OnBoard
Credit Union Board Management Software

Credit Unions Use OnBoard For Their

The Only Board Portal

Designed For Credit Unions

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 – 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.

#1 Governance

Choice For Credit Unions

Your credit union has a lot to worry about. What you shouldn’t have to worry about is whether your board has enough time to govern effectively. To make smart decisions that can impact your community and the world. Time savings—the result of improved collaboration before and during a meeting—is the single most important benefit OnBoard provides for your credit union.

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.

Designed For Credit Union Directors

To Make Your Board Happy

Alliant
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Filene
Stanford Logo

Designed for Credit Union 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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“We house on OnBoard our reference information, everything from bylaws to directories to our ethics policies, so it’s a great central source... I find myself, personally, often going back and referring to previous board packets that contain information I want to see, for comparison purposes, or to jog my memory.”

David Mooney, President and CEO, Alliant Credit Union

Created for Credit Uion Administrators 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.

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