Category: Governance

  • Financial Reporting powered by NetSuite

    Bring clarity, speed, and consistency to board-level reporting

    If you’re already using S&P Market Insights Reporting to keep your board informed on how the market views your organization, Financial Reporting powered by NetSuite helps you understand how your business is performing by integrating your internal finance metrics directly into Boards.

    Finance Reporting lets your finance team focus on strategy, not formatting. You stay in control of what’s shared and when, and you can add commentary to guide the narrative, helping boards make decisions with confidence.

    How it works

    1. Your finance team manages day-to-day data in NetSuite.
    2. The CFO or finance lead adds commentary to the report via Diligent.
    3. A board admin publishes the report to the relevant committees or board members using Diligent Boards.
    4. Leadership gets a clear, contextualized financial view with no need for manually tracking down spreadsheets or emails.

    Ready to add this to your Boards experience?

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  • Meet GovernAI, Diligent Boards’ AI-powered platform

    AI-powered tools designed for how boards actually work

    Diligent Boards has always been the go-to place for secure, effective board collaboration, Now, with the introduction of GovernAI, we’re helping governance leaders work smarter with less manual effort.

    GovernAI is purpose-built for governance workflows. From prepping board books to drafting minutes to flagging risky language, these tools are designed to take the most time-consuming, repetitive parts of your job and make them easier without sacrificing control or oversight.

    • Smart Book Builder
      Automatically draft and assemble a complete board book formatted and packaged for board consumption.
    • Smart Minutes
      Draft meeting minutes based on agendas, past meetings, and governance inputs, saving hours and ensuring consistency.
    • Smart Prep
      Flag likely questions in advance so you’re ready with answers, not caught off guard.
    • Smart Legal Scanner
      Before you hit publish, Smart Legal Scanner scans your board materials for language that might raise compliance or legal concerns.
    • Smart Book Summary
      Generate a concise summary of your board book for directors with hyperlinks to drill down into detail when needed

    GovernAI isn’t about replacing the work you do. It’s about amplifying your expertise, giving you tools to prep faster, reduce errors, and help your board focus on what matters most. All AI-generated content is clearly labeled and stays within your secure environment, so you stay in control.

    Ready to get started?

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  • Smart Book Builder

    Diligent Announces Smart Book Builder as Part of Its GovernAI Capabilities

    Try out the advanced collection of AI-powered tools designed to eliminate the need for manual board book creation while helping boards and executives stay on top of governance needs.

    Step 1. Get Smart Book Builder

    Step 2.

    Step 3. Profit

  • Smart Legal Scanner

    Smart Legal Scanner

    Identify risky language before it becomes part of the corporate record

    Analyzing the book to reduce legal risk​

    The Legal Scanner is a new AI-powered content type that enables General Counsels to efficiently identify critical legal issues within board book content by suggesting that particular items in the board book are worthy of further investigation & discussion from a legal perspective. ​

    • We know legal officers have a lot of information to consume in advance of board meetings. With Smart Legal Scanner, we can help them to focus faster on the things that matter most to them.​
    • Ensure your board materials are legally sound and risk-aware with Smart Legal Scanner. This powerful tool automatically identifies potentially risky topics and legal language, streamlining board prep by flagging particular items that warrant deeper review and discussion. Stay ahead of risks, enhance compliance, and make informed decisions with confidence.​
  • Smart News & Competitive Insights​

    Smart News & Competitive Insights​

    Extract key insights from your industries​

    Keep a pulse on your industry and company peers​

    • Monitor the latest news in your industry peers daily​
    • Get daily AI generated news summaries for a quick glimpse into major events in the life of your rivals​
  • Smart Meeting Minutes

    Smart Meeting Minutes

    Relevant, high-quality meeting minutes with actions built from board materials, typed notes or transcripts. ​

    Draft minutes and track actions instantly​

    Ensure you get the most from your minutes with the ability to:​

    • Generate the first draft board and committee meeting minutes based on board book documents​
    • Rewrite notes into meeting minutes​
    • Articulate key takeaways​
  • Smart Book Summary

    Smart Book Summary

    Harness the power of generative AI to streamline your board meeting preparation

    Focus on what matters most​
    Help your directors and executives prepare for every board and committee meeting with summaries featuring: AI powered book summarization simplifies board books into concise, actionable insights with a single click.​

    • Save time: Effortlessly condense bulky content to focus on what matters most.​
    • Stay Prepared: Summaries keep board and committee members informed bubbling up the most valuable insights.​
    • Enhance Clarity: AI transforms complex information into accessible summaries, enabling a sharper focus on strategy.​
    • Also available in presenter mode on Mobile​
  • AI Legal Scanner Transforms Board Book Review for Chief Legal Officers

    AI Legal Scanner Transforms Board Book Review for Chief Legal Officers

    Chief Legal Officers (CLOs) and legal teams efficiently prepare for board meetings by identifying legally significant content and potential risks. The Diligent AI Legal Scanner streamlines the traditionally manual and time-consuming review process, ensuring CLOs can focus on the most critical legal matters with confidence.

    Legal officers spend countless hours manually reviewing board books, often sifting through extensive documentation to find key legal issues. This manual approach is not only inefficient but also carries the risk of missing critical details. Diligent’s AI-powered tool leverages advanced Generative AI to automate the identification and highlighting of legally relevant content, enabling CLOs to enhance their efficiency and risk management.

    Key Benefits of the AI Legal Scanner:

    • Time Savings: Automates content review, reducing hours of manual work and freeing legal teams to focus on strategic decision-making.
    • Risk Mitigation: Flags potential legal risks that might otherwise be overlooked, enhancing governance and compliance efforts.
    • Prioritization of Critical Issues: Highlights the most relevant sections, ensuring CLOs spend their time on what matters most.
    • Auditability & Consistency: Provides a standardized and reliable approach to legal review, reducing inconsistencies and human oversight risks.
    • Seamless Integration: Works with existing document management systems and board portals to fit seamlessly into legal workflows.

    The video below shows the AI Legal Scanner at work:

    The AI-powered board book review tool is now available for enterprises seeking to modernize and optimize their legal review processes, and is currently available for all Diligent Boards customers for the next 6 months.

  • Save time with AI Book Summaries and AI Meeting Minutes & Actions

    Save time with AI Book Summaries and AI Meeting Minutes & Actions

    BoardEffect’s new AI-powered tools, including AI Board Book Summarization and AI Meeting Minutes and Actions, optimize how nonprofit boards manage governance by simplifying complex information, helping board members better prepare for meetings while saving valuable time and effort.

    AI-powered capabilities within BoardEffect include:

    • AI Board Book Summarization: This tool condenses detailed board materials into concise, actionable insights, saving board members time and ensuring they are well-prepared for meetings. The summarization feature supports real-time decision-making, allowing nonprofits to respond effectively to evolving governance challenges.
    • AI Meeting Minutes and Actions: Automating the creation of high-quality meeting minutes, this feature captures key takeaways, decisions, and action items from board materials, notes, and transcripts. By streamlining the documentation process, boards can ensure accurate tracking and accountability of decisions.
  • Be More Prepared with AI Smart Prep

    Be More Prepared with AI Smart Prep

    New features to improve board meeting preparation include AI Smart Prep, which enhances meeting readiness with recommended questions and draft responses sourced from board and leadership content, helping directors and leaders drive strategic discussions.

    In addition, Diligent’s recent integration with Google Drive enables users to securely upload Google Docs and other files directly into board books, saving time spent on meeting preparation and empowering collaborators to contribute their documents with ease.

    Diligent’s platform and integration with leading productivity tools cuts meeting preparation time in half, according to a Total Economic Impact™ Diligent Board & Leadership Collaboration commissioned study, conducted by Forrester Consulting on behalf of Diligent.