Credit unions

AGMs and director elections for credit unions

Members join, ask questions and vote in your app or on a branded web page. Papers, live stream, voting and results in one place, with or without an app.

The problem today

How AGMs work for you now

Reaching quorum

Getting enough members to the AGM is hard, and prize draws only go so far.

Zoom polls checked by hand

Votes in a meeting tool aren't tied to your member records, so staff check results manually.

Members expect it on their phone

Members manage their money online and expect to take part in the AGM the same way.

How Our AGM fits

Everything in one place, run by your team

Works with any core system

Members log in with their banking login in your app, or with a one-time code sent to the details on your member records. Either way, every vote comes from a verified member.

No app needed

Run the AGM inside your app if you have one, or give members a branded web page that works on any phone or computer.

Director elections

Run director, Board Oversight Committee and auditor elections alongside your motions.

Vote before or during the meeting

Open voting before the AGM and keep it open through the meeting.

Push reminders

Remind members about the AGM and the vote with in-app notifications and calendar invites.

In Ireland, section 78B of the Credit Union Act 1997 lets a credit union hold its general meeting wholly or partly online, with votes cast before or during the meeting. In Great Britain and Northern Ireland, your registered rules decide how meetings and votes work.

Read our guide: How to increase AGM turnout →

Questions

Common questions

Do we need a mobile app?

No. If you have an app, members can vote in it with their banking login. If not, you upload your member list and each member gets a one-time code by email or text to vote on a branded web page.

Does it work with our core banking system?

Yes. Our AGM works with any core system. You can export your member list from it, or connect members' banking login if you have an app.

Can members vote before the AGM?

Yes, where your rules and the law allow it. In Ireland, section 78B allows votes before or during the meeting.

Can we run director elections?

Yes. Run director, Board Oversight Committee and auditor elections alongside your motions.

What about members who don't use the app?

They can join on the branded web page with a one-time code, so nobody is left out.

How much does it cost?

Simple pricing for organisations of every size. Ask us for a quote and we'll tailor it to your membership and meeting.

Make your next AGM easier to join

We can help you plan the digital experience, connect your live stream and support a confident hybrid setup.

Book a free demo