Drag & drop, any file type, meeting builder
Automated and replicable tool for annual D&O surveys
Anonymized and aggregated real-time insights
Create meeting minutes directly within the platform
Built-in secure chat for 1-on-1 and group conversations
Manage, organize, and track important action-items
Organize, track, review, and approve decisions
Seamless, secure, & integrated for remote meetings
For over 15 years we’ve worked with credit unions every day to create solutions that solve their challenges. OnBoard was born from this work, to help Credit Union leaders deliver real results in their communities.
From our start with an investment from Purdue Federal Credit Union to being used in hundreds of credit union boardrooms nationwide; we are the only board meeting solution designed with credit unions in mind.
With OnBoard your credit unions 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.
OnBoard delivers a seamless platform to support the approval of loans, at scale. It equips senior management and lending officers to organize, track, review, comment, and approve loans – from anywhere. It’s the smartest way to manage your pipeline, deliver a quality customer experience, ensure timely disbursements, and differentiate your services.
Anywhere mobile access results in faster decisions, a more focused pipeline, and expedited disbursement. That leads to happier communities and more return customers.
Customer Conversations
Dr. Potter talks to us about his distinguished 40-year career. And how at age 80 he experienced the best board meetings of his life and fell in love with OnBoard.
An 80-year-old Credit Union's Quantum Leap Forward in Efficiency and Productivity
The importance of two-factor authentication became a priority.
Improving Collaboration Across Committees and Cities.
Talk to a board intelligence expert.
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.
Engagement Analytics
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.
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.
