32 JANUARY / FEBRUARY 2020 Save Time, Save Money With a board portal solution Rod Lasley Executive Vice President - Operations & Member Services Indiana Bankers Association rlasley@indianabankers.org @rodlasley CSI Secure Connect is a Preferred Service Provider of the Indiana Bankers Association. PRODUCTS & SERVICES PROFILE Is your board of directors still requiring you to copy hundreds of sheets of paper and collate them into monthly packets? There’s a better way that is not only more time- and cost-effective, but simple for your board members to use. We are all looking for ways to be “green” within our banks, as well as more efficient. CSI’s Secure Connect portal solution addresses both of those initiatives. It simplifies the way data is accessed, shared and utilized, allowing you to enhance board and employee communication, increase productivity and decrease cost. This simple and cost-effective method of communicating information saves a huge amount of time and paper. It provides directors and staff with secure access to necessary materials and confidential information. With information security as a top priority, you can’t risk those manual board packets of information. By accessing CSI Secure Connect, this highly sensitive data is protected by CSI’s top-level security. The board portal maximizes communication with board members by allowing them to view their materials in a timely manner on the electronic device of their choice, whether it be an iPad, laptop or home computer. It also allows documents to be archived and stored for future reference. Often a board member will ask at a board meeting, “What did we do for this customer recently?” With the board portal, you can access board materials from prior months instantly to refresh yourself on what took place previously. The portal also creates greater efficiency by facilitating communication among board members with online votes, discussion threads and collaboration tools. Finally, policy review is always a challenging process, such as keeping track of which policies are due for review, who has reviewed them, and have the acknowledgement pages been signed? With the portal, this can be done with an automatic distribution and required acknowledgement of policies that is documented and tracked within the system, creating efficiency and time savings. In today’s world of “there’s an app for that,” CSI Secure Connect makes its app available as a free download, providing users the ability to work offline, because the documents automatically download into the device as it syncs with the portal. With the app, directors can securely view such portal-housed documents as meeting minutes, business proposals or loan review committee notes, even without a wireless connection. For the end-user, CSI’s board portal app not only provides a more simplified view of the portal, but also allows for actions that can’t be completed on the browser version. For example, on the app users can call up documents such as the bank’s financials for the month and, using touch-screen annotation tools, make handwritten notes, highlight important items, circle typos or include a variety of additional commentary – all without Wi-Fi. So with CSI’s Secure Connect app, your board of directors can complete important work in a beach chair, a passenger seat or on the living room couch, without compromising convenience or the security they’ve come to depend on from web-based portals.
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