Special Report: Board Portals

Three questions not to ask and then some better ones, when you're shopping for a board portal.

There are many reasons for a credit union to use a board portal, including time savings, remote access, more meaningful meetings, security, collaboration, vote and document tracking, and less paper waste. Research into features offered by several vendors and prioritization of stakeholder needs will help a CU zero in on the best board portal fit.

But sometimes the wrong questions get asked during the fact-finding phase. And asking the wrong questions can result in selecting a platform that’s not truly a good match for your unique organization.

In this article, three experts share the most commonly asked wrong questions when shopping for a board portal—and offer up better ones.