How to Switch Board Portals in 9 Easy Steps

The Nasdaq article explains that switching board portals can be done smoothly with a clear, structured plan. It emphasizes defining the reasons for switching, setting measurable success metrics, and assembling the right cross functional stakeholders to guide the transition. The guide also highlights capturing real board workflow requirements—such as agenda building, board books, approvals, e signatures, and secure messaging—and notes how modern platforms like Nasdaq Boardvantage support secure access, intuitive navigation, and mobile friendly workflows.

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Nasdaq Boardvantage

Nasdaq Governance Solutions provides an AI-enabled connected ecosystem of board technologies that empowers boards and leadership teams to work at peak performance. ABA members receive preferred pricing on the Nasdaq Boardvantage Board Portal, empowering your bank’s board to drive governance excellence.

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How to Switch Board Portals in 9 Easy Steps

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