Credit Union Board Management

Want to streamline your credit union’s board management? Discover how Aprio’s board portal can boost efficiency, enhance security, and foster collaboration.

For credit unions and their communities, strong governance is more than a regulatory requirement—it's a commitment to their members and communities. As the leading board portal provider among North America’s credit unions, Aprio’s board portal software makes staying in the loop, supporting decisions and discussing board materials easy to do, securely from anywhere. 

As you’re evaluating board portals for your credit union or assessing if you’re getting enough from the one you use – consider that credit unions are the largest community of customers that Aprio serves. Our CEO came to Aprio from Canada’s largest credit union;  that’s why we understand the unique governance needs of small to large credit unions working hard to serve their diverse members. 

For some, that’s rapid loan approvals. For others, that’s unique financial services for low-income communities. So how does a board portal like Aprio support credit union board management? Read on!

5 ways Aprio’s board portal helps credit unions get more done

1. Faster decisions on loans, meet times and evaluations

Credit unions use Aprio’s online voting and secure surveys for scheduling meetings, board evaluations and CEO reviews. Plus, by storing results from surveys and votes in your board portal, it’s easy to analyze trends over time. 

2. Conveniently share files without data risk

There’s never a reason to risk a data breach by sending files via email. Aprio makes it easy to securely share links to sensitive financial information or board materials without risk. Upload and share files of any size and use the robust search functionality to locate the files you need, from any device.

3. Secure committee communication from anywhere

Aprio allows secure annotations on documents and discussions with just committee members or other directors. It’s fast to set up committee-only access to documents and have people join the committee, gain access and get up to speed.

4. Markup financial documents and share them for real-time collaboration

Credit union boards use Aprio’s annotations feature to digitally take notes on financial documents or other important board materials. Choose to share your edits and markups with other board or committee members to collaborate and facilitate your discussions in real time.

5. Sign contracts anywhere

Credit union board members sign contracts, non-disclosure agreements, or dozens of other business documents quickly and securely using Aprio’s eSignatures. This powerful tool is legally robust and is accessible from a browser or your tablet app.

Is Aprio the Right Fit for Your Credit Union?

Aprio’s board portal for credit unions helps credit unions of all sizes run efficient meetings, foster collaboration and keep data safe with our specialized board portal software and exceptional service. We’re fortunate to work with credit unions across North America as their trusted partner invested in their success and efficient board operations. 

“Aprio really saves time when preparing the reports and packages, allowing time for other tasks. Directors can approve material electronically without having to come in for short meetings. Paper costs have been reduced with having no manuals to prepare, and having everything in the library up to date.” – Your Neighbourhood Credit Union

We can help your credit union board assess if Aprio is the right fit. Contact Apriro about your needs. We’d love to know more about your credit union and your governance needs.

Explore these credit union customer stories about Aprio: 

• Case Study: UN Federal Credit Union makes the switch from extranet to Aprio board portal
• Case study – Meridian re-evaluates modern board technology
• BlueShore Financial case study: How this board switched from paper to portal to increase efficiency
• Case study – YNCU board chair explains the advantage of a rapid response board