Bank Board Management Software

Outdated 3rd party board portals, homegrown systems, or paper and PDFs, don’t cut it anymore. Now more than ever, you need board & leadership meeting management software that’s comprehensive and secure. Built for Bank Leaders, Boards, and their Committees.

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Why Banks Are Making The Switch

For over 15 years, we’ve worked with banks every day to create solutions that solve their challenges. OnBoard was born from this work. With OnBoard, your bank’s board book access becomes amasingly intuitive, archives are readily accessible, votes can easily be taken, minutes entered, all so you have time to devote to thoughtful deliberations.

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Our Customers Say it Best

For over 15 years, we’ve worked with banks every day to create a board management solutions that solve their challenges. That’s why we’re the only board portal endorsed by the Independent Community Bankers of America and the Texas Bankers Association.

David Mooney
David MooneyCEO | Finance | Mid-Size
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“OnBoard solves the challenge of how to efficiently and effectively

disseminate information, deliver documents, collaborate and engage. That becomes important to effectiveness; otherwise you run the risk of being overrun and overwhelmed by what’s out there.”

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Paula Sheamer Finance Administrative Officer
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“OnBoard has helped me save 40 hours in prep time for every single board meeting,”

“OnBoard facilitates navigation through material in a more efficient manner. I like the fact that I can preview the material before the meeting and go back and review after the meeting. It helps make the meeting more efficient and focused."

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Tersa C.Chief Operations Officer | Banking
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“We Love How User Friendly The Product Is.

Whether you are an administrator or a user it is easy to navigate. We had tried board meeting software in the past and were unsuccessful in transitioning the product but it was too difficult to use, so we were skeptical. OnBoard exceeded our expectations. Even our most "non-tech" members can use the product with ease.”

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William B.CEO | Finance | Mid-Size
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"Big Time Saver"

In our last board product, it was necessary to convert the files all to .pdf format prior to upload. Upon converting to OnBoard we found the ability to upload various file formats a big time saver for the team putting together all of the reports.

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Why Banks Select OnBoard

OnBoard’s is the most effective, simple, and secure way to run your board meetings. With enterprise-grade, Microsoft Azure-backed independently-certified security and a award-winning intuitive user interface, OnBoard streamlines governance responsibilities to drive real lasting value.

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ISO Cert
First National Case Study
First National Bank of Texas

Learn how OnBoard Drove a 272% ROI at First National Bank Texas

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Sturgis Case study
Sturgis Bank & Trust Company

How Sturgis Bank Accelerated Loan Processing and Reduce Meetings by 75%

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Pan American Bank Trust Case Study
Pan American Bank & Trust

See how Pan American Bank found OnBoard and transformed their organisation

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Unquestionably Essential Board Software

The OnBoard board intelligence platform is designed to work the way you do, addressing real-world needs and reducing complexity so boards and leadership teams can work smarter, move faster, and achieve more for the organisations they govern.

Explore All Features

Task Management

Zoom Integration

Messenger

Voting & Approvals

eSignatures

Minutes Builder

Security

Engagement Analytics

Notes & Annotations

D&O Questionnaires

Ready-To-Find-Out-Where-Meetings-Are-Going

Ready to Find out Where Boards are Going?

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Task Management

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.

Zoom Integration

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.

Secure Messenger

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.

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. 

eSignatures

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.

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.

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SOC 2 Certified

ISO 27001

ISO 27001 Certified

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ISO 27701 Certified

GDPR Compliant

HIPAA Compliant

Azure Cloud Hosting

Security

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. 

Engagement Analytics

Engagement Analytics offers anonymized and aggregated real-time insights into how your board works. Know when board books are read, where annotations are made, and what sections are receiving the most attention from the board. It makes meetings smarter by bringing data to bear, shining light on topics that demand an extended discussion.

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.