Board Management Software for Credit Unions | Aprio

A board portal designed for credit unions

Credit union boards need efficient communication while protecting sensitive, confidential information. Credit unions choose Aprio to help run efficient board meetings, foster collaboration among board members and keep data safe.

Aprio’s board portal software is the #1 choice of credit unions

“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

Secure & efficient board management software for credit unions

Credit unions, banks and financial services boards can quickly prep board packages with Aprio board portal software

More productive credit union boards.

Aprio’s board meeting software helps credit union 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 among board members with secure chat, 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 you 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 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

Credit unions 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 credit unions

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 credit union boards make good governance simple by encouraging ongoing collaboration and staying connected – in real time from anywhere and on any device. For your next video conferencing meeting – join directly from Aprio whether you use Zoom, Teams, Google Meeting or another tool.

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

Credit union board expertise & insights

Case Studies
Top board portal case studies for credit unions: 3 customer stories about Aprio
Every year, we invite more credit unions to our community. See three customer stories to see why credit unions choose Aprio and how our board portal software serves as a vital governance tool for them.  
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February 13, 2024
Ian Warner
Case Studies
Case Study: UN Federal Credit Union makes the switch from extranet to Aprio board portal
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
Case Studies
BlueShore Financial case study: How this board switched from paper to portal to increase efficiency
It can sometimes feel like every board has already gone digital. It’s true that plenty of boards have embraced board portal software, but many are still making do with patchwork solutions like Dropbox and email….
Read More
February 19, 2023
Karen Peacey
Read More

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

Get a customized tour of Aprio’s user friendly board softare and preview all the features that will make your board more effective while keeping your information secure.

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