CSI Secure Connect vs Nasdaq Boardvantage

Establishing and maintaining regular communication with your board of directors is essential. CSI’s Secure Connect allows you to engage board members through a more efficient, cost-effective medium. It provides directors with secure access to board materials and other confidential information from the convenience of their homes or offices. CSI’s Secure Connect allows you to maximize secure communications with board members in the following ways: - Stores current and archived documents for convenience and ease - Facilitates communication through online votes, discussion threads and other tools - Allows you to schedule meetings via a shared calendar - Requires no additional hardware, software or additional staff to maintain CSI’s portal solutions simplify the way data is accessed, shared and utilized, allowing you to enhance corporate communication, increase productivity and decrease cost. The portals are stand-alone solutions that can be implemented for any financial institution or business.

With the Nasdaq Boardvantage® mobile app, boards, committees, and senior leadership teams can help streamline meeting management and decision-making processes on the go. Designed with busy executives in mind, Nasdaq Boardvantage® helps break down barriers of collaboration with an intuitive interface aimed at optimizing the entire workflow of meetings. Go beyond the board book with actionable items like mobile e-signatures, approvals, surveys, and email. Access important documents and quickly share annotations, comments, and discussions with colleagues. Link to internal and external resources so that relevant content stays within reach. Virtual and in-person meeting options help ensure productivity from wherever your meeting may be. Supported by the team of dedicated information security professionals who monitors Nasdaq’s markets. User Features: • Multi-Factor Authentication Options • Encrypted and Password Protected • Link Companies Self-Service • Content Segregation by Company, Board or Committee • On/Offline Auto-Syncing • Pervasive Branding • Dashboard • Meetings Management • Virtual Meeting Integration • Dynamic Agenda Builder • Meeting Minutes • Email • Document Repository, Management and Archive • Robust Permissioning • Retention Settings • Remote Purge • High-Fidelity Viewer • Full-Text Search • Rich Annotation Tools • In-File Discussions • Signatures • Approvals • Surveys • User Administration