Simplify Board Management with Our Cat Herder
Financial services companies need careful planning to keep board administration running smoothly. Our Cat Herder provides tools to reduce the administrative hassle of board management.
The agenda builder and customisable templates let you assemble professional agendas tailored to your board’s needs.
You can create an agenda template for recurring meetings that covers standard items like risk oversight, strategy, budgets, audits, and compliance. Our Cat Herder cuts the time spent on agenda preparation so you can focus on substantive content.
Compiling full board packs is also simpler. You can drop in the relevant documents and distribute complete meeting packs to all attendees with one click. Board members can review materials on any device, and you can make sure packs are comprehensive without extra work.
Collaborate More Effectively Between Meetings
Good communication between board members is important for financial service providers to maintain effective oversight. Our Cat Herder provides tools to organise discussions, speed up decision-making, and give board members easy access to information.
Portal discussion forums move conversations out of overflowing inboxes into an organised, searchable channel. Board members can also add comments directly into meetings to share information.
The decision maker (flying minutes) feature lets boards vote digitally during or between meetings. This helps boards reach consensus quickly when needed between quarterly or monthly meetings.
Directors can access materials, leave meeting comments, and add notes to board packs so nothing is missed. Financial services boards also need reliable document management for strategic plans and policies, which Our Cat Herder provides through the Documents area of the portal.
Optimise Meeting Management
Well-run meetings matter for financial services board oversight. Our Cat Herder helps you manage meetings with features to capture minutes, assign follow-ups, and annotate meeting packs.
Built-in minute taking lets you record decisions, details, and discussion points as they happen. Minutes from the previous meeting are automatically included in the next meeting pack for easy reference.
Action item tracking makes sure follow-ups get documented and completed. You can assign tasks to directors, management, or working groups and monitor progress. Reliable action item management matters for boards with regulatory responsibilities.
Better Boards Through Better Administration
Our Cat Herder gives financial service providers the tools to run their boards more efficiently.
With simpler organisation, better collaboration, and faster meetings, Our Cat Herder reduces administrative burdens so boards can focus on governance and strategy.