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Now more than ever, you need board & leadership meeting management software that’s comprehensive and secure. Built for Community Bank Leaders, Boards, and their Committees.
For over 15 years, we’ve worked with banks every day to create solutions that solve their challenges. OnBoard was born from this work, and it’s why it’s the only board portal endorsed by the Independent Community Bankers of America and the Texas Bankers Association, and strongly supports the American Bankers Association.
With OnBoard, your bank’s board book access becomes amazingly intuitive, archives are readily accessible, votes can easily be taken, minutes entered, all so you have time to devote to thoughtful deliberations.
OnBoard makes governance more effective, promotes collaboration and uncovers key insights, so you can plan for what’s next. OnBoard helps you surface actionable insights and coordinate board and leadership activities more easily, providing richer intelligence so you can act with confidence.
“I’m approving loans on Saturday morning while I’m having my coffee, or on Sunday night while sitting on the couch. I don’t have 50 loans to pick up and take care of on Tuesday because we’ve had those approved during the week. That increases turnaround time and increases our productivity,”
A comprehensive guide on selecting a Board Management vendor that will make your board happy and keep meetings focused on strategy.
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OnBoard has always connected with your favorite video conferencing technology – now we’ve made that experience even better. OnBoard now directly integrates with Zoom, a singular meeting experience that enables directors and CEOs to meet face-to-face directly within the platform. No need to switch between apps. Just your meetings without distraction.
Voting & Approvals
OnBoard delivers a seamless platform to support directors who need to make high impact decisions from any device. It equips directors and leadership to organize, track, review, comment, and approve decisions – from anywhere.
Manage, organize, and track your most important action-items. OnBoard Tasks keeps all of your outstanding and completed work organized on the same platform as your board and leadership work. It helps you stay on top of what’s important while keeping things moving forward.
OnBoard Messenger is a whole new way to collaborate around board work. Directors, administrators, and executives can simply start a direct conversation or bring in the entire board into the discussion.
Send and sign agreements securely from any device. eSignatures keep your signed documents and legal agreements organized with all the rest of your board work. A powerful solution, integrated into OnBoard, that let’s you skip managing a second app — no need for Docusign.
Notes & Annotations
When inspiration strikes, a great idea needs to be recorded, or there’s a detail that can’t be overlooked, OnBoard’s powerful notes and annotation tools are ready for you. It’s the perfect complement that aids reviews and makes meeting preparation more thoughtful.
Director & Officer Questionnaires
OnBoard sets the standard for end-to-end board governance with a robust and integrated D&O Questionnaire solution that supports your ongoing compliance. A critical and necessary component of your board’s annual calendar, the integrated questionnaire offers ongoing reminders to your directors and streamlines reporting and review.
Meeting Minutes Builder
The minutes builder unifies your workflow, enabling you to make minutes directly within OnBoard. Effortlessly make notes, create tasks, track attendance, and mark motions as the meeting progresses. The builder makes it easy to focus on the meeting itself, a must have for every meeting workflow.
OnBoard is hosted by Microsoft Azure — the gold standard in Cloud Security. Our in-house security has overcome every third-party review and awarded SOC 2 and ISO 27001 certificates. That demonstrated commitment to compliance and integrity provides our customers ongoing peace of mind.