Board Portal for Credit Unions
The regulatory requirements for your credit union and its Board of Directors seem to increase every year. From privacy regulations to making sure you document education and training your directors receive on specific topics, you need a streamlined, easy way to make sure your credit union is compliant with any legal and regulatory requirements related to governance.
BoardPaq is designed to do just that. Our paperless meeting platform is the board portal of choice for credit unions throughout the country. We look forward to delivering the security, compliance, convenience, and performance your Board of Directors needs to better serve your customers and your community.
Industry Leading Security Features
Credit Unions trust BoardPaq as their paperless board meeting solution to give trustees and directors better access to confidential board materials saving them time, paper and money.
As one of the most secure portals on the market, our organizations benefit from industry leading security features such as:
- SOC 2 security audit
- 2-Factor Authentication via SMS text
- Supports Touch ID
- 256-bit encryption in-transit and at rest
- Document and agenda item access control
- 3 levels of admin access
- Configurable Session timeout settings
- Configurable password and lockout settings
- Activity and access reports for auditors
BoardPaq has successfully completed a SOC 2 Type 1 security audit and earned the right to display the SOC seal. This independent audit verified compliance with stringent standards for security and controls.
BoardPaq offers a rich set of features to help your Credit Union:
E-Signature
Securely Distribute Packets
Real-time Voting
Collaborate with SWOT
Anytime Approval
Questionnaires & Evaluations
Minutes Builder
Easily Track KPI's
Unlimited Document Storage
Enhanced Discussions
Case Study - First Financial Credit Union
"We've reduced the paper costs and increased the security of information because we don't have that paper floating around."
Our Credit Union customers say it best
"BoardPaq has improved our Management to Board communication as we moved to iPads and eliminated paper reports. The software is very user friendly and easy to navigate for both the front-end user and the administrator. Implementing BoardPaq has made our organization more efficient by reducing costs and enhancing communication."
"We've reduced the paper costs and increased the security of information because we don't have that paper floating around."
"The Board of Directors and Executive Team at Pima Federal Credit Union have been utilizing BoardPaq for several months. The portal is easy to use and administer on both Apple and PC platforms. The BoardPaq Admin Center notifies administrators directly of any new features and upgrades and the BoardPaq technical support team and/or representatives have been readily available when needed. It is a professional, efficient, and convenient way to prepare and present meeting materials."
"The management team at First Service Credit Union began using BoardPaq at the beginning of this year. We found BoardPaq to be very easy to configure, and were able to get our first meeting set-up in no time. As a result, we've nearly eliminated the expense of printed Board packages, and empowered our Directors with secure, immediate access to the critical information they need."
"FivePoint began using the BoardPaq application in September of 2012, after seeing a demo of the product at the National Directors Convention. We had been looking to replace what we were currently using as our board packet delivery system. The BoardPaq application fit our needs and was much easier to navigate for our Board members. Members are now able to use their iPads during our Board meetings. The BoardPaq application is very user friendly on the Board side as well as the administrator side. We love BoardPaq."
"BoardPaq helps us provide our Board of Directors with more information than before, when we sent board materials and they had to print them. And they see our reports in color! There's a steep learning curve as we get used to the iPad, but this tool allows Board members to review content whenever they want - as they travel or sit in a coffee shop. They love it!"
"BoardPaq has effectively simplified our meetings and the deployment and user adoption was amazing!"