Lead your financial institution with OnBoard, the board management platform that delivers unparalleled governance insight and control. Adapt to a rapidly changing financial landscape with tools designed to streamline decision-making, enhance security, and ensure regulatory compliance across banks, credit unions, insurance companies, and more.
OnBoard empowering financial institutions to navigate evolving regulatory landscapes with clarity
For years, OnBoard has been the chosen partner for banks and credit unions dedicated to superior governance. Our understanding of the financial sector's nuanced needs informs every feature we develop.
Respond quickly to the complexities of risk within the financial sector. OnBoard's platform ensures that risk management is proactive and comprehensive, providing a panoramic view of potential challenges and equipping boards with the foresight to mitigate them effectively.
OnBoard equips financial leaders with the intelligence and tools necessary for informed decision-making. Leverage real-time analytics and performance metrics to direct your growth strategies and stay competitive in a fast-paced financial world.
Safeguard your institution with a platform built for rigorous compliance and transparent reporting.
Protect sensitive financial data with enterprise-grade security that financial institutions trust.
Conduct efficient, virtual, hybrid, or in-person meetings with a suite of adaptable tools for diverse financial environments.
Facilitate strategic discussions and resolutions with integrated collaboration features, empowering board members regardless of their location.
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
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
Case Study
Seeking board agility and streamlined processes, two Midwestern banks have revolutionized their board management.
Case Study
Anytime, anywhere access to board materials & Increasing committee and board engagement
Case Study
How OnBoard Helped This Health Care Organization “Ease the Pains” of Governance
Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
