New & Upcoming
Why Credit Unions 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.
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.
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.
Streamline your board meetings and unlock valuable insights with OnBoard’s powerful platform. Experience the difference of secure, efficient, and intuitive board management software designed for success.
OnBoard’s Agenda Builder is the fastest meeting creation tool, period. But speed is only part of the equation. The agenda and meeting builder is a drag-and-drop, every file-type enabled, template powered, cloning capable, document organizing, decision tracking, powerhouse.
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.
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.
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.
Microsoft 365 Integration
With OnBoard’s integration with Microsoft 365, your board professionals can combine the best of two powerful platforms for seamless workflows and collaboration. The Integration enables real-time edits, comments, and updates across Microsoft-native files that automatically sync to OnBoard.
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.
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.