Why Organizations Switch from Diligent to Aprio - Aprio

Diligent serves some of the largest organizations in the world. But for mid-market boards — credit unions, regional healthcare systems, nonprofits, and community foundations — that scale often works against them. Here is what organizations are telling us about why they switched.


1. “2–3x the Cost” — The Pricing Reality

What Customers Actually Said (Independent Research, March 2026)

“Diligent serves billion-dollar organizations and is not cost-effective for mid-sized credit unions.”

Pricing described as “2–3x Aprio’s cost” by an organization that evaluated both platforms.

Diligent’s product portfolio includes BoardEffect (acquired), Diligent Boards, and a growing suite of ESG, risk, and compliance tools. This breadth means mid-market customers are often paying for an enterprise infrastructure they will never fully use.

Independent pricing research (March 2026) shows even BoardEffect’s entry tier starts at $9,000/year for 20 users, with full features requiring the Plus tier at $12,300 plus a $1,500 setup fee. There is no nonprofit discount.

2. “Significantly Less Responsive” — The Support Gap

Organizations that switch from Diligent consistently cite the same frustration: support responsiveness. When your board package needs to go out on a Friday afternoon, waiting in a queue behind Fortune 500 companies is not acceptable.

Support Metric Aprio (Verified) Diligent (Reported)
Average Response Time Under 15 minutes “Significantly less responsive”
Resolution Time 1–2 hours “Issues went unresolved for weeks”
Weekend Support ✅ Available Varies by plan
Agent Expertise Former board admins General IT support
Dedicated CSM ✅ Yes, for every client Enterprise tiers only

Source: Independent customer interviews (8 organizations), March 2026.

3. Right-Sized for Mid-Market Boards

Diligent is built for enterprise complexity — multi-entity governance, ESG reporting, regulatory compliance at global scale. For a 15-person credit union board or a 20-person hospital foundation, that complexity becomes overhead.

Organizations that switch to Aprio consistently describe the transition as going from a platform that was “too much” to one that fits exactly how their board works:

  • Training time: ~10 minutes for new board members (verified by customer research)
  • 100% adoption: Proactive training ensures every director actually uses the platform
  • Archive preservation: Organizations maintain full archive access — records going back to 2007 preserved

4. Seamless Migration

Switching board portals feels daunting, but Aprio’s white-glove migration team handles the entire process:

  • Full data migration — all documents, meeting packs, minutes, and archived materials
  • Board member onboarding — personalized training for every director
  • Zero downtime — parallel operation until your team is fully comfortable
  • No migration fee — included in your flat annual cost

Ready to Right-Size Your Board Portal?

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