Case Study: BlueShore Financial achieves faster, paperless board meetings with Aprio

How this board switched from paper to portal to increase efficiency

BlueShore Financial, a Vancouver-based credit union with 13 branches, 40,000 members and $5.7B in assets, struggled with a paper-based board process that required photocopying more than 150 pages, assembling 18 hard-copy binders and couriering materials to directors—repeating the work whenever documents changed and risking uneven distribution of updates. To replace that inefficient workflow, BlueShore Financial selected Aprio’s board portal to move board communications and meeting materials online.

Aprio implemented its board portal to provide secure, authenticated access, automatic alerts, mobile and desktop access, and in-app document review and collaboration. As a result, Aprio delivered a significant reduction in prep time for meeting packages, more timely director updates, and enhanced security through login authentication—allowing staff to spend less time on administration and directors to access current materials instantly.

BlueShore Financial

Elaine Hasemore

Assistant to the Board of Directors