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Secure Board Management for the Financial Industry

Discover clear decision-making processes across all boards—fully traceable and seamlessly integrated into Microsoft 365.
Boardwise impressed us because the entire process from submission to minutes meets the highest audit standards.
Christian Weber
Head of Board Office,
Oldenburgische Landesbank

Your Challenges in the Financial Sector

These are the challenges banks, insurers, and regulated financial institutions face in board management.
What this means:

What happens if nothing changes?

Manual processes lead to time-consuming coordination loops, delays, and a lack of transparency.

How does this impact your organisation?

Slower decision-making, increasing governance costs, and greater audit risk.

How Boardwise Transforms Your Board Management

Meeting organisation today

  • Agenda and resolution processes handled manually across systems
  • Time-consuming coordination via email and individual documents
  • High administrative workload for assistants and board offices

Meeting organisation with Boardwise

  • All processes in one tool, fully integrated into M365 with practical AI features
  • Complete traceability of decisions for audit and regulatory requirements
  • Automated workflows and clearly defined responsibilities

Why Leading Banks Already Use Boardwise

Our structured approach enables clear, secure, and efficient board processes.

Key benefits for the financial sector

  • Traceable decisions
    Resolutions are clearly documented, versioned, and audit-ready
  • Reduced risk
    Lower risk through clearly defined roles and responsibilities
  • Greater efficiency
    Significantly less effort across all meeting phases
  • Stronger governance
    Greater transparency across decisions and their implementation

Find out what this means in practice:

Why Boardwise Is Built for Your Boards

The solution for governance, security, and measurable impact.

What organisations gain

  • Up to 60% time savings in meeting organisation
  • Higher process quality through standardised workflows
  • Reduced risk through centralised documentation

For sensitive environments

  • Role-based access control with clear permissions
  • Full traceability of all decisions and changes
  • All data remains within your Microsoft 365 environment
  • Compliance-ready for audits and regulatory requirements

Enterprise architecture

  • Integration into your existing M365 and Azure tenant
  • End-to-end workflows for agendas, tasks, and resolutions
  • Centralised storage for all board documents
  • Quick to deploy and intuitive to use

How Boardwise Fits Your Individual Setup:

All Boards. One Solution: Boardwise

Choose the right solution for your current challenge.

Executive board meetings

  • Audit-proof approvals
  • AI-supported minute-taking with clear task allocation
  • Synchronise changes transparently with one click

Supervisory board meetings

  • Audit-ready circular resolutions – globally applicable
  • Voting across multiple time zones
  • Full Microsoft 365 integration with access controls

Workers council meetings

  • Document decisions centrally – with one click
  • Legally compliant circular resolutions
  • Clear role and access controls within Microsoft 365

Cross-board collaboration

What Our Customers Say About Boardwise

Trusted by decision-makers in practice.
Insights from organisations that use Boardwise every day.
"The Boardwise interface is so intuitive, you can hardly go wrong."
Jens Hayer
Head of Board Office,
Oldenburgische Landesbank
"What convinced us is the output: the meeting minutes."
Christian Weber
Executive Director & Head of Board Office,
Oldenburgische Landesbank
"The biggest highlight is the reduction in workload."
Christian Weber
Senior Associate Board Office, Oldenburgische Landesbank

Discover how Boardwise supports your organisation

Your Journey with Boardwise

A clear and structured onboarding tailored to your organisation and needs.
01

Introduction

We take the time to understand your challenges and show you live how Boardwise can transform your processes.
02

Proof of Concept & IT check-in

Together, we build a proof of concept – either in a secure test environment or directly with your live data.
03

Contract & commitment

We define the right licensing model, create a tailored proposal, and guide you through commercial terms and contract signing.
04

Implementation & go-live

From kick-off to setup and technical integration through to launch, we support you throughout the entire process with training, testing, and ongoing support.
05

Updates & regular check-ins

We continously optimise and improve, you can always reach out to our dedicated customer success team.

Ready to take the first step?

Frequently Asked Questions

Who is Boardwise for?

Boardwise is suitable for board offices organising Management board meetings, Supervisory board meetings or Workers’ Council meetings. Having been developed by some of the largest Corporations in Central Europe, Boardwise is particularly suitable for organisations with complex processes who are challenged by approval processes, frequent meeting rhythms, high regulatory standards or a demanding follow-up process.

How can Boardwise optimise our meeting organisation?

Boardwise automates repetitive steps in the organisation process. The standardisations leads to enhanced transparency, increased control and clarity and faster decision making. Finally, you will be quicker with implementing decisions: Boardwise will track resolutions and their implementation and increase accountability.

How much time can we save with Boardwise?

Depending on the processes already in place, our customers report time savings of 30%-75%. Customers with particularly intricate processes reported saving as much as 2 days a week – now, that is quite some time available for meaningful work, isn’t it?

How can Boardwise be completely M365 integrated?

Boardwise is integrated into our customers’ cloud resources which makes it 100% integrated into their existing M365 structures. We do not host your data or run them on our servers. Instead, we deliver Boardwise into your existing infrastructure. This enhances security and contributes to more unified systems.

What does the onboarding process look like?

Considering the high level of individuality, we tailor our Sales and onboarding process to each customer’s unique processes. After the first demos, we will develop a roadmap together to understand the steps necessary.

Once the decision is made, Boardwise will be configured technically, customised to your needs, and then introduced in several trainings to its main users. Technical configuration takes 3 hours on average. Trainings offered address the planners, board members, and all users who shall be able to submit agenda points through Boardwise. All in, the process of implementing and fully adapting Boardwise takes on average 3-5 weeks. Depending on individual requests, we can schedule additional trainings before settling into a quarterly meeting rhythm for updates and check-ins.

Are you curious about Boardwise? Schedule a first appointment for your personalised live demo and customised consultation.

See how Boardwise can take your Board Management to the next level

Book a Demo with our Experts

Board Offices that love us