Bank Board Management Software

Outdated third-party board portals, homegrown systems, and paper or PDF-based methods are no longer sufficient in today’s banking environment. For over 15 years, OnBoard has worked with bank leaders, boards, and their committees, providing real insights with a system that streamlines communication and increases board effectiveness.

How OnBoard Helps Banks

Addresses the evolving regulatory environment and cybersecurity threats
Offers secure, real-time access to critical and confidential board materials
Enterprise-grade security with Microsoft Azure and independently-certified compliance
Award-winning, intuitive user interface for seamless board meeting management

Why Banks Are Making The Switch

Financial institutions are under increased scrutiny in an ever-evolving regulatory environment. Amid external cybersecurity threats and constant economic changes, secure and real-time access to critical and confidential board materials is essential for banks.

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.

“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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“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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“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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"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.

Unquestionably Essential Board Governance 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 organizations they govern.

Office 365 Integration

Voting & Approvals

Zoom Integration

Elevate Your Board's Decision-Making with OnBoard

OnBoard combines the highest level of security with innovative features designed to optimize your board’s effectiveness. Start your journey and unlock unparalleled security, insights, and efficiency.