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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. Community banking 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. Community banking institutions 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 community banking institutions 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

An Investment in Long-Term Value

An ideal solution for community banking 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

Additional Resources

Bank on Security: How Credit Unions are Leveraging BoardEffect Tools

BoardEffect customers, Twin Star Credit Union and Conexus Credit Union to discuss the the benefits and pitfalls of technology, especially when it comes to  industries such as financial services.


Franklin Mint Federal Credit Union Increases Board Director Engagement

Directors are now embracing the organization’s goal of utilizing digital technology in a self-service matter to improve governance, collaboration and communication.


Board Portal TechnologyBuyer's Guide

This guide is your go-to source for understanding what to look for in a board portal and how to reap the most benefits. Read on to learn about important board portal evaluation criteria.


Choosing the Right Technology to Support Your Credit Union

Technology is continually evolving, as software providers are learning about the ways that software can enhance credit union operations.


Our BOD relies on BoardEffect for everything, all our content is easily accessible in one place. Due to the recent pandemic we have gone 100% virtual and we could not have done so without BoardEffect.

Faith May Chambers, Executive Assistant | Merck Employees Federal Credit Union


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