Transform Board Dynamics and Performance with the Trusted Board Portal for Banks
Convene worked with bank boards and experts to craft the go-to board management software for financial services to adapt to industry shifts. Elevate your meetings and communication while safeguarding your critical data.
GET STARTEDLeading Innovation, Unwavering Security: The Convene Approach
Financial services navigate heightened scrutiny in a dynamic regulatory landscape. Our tailored board portal for banks fosters board collaboration and strengthens security measures, ensuring robust governance.
WHY CONVENE?
Championing Banks Globally Towards Success
Real-time Updates for Agile Decision-Making
Convene is the smartest, simplest, and most secure system to facilitate collaboration and informed decisions. With features like capturing last-minute changes in documents, our board portal ensures boards are always equipped with the latest information, saving time and boosting efficiency for administrators.
Crafted for Security and Regulatory Compliance
At Convene, we aim to stay agile in the evolving financial environment. Adapt to finance’s changes with our board portal’s centralized document library, search functionalities, and audit trails. With role-based access, flexible hosting, and secure archival, we prioritize your data’s confidentiality and integrity.
Optimized Features Tailor-Made for Banks
Experience how Convene’s board management software for financial services can transform your bank’s workflows. Simplify tasks while ensuring utmost security and confidence.
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Meeting Scheduler
Invite participants and schedule one or recurring meetings with just a click. Collect RSVP responses to confirm meeting attendance.
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Agenda Builder
Create your meeting agenda within minutes with its drag-and-drop feature for documents and agenda items.
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Video Conferencing & Integrations
Conduct seamless remote meetings with video conferencing capabilities within the board portal. No need to switch between apps.
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Live Meeting Tools
Present and review documents in meetings with Page Synchronisation, Laser Pointer tool, and Shared Annotations.
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Minutes Taker
Take minutes before, during, and after the meeting. Action items, votes, and meeting notes are synced in real-time.
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Annotations
Collaborate on documents offline or online with annotation tools. Share your ideas to selected people in real time or create private annotations for your personal notes.
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Voting and Approval
Cast votes in and out of meetings and oversee all decisions in a dashboard. Review and sign off documents for approval.
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Digital Signature
Affix your signature and initials on documents instantly. Or sign with your preferred local signature provider for compliance.
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Document Library
Access and manage confidential data in a centralized hub within your board portal. Set permissions on who can access each file and folder.
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Task Management
Assign tasks and track the progress of action items throughout the meeting cycle.
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Dashboard
Be informed about upcoming meetings, as well as pending action items and documents for review all on your homepage.
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Audit Trail
Track and monitor all activities made in and out of meetings. Generate audit reports for better transparency and accountability.
Resources to Elevate Board Governance
Accelerate Bank Performance with Convene
Elevate your bank’s meetings and operations with Convene’s comprehensive platform and intuitive features. Embrace a new era of board performance marked by innovation, top-tier security, and operational efficiency right from the start.
GET STARTEDWhere Commitment to Excellence Meets Exceptional Outcomes
Join banks worldwide in choosing Convene for unmatched board management efficiency, effortless document access, and robust multi-tier security protocols.
Convene has made governance over meetings at Bank Forward simple and stress-free. Some of our employees are on the go constantly and can have meeting information at their fingertips. We continuously find more ways to utilize the system and add more users.
Convene is a streamlined means to conduct our Board and Committee meetings. We have a variety of users who have adopted this platform and it works efficiently to compile and organize large volumes of information. I especially appreciate that the platform can be used to create future meeting templates. This saves me time when preparing for future meetings. I would recommend Convene to anyone who is seeking an automated solution to digitize their meeting processes.
The transition was smooth, given that Convene is user-friendly. Furthermore, the team was highly available and helpful within and beyond the implementation period. Convene is user-friendly software with the flexibility that can accommodate specific requirements. Users barely need training, as it is a straightforward platform.
Essential Resources for Navigating the Financial Landscape
Get Started with Convene
See why organizations worldwide are making the switch to board portal for improved board governance. Convene has been rated the top board management software by several trusted sources of technology reviews.
