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Outdated 3rd party board portals, homegrown systems, or paper and PDFs, don’t cut it anymore. 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.
Why Banks Are Making The Switch
Financial institutions are under increased scrutiny in an ever-evolving regulatory environment. From outside cybersecurity threats to constant external economic changes, secure and real-time access to critical and confidential board materials and supporting documents are essential.
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’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.
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.
Ready to Find out Where Boards are Going?
Talk to a board intelligence expert.
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 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.
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.
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.
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.
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.