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Minimize risk, maximize ROI and adhere to best governance practices.

Financial institutions’ boards of directors are challenged to balance transparency, security, efficiency and compliance. BoardEffect helps them minimize risk and maximize ROI by providing the right board portal technology to achieve success.

BoardEffect, a Diligent company, is a board management platform designed for the work of efficient and collaborative boards, to enable effective leaders. Banking and credit union executives and administrators have long relied on BoardEffect to improve board management and streamline secure communications.

As financial institutions are among some of the most appealing targets for hackers, it is critical for these organizations to remain extra vigilant about securing confidential information. Credit unions must work to evade the hackers and thieves that threaten to jeopardize entire institutions and the clients they serve. Backed by over a decade of experience, BoardEffect empowers banking institutions and credit unions to better manage board operations while providing cost-effective scales to accommodate the rapidly changing banking landscape.

With BoardEffect, your institution can:

  • Enhance efficiency for board and staff
  • Provide security and control for important content
  • Ensure board member engagement
  • Document all governance activity
  • Demonstrate a commitment to governance best practices

With over 2,000 customers and 180,000 users globally and a 96% customer retention rate, BoardEffect is the governance leader that puts customers first. BoardEffect has experience with financial boards and is dedicated to the unique challenges of the highly regulated space, delivering a seamless, one-stop-shop governance solution driven by efficiency.

“The value to credit unions and their board of directors is that you don’t have to spend three hours or three days standing in front of a copy machine to create a board book,” she says. “With BoardEffect’s drag-and-drop, it takes minutes.”

 – Judi Teti, Executive Assistant to the Office of the President, Franklin Mint Federal Credit Union

An Investment in Long-Term Value

An ideal solution for banking and credit union boards will adapt to their changing needs as well as help push the evolution of governance.

In a changing regulatory environment and an increasingly digital business world, financial institutions must remain compliant, keep up with new requirements and have quick access to board information.  By working with a governance solution that evolves  with your needs, you can expand operations to your loan committee, accommodate multiple holding companies and subsidiaries, and add and accommodate new users within minutes. BoardEffect delivers the features financial boards need.

A Feature-Rich, Easy-to-Use Platform for Board Members and Administrators

  • Online meeting books
  • Secure workrooms
  • Dynamic agenda management
  • Surveys and polls
  • Full annotation capabilities
  • Electronic signatures
  • Single sign-on integration
  • Task management
  • Calendar integration
  • Attendance tracking and RSVPs
  • Mobile apps with online access
  • User directories
  • Newsfeeds

Security You Can Trust and Control

With BoardEffect’s state-of-the-art security, you can feel confident that sensitive customer and financial data is protected – even as threats accelerate in size and sophistication. Our flexible features mean this data is easily—and swiftly—accessible for audits and reporting.

BoardEffect’s security reaches down to the individual user and asset level as well. Administrators can easily assign and adjust permissions from a single control panel. They can also customize access to specific documents—by user, device or time frame.

Exclusively for BoardEffect Banking and Credit Union Customers:

  • Mitigate the risk of data breaches and collaborate securely:
    • Minutes: Meeting Efficiency – Minutes enables you to take meeting minutes more efficiently and securely, and to design action items easily.
    • Messenger: Secure Communication – Messenger is a secure communication tool that’s quick to install and easy to learn.
Diligent Minutes

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"I am ALWAYS pleased with the tech support that I receive."

Lavin S.

"I am a firm believer that the support you get from a company is just as important as the product / company itself, and even more so!!! I give you guys 5 stars!!"

Lavin S.

"Rachel ALWAYS gives 'above and beyond' service!"

DeeAnn K.

"The quality of support that I receive from boardeffect client services continues to impress me."

Cheryl S.

"Customer Service Representative was very responsive and efficient."

Marilyn B.

"Could not be happier with the response and resolution to my question."

Bryan F.

"The response was quick and very helpful - very pleased with the support."

Kathy M.

"Again, outstanding support with every interaction. I've been very impressed. Thank you."

Sue C.

"The customer service support is outstanding! Responsive and clear answers/instructions!"

Sue C.

"Chris P., as usual, was very responsive to my request...HE ROCKS!"

Eileen C.

"As a new user I was extremely impressed with the response to my question and the prompt turnaround time from submission. Keep up the great work."

Lavinia L.

"As always it is very easy to work with the BoardEffect support staff. You are very lucky to have that caliber of employees!"

Patsy N.

"Great service, super fast responses. I like it!"

Linda H.

"I was totally satisfied. As a new user of your system I was greatly encouraged at the response, not only the turn around time but also the patience your support team has with less than familiar initial users. Keep up the great work."

Lavinia L.

"You guys are always quick to respond - much appreciated!"

Cecelia N.

"I LOVE RACHEL AND CHRIS!!"

Mary T.

"I am very happy with the support I received. The response was prompt, professional and easy to understand. Many thanks again."

Robyn S.

"Exceptional as always!"

Barb R.

"Support is always very prompt in answering all my concerns. I am very pleased so far! Thank you."

Karen C.

"I'm very satisfied with the promptness of replies for all help tickets submitted to BoardEffect. Thank you."

Patti H.

"Chris helped me straight away. I truly appreciate it."

Angela A.

"Chris was patient and extremely helpful. Thank you, again."

Kathleen M.

"Rachel was very patient and was able to assist me with no problems."

Shawntae K.

"The quality of support is wonderful.  Thank you!"

Valerie H.

"Support has been very responsive to my issues. Appreciate their fine service. Keep up the good work!"

Terry S.

"He answered knowledgeably and very quickly!"

Debbie F.

"Rachel helped us resolve the issue very quickly!"

Hilary L.

"Your support team has been very prompt in responding to my questions and requests."

Jane D.

"Rachel was very helpful and solved my problem."

Cinda P.

"I love how quickly I get a response with accurate information. Very helpful and always friendly!"

Becky P.

"The changes you have made with support has been great. Being able to reply to the email is huge as I'm often not in BoardEffect when a response is returned. Your response time on issues is fantastic! Thank you for that."

Alicia M.

"I am very happy with the patience and assistance of the helpdesk team and appreciate them very much!!"

Valerie H.

"Support was timely and much appreciated. Many thanks."

Carolyn S.

"The helpdesk representative's response was timely and concise. Thank you."

Lynn L.

"BoardEffect is excellent! Wow!"

Mary Ellen L.

"Everything is going really well with BoardEffect, and the BoardEffect team is very responsive and easy to reach."

Ellen G.

"Great set-up and support from BoardEffect."

Karen H.

“Sometimes I need answers in a hurry. Every time I call into support for help, everyone is extremely nice and helpful.”

Bev H.

“Using the BoardEffect platform is pure magic! It has made our lives so much easier! Previously I was comfortable with the process we had in place, but there is nothing like BoardEffect. I am in awe!”

Nickie K.

“We are new to BoardEfffect, and I must say it is fantastic! The customer service we receive has been great! I really appreciate how helpful you all have been!”

Beth F.

"I love BoardEffect! You guys changed my life. Best product EVER!"

On a J.

"I love the blog and newsletter. I depend on it!"

Melissa

"I have always been able to connect with an individual on the support team when needed and I love the webinars."

Pam L.

"The BoardEffect portal is the most useful tool for keeping me involved in governance support."

Carolyn S.

"Lindsay provided a quick response for a question to which I knew the answer; however, I was in a panic and couldn't think. She not only was quick but very kind and did not make me feel foolish. For that I'm particularly grateful."

Mary Beth J.

"It is very helpful and problems are solved. Thank you."

Anita M.

"Great follow up and quick responses. Customer service excellence!"

Carolyn H.

"Very fast and friendly! Thank you!"

Katie P.

"Your Helpdesk staff are great!"

Carolyn H.

"Exceptional support and response time, as always!"

Gail G.

"People at BE are always very helpful with my questions. I value the quick response time and the clarity with which the question is answered. Thank you! "

Miriam M.

"As usual, I'm always happy with your Customer Service."

Brenda W.

"All good."

Sue H.

"I received a prompt response and resolution to my issue."

Nancy S.

"Grant was quick to respond and assisted me with the issue in a friendly manner."

Sarah H.

"I received excellent support to my problems. I don't have any complaint. Thank you for all!"

Rita V.

"Phillip was AWESOME!!!"

Gina M.

"Rachel is always super whenever helping us resolve problems. If she doesn't have the answer, which is very seldom, she will always find an answer quickly. We love her."

Shirley A.

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