Financial Institutions

Credit unions, mutual insurance companies and other financial institutions put a premium on security and voter participation. That’s why partnering with an experienced, thoughtful, and full-service election management organization is crucial—especially one with a proven history of achieving regulatory compliance.

Our suite of services includes voting by paper, online, phone, or hybrid variations that are securely processed to ensure 100 percent accuracy.

As an election management company specializing in a comprehensive approach to the ballot process, we work with a host of clients across various industries, including the financial sector, with each presenting unique challenges.

Our experienced staff confidently administers elections using state-of-the-art technology, top-line security and data privacy, and industry-leading customer service.

Beginning with nominations to creating ballots and preparing for an election, our team is equipped to manage the entire process.

Credit Unions

Credit unions are a fixture of the financial industry, but they differ from commercial banks in one significant way—they strictly serve members. There are more than 5,000 registered credit unions in the United States, serving 100 million customers, and their ranks have grown in recent years. What’s unique about credit unions is they’re ingrained in the community, often employing people who collectively care about improving the lives of their members. These relationships are borne out of deep-seated trust, mutual respect, honesty, and dependability.

We recognize these principles run deep, and we strive to meet and surpass expectations.

Mutual Insurance Companies

Mutual insurance companies serve a distinct and important role because they rely on the success of the collective (clients and policyholders). These companies represent thousands of policyholders, all with a stake in their respective organization.

This shared commitment underscores the importance of running smooth elections, whether voting is conducted over the internet, by mail, phone, or using a combination of options. Offering a variety of voting methods increases the likelihood that a large percentage of members will participate.

Why Voting Matters

Credit union members literally have a voice in how they want the institution to run, and whom they prefer to be the institution’s shepherd.

Similarly mutual insurance companies are also governed by a member-selected board. Since both institutions report directly to their members, it’s vital to have substantial turnout to ensure confidence in whomever is chosen to steer the ship. Having your members engaged on this level signals a true appreciation for the process and the system more generally.

Turnout The Vote

Voting is more than simply casting a ballot—it’s an experience. If there’s a perception that the process is cumbersome or confusing, the likelihood a member votes again is sharply reduced. It doesn’t have to be that way.

Benefits of Online Voting

  • Customized ballots
  • Seamless integration with existing member portals
  • Supported by multiple browsers and devices
  • Secure voting and data protection
  • 24/7 support
  • Increased engagement and turnout
  • Single vote guarantee
  • Accurate election results
  • Social media integration

Voting is more than simply casting a ballot—it’s an experience.
Our experienced staff confidently administers elections using state-of-the-art technology, top-line security and data privacy, and industry-leading customer service. Our suite of services includes voting by paper, online, phone, or hybrid variations that are securely processed and tabulated to ensure 100 percent accuracy.