How does the AI help improve the quality of management reporting packs?

Your papers and reports won’t be AI-written, they will be written by your executives with AI assistance, just like spell-check or grammar tools. Report Writer handles administrative tasks (structure, formatting, gap analysis) whilst executives focus on insight, analysis, and recommendations. The board sees high-quality, decision-ready papers authored by humans with appropriate accountability.

What types of reports can I create using Report Writer?

Report Writer is optimized for all types of board and management reports: CEO reports, CFO financial updates, quarterly performance reviews, strategic proposals, risk reports, committee papers, and management reports. It works with any governance framework and can be customised to your organisation's specific reporting requirements.

How is this different from other AI tools such as ChatGPT or Microsoft Copilot?

Report Writer is purpose-built for board documents using 20 years of governance expertise. Generic AI tools deliver 20-30% time savings as there is significant rework needed, whereas our purpose-built AI board and management report writing solution delivers 60% savings because it understands board governance: what makes a good paper, how to structure strategic content, when to flag missing analysis, and how to maintain decision focus.

Can the AI Report Writer integrate with our existing board and management reporting suite?

Yes. Report Writer works as a Microsoft Word Add-in, integrating seamlessly into your existing productivity suite. If you use Board Intelligence Portal, authors can link drafts to briefs, submit papers directly from Word. The tool fits into your current workflow without requiring new systems or processes.

What about data security? Is this AI report writing software secure and compliant?

Yes. Report Writer operates entirely within your Microsoft 365 environment and our secure, enterprise AI service. Your confidential board data isn't stored by any external AI providers and is never used for training. It's enterprise-grade security built for the exacting standards of board reporting, with ISO27001 compliance.

How long does implementation take?

Report Writer is a Word add-in with no training required.

How is Report Writer different to Lucia AI?

Lucia AI was a standalone platform that has evolved into our new Report Writer as a Microsoft Add-In. For more information, contact your Board Intelligent representative.

Financial services industry | Board Intelligence

Name: Insight Driver
Brand: Board Intelligence

Focus on what matters

Sharper, science-rooted agendas and papers fuel meetings with insight, not just oversight.

Evidence compliance

Great discussions and minutes help discharge duties in the spirit of the regulation.

Effect change at scale

AI enables consistent change at all levels, from writing reports to upskilling directors.

27% longer packs

Board packs are longer on average vs 2019, with large, heavily regulated organisations pushing 1,000 pages.

92% led by compliance

Nearly all packs that increased in length contain more compliance, regulation, and risk reporting.

68% dissatisfied

Most directors rate their materials as “weak” or “poor”, and four in five say their board is stuck in the weeds.

Prioritise and report on what counts

Manage forward plans in one central place that tracks strategic or regulatory priorities with Agenda Planner. And turn notes, data, or documents into board-ready drafts in a click with Report Writer, cutting writing time in half.

Get all you need to discharge your duties

Surface not just what’s in the board pack, but also what’s behind and beyond it. With Insight Driver, get key points, asks, and the past context needed to understand them, and flag what deserves a closer look.

Decide, minute, and evidence in one place

Turn transcripts, recordings, or notes into minutes fit for regulated contexts with Minute Writer. And track decisions, approvals, and next steps, in Portal, where all the Board Intelligence tools connect to create an evidence trail.

How Beazley strengthens compliance through board performance

“From a regulatory point of view, there’s huge confidence that we’re getting everything we need to manage the business.”

Rachel Turk, Group Head of Strategy, Beazley

Read case study

45%

time saved preparing board meetings

“It’s far easier to comply with Section 172”

Keith Hawkins, Company Secretary, TSB

40%

of minuting time back

Give your financial services board the clarity directors and regulators are both looking for

Streamline your board cycle whilst strengthening compliance, with a platform trusted by banks, insurers, asset managers, and building societies worldwide.

Focus on what matters

Evidence compliance

Effect change at scale

Trusted by one in four FTSE 100 boards.

Why boards read more but see less

27% longer packs

92% led by compliance

68% dissatisfied

Get clarity back with one platform for the full board cycle

Plus 20 years of expertise on call

Ready to see what this could look like for you?

Book a 30-minute demo to walk through the platform with our team.

What companies like yours are achieving with Board Intelligence

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