Board Portals for fund services 

From Waystone through to Apex and Ocorian - the world’s largest fund, trust, and corporate service providers choose Board Intelligence to deliver a superior service to their clients.

Want to find out why we're their preferred board portal solution? Join our next webinar with Lucy Milner and Nick Teare, where they'll cover:

  • What makes Board Intelligence unique to your industry- why do clients switch to us?
  • A live demo of the Board Intelligence board portal
  • How do we support a switch? Onboarding, pack uploads, ongoing support

Lucy Milner

An expert in the industry and Director of Fund Services at Board Intelligence, Lucy supports business leaders of professional services firms who wish to explore our portal for their teams to drive more efficiency internally and to deliver back to their clients.

Nick Teare

Nick is an experienced Client Relationship Director at Board Intelligence, specialising in helping Corporate and Fund Service Providers get the most from their platform and navigate their governance challenges. He looks after our largest clients globally to maximise efficiency both internally and with their clients.

30 April, 12:00 - 12:30 BST
If you have any questions, please get in touch with events@boardintelligence.com 

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