Case Study: Bank Forward streamlines board meetings and loan approvals with Azeus Convene

How Bank Forward Streamlines its Meetings and Loan Approval Process with Convene

Bank Forward, a North Dakota- and Minnesota-based financial institution with over 230 employees, needed a reliable way to manage board meetings and keep directors across the U.S. aligned with the latest documents. After experiencing glitches with its previous electronic meeting software and struggling with manual packet distribution, the bank turned to Azeus Convene to streamline its meeting preparation and document management.

With Azeus Convene, Bank Forward used features like Agenda Builder, Document Library, review rooms, and Digital Signature to simplify board packets, speed up updates, and modernize loan committee approvals. The bank eliminated manual print-sign-scan steps, enabled automatic notifications when loans were signed off, and made it easier to export PDFs for auditors and examiners, resulting in more efficient and secure board and committee workflows.

Bank Forward

Liz Jessen

Assistant Vice President of Risk Management