Financial Services

With heightened economic risk, pressure for new products and revenue sources, and regulatory and compliance scrutiny, financial services boards face a challenging environment. Major and regional banks, funds, insurance and investment companies, and building societies use Diligent Boardbooks to give trustees and directors better visibility into operations, ensure confidentiality of materials, and save time and money previously spent on assembling and printing board packs.

Here are just a few of our clients in the Financial Services sector:

Some quotes from the Financial Services sector:

“Since we started using Diligent Boardbooks our Directors have been better prepared for meetings. This has increased the amount and content of meeting-day discussions. Directors appreciate the convenience of viewing the data online… By providing the Directors with the details of our performance through Diligent, management is able to devote more time discussing trends, changes in the markets and strategies. I think there would be a revolt if we attempted to take this invaluable tool away from the Directors!”

— Daryl Forsythe, Chairman, NBT Bancorp

“We went through extensive due diligence with our IT department…Diligent passed with flying colors.”

— Nancy Boatright, Corporate Secretary, The Bank of Marin

“We required a board portal that supported the Apple iPad, was easy to use and provided strong security… Diligent Boardbooks met and exceeded these criteria and performed at a level that we could not find in other board portal solutions for the iPad. Their client support services have also been excellent in getting us up to speed on the system.”

— Andrew Willey, head of the CEO’s Office, Virgin Money UK

“Diligent support is excellent. We get prompt responses, we get training on new elements that are developed to enhance the system, and there’s always ready engagement with our problems, suggestions or queries. The whole team embraces it. They learned the system very quickly. Honestly, getting to grips with it in half an hour is no exaggeration.”

— Karen O’Donnell, Senior Company Secretariat Assistant, Royal Liver Group–UK