Secure Meetings and Operations with Credit Union Board Management Software
Discover Convene, the ultimate board portal software for credit unions, guaranteeing maximum security at every step of your operations. Enjoy seamless document access and enhanced board meetings, all while safeguarding top-tier confidentiality of your critical information.
GET STARTEDInnovation Meets Compliance — The Convene Advantage
In a dynamic financial landscape, credit unions navigate heightened scrutiny. Our specialized board portal streamlines operations while fortifying compliance and security for seamless governance.
WHY CONVENE?
Driving Success to Credit Unions Worldwide
Maximize Meeting Impact with Smart Voting and Evaluations
Convene is your ally in transforming efficiency in meetings and decisions. Our board management software for credit unions is equipped with live meeting tools and secure polling and voting systems, ensuring expedited decisions that drive progress. Moreso, seamlessly design and conduct board self-evaluations with Convene’s intuitive tools for enhanced performance and governance.
Purposely Built for Security and Regulatory Compliance
At Convene, we aim to stay agile in the evolving financial environment. Our board portal equips you with tools like a centralized document library, enterprise-grade search capabilities, and audit trails—ensuring your files are primed for regulatory reporting.
Moreover, we’ve got your back on document security. From role-based access to flexible hosting choices, we prioritize your data’s confidentiality, keeping your information exclusively yours.
Smart Features Designed Exclusively for Credit Unions
Convene board management software for credit unions is tailored to enhance the way your directors work, simplifying processes while ensuring the utmost security and confidence.
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Meeting Scheduler
Invite participants and schedule one or recurring meetings with just a click. Collect RSVP responses to confirm meeting attendance.
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Agenda Builder
Create your meeting agenda within minutes with its drag-and-drop feature for documents and agenda items.
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Video Conferencing & Integrations
Conduct seamless remote meetings with video conferencing capabilities within the board portal. No need to switch between apps.
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Live Meeting Tools
Present and review documents in meetings with Page Synchronisation, Laser Pointer tool, and Shared Annotations.
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Minutes Taker
Take minutes before, during, and after the meeting. Action items, votes, and meeting notes are synced in real-time.
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Annotations
Collaborate on documents offline or online with annotation tools. Share your ideas to selected people in real time or create private annotations for your personal notes.
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Voting and Approval
Cast votes in and out of meetings and oversee all decisions in a dashboard. Review and sign off documents for approval.
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Digital Signature
Affix your signature and initials on documents instantly. Or sign with your preferred local signature provider for compliance.
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Document Library
Access and manage confidential data in a centralized hub within your board portal. Set permissions on who can access each file and folder.
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Task Management
Assign tasks and track the progress of action items throughout the meeting cycle.
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Dashboard
Be informed about upcoming meetings, as well as pending action items and documents for review all on your homepage.
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Audit Trail
Track and monitor all activities made in and out of meetings. Generate audit reports for better transparency and accountability.
Your Accessible Hub for Board Governance Resources
Fueling Credit Union Success with Convene
Convene is meticulously designed with intuitive features to elevate your credit union’s operations. Step into a new era of board performance, embracing innovation, top-tier security, and efficiency from the outset.
GET STARTEDWhere Commitment to Excellence Meets Exceptional Outcomes
Globally, credit unions choose Convene for efficient board management and meetings, seamless document access, and all-level security.
Security is the utmost priority for us and e-mail is not a secure enough option. With Convene, we received centralized access allowing all files to be viewed without leaving the application, and customized access so we retained full control of who could view which meetings and documents.
The transition was smooth, given that Convene is user-friendly. Furthermore, the team was highly available and helpful within and beyond the implementation period. Convene is user-friendly software with the flexibility that can accommodate specific requirements. Users barely need training, as it is a straightforward platform.
If you look at Convene, it is very feature-rich. Everything is in one place… We can now do the distribution and compilation of the board packs within the day. Convene enables the company to collaborate on a 24-hour basis anywhere in the world on any device.
Essential Resources For Navigating The Financial Landscape
Get Started with Convene
See why organizations worldwide are making the switch to board portal for improved board governance. Convene has been rated the top board management software by several trusted sources of technology reviews.
