Case Study Charles River Bank



Director Access  
Taking Control of the Board Room
Director Access Testimonial

It was our goal to provide electronic committee packages to our Board of Directors and Senior Management efficiently, and securely. The ease of use from package creation and delivery, to the end user experience was crucial in our decision making. We reviewed several other vendors and also attempted to create our own process. Within minutes of first reviewing Director Access, we knew that this was the most efficient, user friendly and cost effective solution to meet our needs.



As the administrator of the site, I am able to upload files with ease. The end user accesses Director Access through an App on iPads which the Bank has supplied and manages. Training took less than one hour. We are thrilled with this solution that allows us to access current and archived documentation, anytime, anywhere. I can also administer the portal on the go, a convenience that ensures that anyone locked out during non-business hours is able to access time critical information.

Within minutes of reviewing Director Access, we knew that this was the most efficient, user friendly and cost effective solution to meet our needs.
Company Information
Charles River Bank
70 Main St.
Medway, MA 02053

(508) 533-8661
www.charlesriverbank.com

Founded in 1915, Charles River Bank began providing opportunities for people in our community to enjoy home ownership, achieve financial goals, and to look to the Bank as a constant resource for improving the lives of their family, their business, and the community that we share.

Today, Charles River Bank remains a vital part of our community, with a vision toward the future and the needs of our customers. And, it is our commitment to serve our community as an active sponsor in programs that touch the lives of the many people in our community.

Our Mission
To foster financial success for individuals, families, small business and the communities we serve.

Our Vision
Charles River Bank is a successful, independent co-operative chartered bank. We strive to be the best locally managed bank in our community, continually evolving into a first class financial organization.

Charles River Bank fosters a nurturing, professional work environment in which team members can grow and thrive. We act with honesty and integrity, and are empowered to exceed customer expectations. Individuals are respected and recognized for their contribution to our Bank's success. Having customers that willingly endorse and advocate for Charles River Bank in our community is the ultimate validation of our efforts.



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