OnBoard aligns with the collaborative spirit of credit unions, providing a governance platform that enhances member value through strategic leadership and robust compliance. Embrace a solution that understands and addresses the unique needs of credit unions, ensuring that every decision upholds the community's trust and furthers collective goals.
Born in the basement of a credit union, OnBoard’s 20-year journey is built on a foundation of trust and partnership
OnBoard isn’t just for board meetings—it transforms governance and decision-making at every level of your organization. By empowering committees with secure, real-time access to critical materials and decisions
Streamline your board's voting process and bypass the wait for the next in-person meeting with OnBoard's efficient Voting and Approvals feature. Cast votes, gather consensus, and approve key actions from any location, at any time.
As a CUES Premier Supplier Member, OnBoard brings a level of insight and dedication to credit unions that's unmatched. The platform is designed to help credit unions thrive in an increasingly competitive landscape, offering governance tools that amplify member voices and enhance the overall health of the institution.
Benefit from OnBoard's partnership with CUES, ensuring a governance solution that's vetted by industry peers for excellence and reliability.
Equip your board with tools that prioritize member interests and foster transparent, inclusive decision-making.
Navigate regulatory requirements effortlessly, with a platform configured for the specific compliance challenges faced by credit unions.
OnBoard's environment promotes unity and cooperation, enabling your board to reach consensus efficiently and effectively.
OnBoard’s award-winning Implementation and Customer Success teams make it easy for every board role - from administrators to directors and executives - to quickly get up and running.
USER RATED
G2 Report | Fall 2024
Case Study
From efficient meeting preparation to less paper usage to the latest technological capabilities, the Members First Credit Union of Florida board thrives with OnBoard.
Case Study
This northern Indiana-based credit union is still fulfilling its mission 90 years later, but now with modern, digital capabilities thanks to OnBoard.
Case Study
How OnBoard Helped This Health Care Organization “Ease the Pains” of Governance
Credit union boards face a unique combination: regulatory scrutiny from NCUA examiners and volunteer directors who may not use technology daily. Scattered documents, email-based approvals, and manual minute-taking create compliance gaps that examiners notice. A board portal centralizes materials, captures decisions with audit trails, and gives volunteer directors one simple place to prep.
Examiners expect documented governance. Every vote, approval, and policy decision captured inside the portal creates a searchable audit trail. Retrieve any record in seconds when examiners ask, instead of digging through email threads and shared drives. Retention controls keep documents available for the required timeframe, and role-based access proves who had access to what.
This is the deciding factor for most credit unions. If directors can’t “figure out” the portal, they’ll revert to email – and your compliance advantages disappears. OnBoard is used by 7,000+ boards across every level of tech comfort, with native mobile apps that feel obvious from the first tap.
Yes. In-line annotations let directors comment directly on documents between meetings – in context, not scattered across email threads. Secure messaging, between-meeting resolutions, and action tracking keep governance moving between quarterly meetings. Everything stays inside the governed system where it’s searchable and audit-ready.
Pricing scales with the number of boards, committees, and users – so a small credit union with one board and two committees isn’t paying for enterprise-scale infrastructure it doesn’t need. Implementation typically takes days, with a dedicated specialist handling migration, setup, and board member training. Request a demo for pricing specific to your credit union’s governance structure.
Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
