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
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.
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