for service, criticality, and member-data access.
Will Coverbase protect member data on its own?
No software can guarantee that. We show provider access, submitted evidence, and changes so your team can make and revisit its safeguards decision.