Board Portal Software for Banks | Aprio

A board portal designed for banks

Today’s banks and financial institutions need to run their boards efficiently, protect their data, and make good governance convenient for directors. Small to large banks choose Aprio’s easy-to-use board software to simplify meeting prep and streamline board communication.

Aprio’s board software serves diverse banks & financial institutions

“User friendliness and training are outstanding with Aprio. I couldn’t find any other platform that offers that caliber of ease of use plus tailored training and ongoing support from their team. Additionally, Aprio’s expense reporting has been a game changer for better supporting the frequent travel reality of our members. We’ve quickly adopted the core features of Aprio and gained efficiency. We see room to grow."

Anna Bertacchi, Assistant Vice President
United Nations Federal Credit Union

Key features of our board portal for banks

More productive boards for banks.

Aprio’s board meeting software helps bank boards be more productive with secure document management, streamlined meeting preparation and fast decision-making beyond the boardroom.

Features that make this possible:
  • Centralized, one-stop access to all board materials, accessible at any time
  • Build board packages in minutes instead of days
  • Reach decisions quickly with online voting, signature tracking and surveys
  • Boost communication and collaboration with secure messages, notes and annotations
Choose where your data is stored. Aprio's board portal software has industry-leading security for credit unions banks and financial institutions

Safeguard financial information with top-level security

Aprio’s board portal software and our people are dedicated to keeping your financial information confidential, secure and encrypted whenever your board members access board materials from any device.

Features that make this possible:
  • Choose your data storage location – Canada, the US or international
  • Servers adhere to independent, third-party requirements for security certifications
  • Admin-controlled access permissions including granular document management access
  • Remote data wiping for lost or stolen devices
Credit union boards, financials services and banks run meetings more efficiently with aprio board portal

Meet regulatory and compliance requirements in less time

Banks are highly regulated and subject to specific compliance and regulatory requirements. Aprio provides a direct ROI by making it more efficient to gather information for regulatory reporting.

Features that make this possible:
  • Automatic archiving of meeting minutes, motions & board evaluation
  • Easy access to self-serve reports
  • Rapid and robust search functionality
  • Accurate audit trail of key compliance actions and dates

See a demo of Aprio’s board management software for banks

One of our product specialists will be in touch to learn more about your business and answer your questions.

Governance made simple, from anywhere

Aprio’s board management solutions help bank and financial institution boards make governance simple with collaboration tools and board meeting management that’s accessible in real time from anywhere, on any device.

Virtual meeting integration
eSignatures & Surveys
Online voting
Notes & Annotations
Secure chat
Apps for all devices
24/7 support
Online & offline availability

Financial expertise & insights

You may have noticed other organizations adopting board portal software and wondered: is it right for my board? See our guide to help build a strong business case that articulates the benefits of board portal technology, the risks of not using software and how to calculate the ROI.
Read More
March 13, 2024
Ian Warner
How can a board with directors on different continents operate more efficiently? United Nations Federal Credit Union evaluated board technology. See the Case Study.
Read More
November 30, 2023
Ian Warner
While it may appear that most board portal software are similar, there are big differences in overall value, customer service quality and how easy the technology is to use. How do you pick a board portal that’s right for you? See our easy guide for board portal feature comparisons.
Read More
January 8, 2025
Dee Sicklesteel

Board portal software for banks FAQs

Bank board software is a purpose-built platform designed to make corporate governance more efficient for finance leadership teams. Unlike general file sharing tools, bank board software is built specifically for the unique regulatory and security demands of finance boards.

Board members can access board materials, participate in board meetings, and support effective governance in one place with features such as agenda builders, board evaluations, voting software, and more. All records and documents are protected with robust security features and access controls to keep sensitive data safe.

Bank boards operate in highly regulated environments and handle extremely sensitive data, and generic meeting and productivity tools often lack the security measures and features that truly support high governance standards. With a secure board portal, banks can distribute board materials, document board activities, and keep board members informed without putting sensitive data at risk. Automated audit trails and reporting tools also help maintain records of key compliance actions and dates without extra administrative effort.
Aprio’s board management software offers robust security, access controls, and records that help banks stay compliant. All board evaluations, actions, and meeting records are securely stored to make compliance reporting much faster. Administrators can view all meeting history and board activity, and choose from 9 customizable reports to pull relevant data.

Aprio’s bank board portal includes advanced board portal security for banks, including ISO 27001 certification and industry-specific data security practices for finance. This includes daily backups, monitoring, encryption, and disaster recovery capabilities to ensure all and records stay protected.

Administrators can also restrict access to meeting materials using role-based and individual permissions, including Document Digital Rights Management (DRM) for control over document sharing and downloads. Single sign-on, biometric authentication, and remote wiping capabilities prevent unauthorized access, even if devices are lost or stolen.

Yes – board members can access documents in Aprio on mobile and desktop devices even while they’re offline. Busy banking executives can stay informed while travelling or working in areas with limited connectivity, then sync once they’re back online to review any changes they may have missed while offline.

Absolutely. Aprio improves communication whether board members are participating virtually or in person. Aprio’s agenda builder makes meeting prep faster for both executive assistants and board members, with links to materials that directors can annotate and discuss before the meeting takes place.

During meetings, Aprio’s tools let directors vote, sign documents, and complete surveys online – eliminating the administrative hassle of printed materials so boards can make decisions quickly.

Banks can make board governance more efficient with centralized, one-stop access to all board materials. Aprio’s enhanced security protects sensitive information effortlessly, and reduces compliance hassles with a comprehensive record of board decisions and activity.

Most importantly, bank board software reduces time spent on administrative tasks – freeing up time to focus on strategic decision-making.

While Aprio serves a variety of industries, financial organizations from credit unions to large banks trust Aprio for board governance. Features such as advanced security controls, detailed audit capabilities, and compliance-friendly documentation makes Aprio an excellent fit for financial institutions of all sizes.

Every customer gets access to all of Aprio’s premium board portal features, with the option to hide any features they don’t use for a solution that’s tailored to their board’s specific needs.

Start a conversation with our team for a personalized demonstration to help you assess Aprio’s fit for your bank. Our team of former board administrators understands the unique needs of banking institutions, and we’d be happy to walk you through all the ways Aprio can address your board governance challenges.

Certain data security. Better board engagement.
Discover Aprio’s board portal for banks.

Get a customized tour of Aprio board portal software and preview all the features that will make your
board of directors more productive while keeping your information secure.

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