#1 Board Management Software For Banks
Banks Use OnBoard For Their
The Only Board Portal
Designed For Banks
Choice For Banks
Your bank has a lot to worry about. What you shouldn’t have to worry about is whether your board has enough time to effectively govern. To make smart decisions that can impact the world. Time savings—the result of improved collaboration before and during a meeting—is the single most important benefit OnBoard provides for your bank’s board.
With OnBoard, your bank’s 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.
Designed for Bank Directors to
Make Meetings Better
Your board book automatically saves and instantly syncs across every device. You will always have the latest version and never be surprised by a last minute change.
Engagement Analytics prepares directors to better engage with board materials before meetings. It provides insight into which agenda sections are receiving the most attention and where stakeholders are making significant notes and annotations. Learn More About Engagement Analytics
Read, review, and annotate your board materials and notes as it suits your work-life style. Anywhere, anytime, and on any device: web app, iPhone, iPad, laptop, Kindle Fire, and Windows Surface. You can also easily vote, secure approvals, answer surveys and questionnaires.
Start a conversation, about anything. One-on-one, group chat, or even bring in the entire board into the discussion. Now the whole committee can to dig into financial details together. And it’s all in the same OnBoard app you already use and trust. Learn More About OnBoard Messenger
Your notes and annotations automatically sync between every device. Take a note on your iPhone and it will be immediately available on every other device.
Approve the annual budget, amend the bylaws, adopt employee benefits, any board actions can be voted on directly within OnBoard.
eSignatures offer the same legal standing as a handwritten signature. eSignatures provide a fast, secure, and accurate identification alternative for signatures, all while keeping your records compliant.
Next generation granular access controls allow you to set who has access to board materials and communications.
The strongest security available! Never worry about forgetting your password. Simply login Touch ID or Face ID on your iOS device.
Work online or off. When there’s no internet you can still access all your board materials. Once you’re back on wifi, all your work will instantly sync across your devices.
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Created for Bank Administrator to
To Make Their Board Happy
OnBoard’s Board Book Builder empowers administrators and executive assistants to easily create a dynamic agenda and board book in seconds. Clone past board or committee meetings and simply drag and drop any file type into the new meeting.
Analytics brings Administrators new information to help the board like never before. Help directors better prepare by bringing new details to the board’s attention shaped by data on what directors are engaging with. Learn More About Engagement Analytics
Multiple people can collaborate together when the agenda is being created. The board book builds and updates in real-time. Never lose your work. Never override a previous version.
Create a board evaluation survey, find out member availability, settle on a location for the annual retreat. OnBoard’s survey tool lets you collect any information or opinions you need from your board.
If an important policy is changed or meeting is rescheduled, communicate with the whole board or individual committees with targeted announcements that are emailed and appear within OnBoard.
Know who has expressed their intent to arrive at your meetings and who attended each meeting. It helps keep you compliant, your meetings organized, and your board meetings running smoothly.
Place the annual report, corporate policies, bylaws, corporate charter, and all your key documents into a central location that’s always one click away.
Whether your board needs a complex spread sheet or just to the facts PDF, you can connect any type of file to your board book: Word, Excel, PowerPoint, PDF, Google Docs, One Drive, YouTube, and more.
You have complete flexibility to how your electronic records are stored. Administrators can automatically purge all notes and annotations when board books are archived. Control how your organization handles sensitive data.
“I am telling you, OnBoard really changed us as an organization. It changed us. It totally moved us to the next level. What it did was reinvent us.
- Randy Blackburn
Executive Vice President & COO at Pan American Bank & Trust