Case Study: America First Credit Union achieves better security and faster communication with Azeus Convene

America First Credit Union Achieves Better Security and Communication with a Board Portal

America First Credit Union, the 7th largest U.S. credit union by membership, faced challenges moving board materials to tablets: inconsistent PDF versions, differing viewers across devices, lack of secure mark-up and document control, and concerns about sending sensitive files by email. After evaluating five options, they selected Azeus Convene’s Convene board portal for its cross‑platform support, security features and cost‑effective value.

Azeus Convene implemented Convene to provide a centralized, secure board portal with customizable access, real‑time change notifications, drag‑and‑drop packet assembly and in‑app markups. The result was faster, more consistent communication, stronger document security, simplified packet creation for administrators, and rapid user adoption (members learned the platform within an hour), helping America First streamline meetings and reduce reliance on paper and email.

America First Credit Union

Thayne Shaffer

Senior Vice President and Controller