At a regulated financial institution, the board's record is not an internal convenience — an OCC, FDIC, Federal Reserve, NCUA, state insurance, or SEC examiner can ask to see it. Boardwise gives banks, credit unions, insurers, and asset managers an examination-ready governance record without the enterprise price tag or the multi-week onboarding. Passkey-verified written consents for Regulation O approvals and committee resolutions. Board discussions isolated from personal email, where confidential supervisory information does not belong. A complete, exportable record of who decided what, and when. $200 per month flat, for the entire institution.
Unlimited directors, committees, and observers. No per-seat fees. No setup fees. No annual contract. Migration handled.
A community bank with a credit committee and an ALCO. A credit union with a statutory supervisory committee. A mutual insurer that files a Corporate Governance Annual Disclosure every year. A registered fund whose independent directors approve the advisory contract annually. These boards carry obligations a general nonprofit or private-company board never sees — and the cost of not being able to prove the board did its job lands at the next examination, not someday in court. Boardwise was designed for that reality, not adapted to it.
The issues that surface in a safety-and-soundness exam, an NCUA review, or a CGAD filing — not the issues that surface in a generic board-software pitch.
Bank examiners, NCUA examiners, and state insurance regulators review board and committee minutes, the materials directors received, and the documentation of board oversight. The OCC's heightened standards (12 CFR 30, Appendix D) expect a covered board to oversee the risk-governance framework and complete an annual self-assessment. The NAIC's Corporate Governance Annual Disclosure — an accreditation requirement since 2020, signed by the CEO or corporate secretary — attests to the board's governance practices and confirms the disclosure was provided to the board.
The record the board keeps is reviewed by someone with authority over the institution. "We think we discussed that" is not an answer an examiner accepts.
A financial institution's board sees material a general board never does: examination ratings, Matters Requiring Attention (MRAs) and MRIAs, credit-committee memos, ALCO and interest-rate-risk packets, BSA/AML reporting. Confidential supervisory information is confidential by law — an institution may share it with its own directors and officers, but unauthorized disclosure carries criminal exposure under 18 U.S.C. 641.
None of it belongs in a director's personal email, a consumer file-sharing link, or a reply-all thread — yet that is exactly where board material drifts when the portal is hard to use.
Financial-services governance runs on documented votes and disciplined cycles. Regulation O requires the board to approve insider loans above set thresholds with the interested director excluded from the discussion and the vote, and to keep the written resolution on file. FDICIA Part 363 requires an independent audit committee once a bank reaches $1 billion in assets. NCUA Part 715 requires a supervisory committee and an annual audit. Section 15(c) of the Investment Company Act requires a fund's independent directors to approve the advisory contract every year.
Each obligation is only as strong as the record that proves who voted, who recused, and when.
Specific product behaviour, not abstract assurances.
Every meeting moves through defined states — Draft, Announced, Published, Locked — so the packet directors saw is the packet on file. Agendas, board books, minutes, and action items live in one version-controlled place, each change timestamped. Every view, download, edit, and deletion is recorded in an audit log.
When an examiner asks what the board reviewed and when, or the corporate secretary assembles the record behind a CGAD attestation, you export it — dated, attributed, complete — instead of reconstructing it from inboxes.
Boardwise keeps board and committee communication in a dedicated, access-controlled channel — not in directors' personal inboxes. Role-based permissions govern who can open a credit-committee memo or an examination packet. The audit log records who viewed and downloaded each document. Retention rules expire material on a policy-driven schedule, with an auditable deletion log.
Confidential supervisory information stays inside the system of record, shared only with the directors and officers entitled to see it — not scattered across personal Gmail and consumer cloud drives.
Regulation O insider-loan approvals, committee resolutions, and other between-meeting actions are signed with passkey authentication (Face ID, Touch ID, or a hardware key) and produce a downloadable audit package with a SHA-256 integrity digest. The record shows who approved, who recused, and the time each signature was applied.
That is the documentation Regulation O expects on file — without depending on a scanned signature page or an "everyone reply to confirm" email that does not hold up to scrutiny.
Send conflict-of-interest and director-independence declarations to every director in one action. Each response is timestamped and attributed to a verified identity, and a real-time dashboard shows who has completed and who is outstanding.
When you need to evidence audit-committee independence under FDICIA Part 363, document the supervisory committee's standing under NCUA Part 715, or support the governance practices described in a CGAD filing, the answer is a screen — not a folder of chased-down Word documents.
Workflows that come up in bank, credit-union, insurance, and fund governance that generic board software does not anticipate.
Board and committee minutes, the packets directors received, charters, and attendance — version-controlled and exportable when the exam team or the external auditor asks. No scramble across drives and inboxes.
Capture board approval of insider extensions of credit as a passkey-signed written consent, with the interested director's recusal recorded and the resolution retained — the written record Regulation O requires in the institution's files.
Stand up each committee with its own membership, charter under version control, packets, and minutes. Independence and composition are documented where an examiner can find them.
Send declarations to every director and key officer in one action. Real-time completion dashboard. A per-response record for audit-committee independence and CGAD support.
MRAs, examination ratings, and supervisory correspondence stay in an access-controlled channel with role-based permissions, full view/download logging, and policy-driven retention — not in personal email.
Directors who sit on the holding company, the bank, and an affiliated foundation get a single passkey-secured account across every board — no second password, no second portal.
The two enterprise portals financial-institution boards most often evaluate alongside Boardwise.
Flat $200 per month for your entire institution. Unlimited directors, unlimited committees, unlimited observers, unlimited administrators. No per-seat fees. No setup fees. No annual contract. $2,400 per year, all-in — regardless of board or committee count.
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Last reviewed June 2026. Statutory and regulatory references are for general orientation and do not constitute legal advice; rely on your counsel and regulators for current applicability and thresholds, which are periodically adjusted.
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