Meet every compliance requirement — committee permissions, documented approvals, data residency — without adding a step to your workflow. Directors get the packet on their iPad. The admin who builds the book closes the laptop before Friday.
OnBoard empowering financial institutions to navigate evolving regulatory landscapes with clarity
Get every director — including the ones who prefer paper — into the board packet with biometric login that opens in one tap.
Reclaim the days your team loses to manual board packet assembly with a portal built for financial institution compliance. Banks, credit unions, insurance companies, and investment firms run documented votes, examiner-ready records, and committee-level access controls in one place. The admin closes the laptop before Friday afternoon.
Capture every compliance action automatically — when a director opened the packet, how long they reviewed, and how they voted. Examiners get temporary access during an audit and lose it the moment the review ends.
Financial institutions manage more than a board of directors. Each committee needs separate permissions, documents, and meeting cadences — all from one dashboard.
OnBoard’s award-winning Activation 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
My entire Board of Directors is thrilled with this product as I am. We all love having all of our documents, resources, meeting minutes and such in one central location. These items are available anytime with just a few clicks. Using OnBoard has made our board meeting process run more efficiently.
Melissa M.
CEO/COO, Financial Services
Easy to use product that streamlined the creation of our Board Package and has provided a secure way to get sensitive material to not only board members but members of the C suite as well. The ability to seamlessly add material to a meeting up to the last minute is alone worth the cost. Also you can tailor the material so it is only seen by those that need to see it. Easy to use -- you can train your administrative staff in a couple of hours on how to use the product, and you are off and running.
Craig M.
SVP-Chief Risk Officer, Financial Services
Overall, my experience with OnBoard has been very positive. Easy to set up. Easy to administrate. Easy to use. It doesn't get better than that in my opinion. I need something that doesn't require a lot of time and effort. I have a full schedule and OnBoard saves me time.
Erin L.
Sr Executive Assistant, Financial Services
I really love working with OnBoard. It is easy to use for the end-user and was an easy adoption for them. As an admin, I can set permissions to various employees, and they can upload documents without my intervention. I like that new features are always coming out to test/try.
Sandy K.
Executive Administrator, Financial Services
Credit Unions are a culture. I’ve been in credit unions since 1995. When you meet someone who knows about it, that makes a big difference. There are other board platforms that have the same features, but they seem far removed from a credit union standpoint.
Ash Murcko
Executive Administrator, Members First Credit Union of Florida
OnBoard made us much more nimble, I’m approving loans on Saturday morning while I’m having my coffee, or on Sunday night while sitting on the couch. I don’t have 50 loans to pick up and take care of on Tuesday because we’ve had those approved during the week.
Jason Hyska
CEO of Sturgis Bank & Trust Company
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Anytime, anywhere access to board materials & Increasing committee and board engagement
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Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
