Credit Union Board Management Software

Legacy board portals, in-house systems, and paper-based processes fall short in today’s dynamic environment. For over 15 years, OnBoard has partnered with credit unions to deliver actionable insights through a platform that enhances communication and board effectiveness.

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How OnBoard Helps Credit Unions

  • Stay up-to-date with evolving regulatory requirements and compliance
  • Protect sensitive information with enterprise-grade, independently-certified security
  • Streamline decision-making with real-time access to critical board materials
  • Designed specifically for credit unions from inception
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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.

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Created For Credit Unions From Day 1

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.

David Mooney
David MooneyCEO | Finance | Mid-Size
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“OnBoard solves the challenge of how to efficiently and effectively

disseminate information, deliver documents, collaborate and engage. That becomes important to effectiveness; otherwise you run the risk of being overrun and overwhelmed by what’s out there.”

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Paula Sheamer Finance Administrative Officer
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“OnBoard has helped me save 40 hours in prep time for every single board meeting,”

“OnBoard facilitates navigation through material in a more efficient manner. I like the fact that I can preview the material before the meeting and go back and review after the meeting. It helps make the meeting more efficient and focused."

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Tersa C.Chief Operations Officer | Banking
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“We Love How User Friendly The Product Is.

Whether you are an administrator or a user it is easy to navigate. We had tried board meeting software in the past and were unsuccessful in transitioning the product but it was too difficult to use, so we were skeptical. OnBoard exceeded our expectations. Even our most "non-tech" members can use the product with ease.”

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William B.CEO | Finance | Mid-Size
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"Big Time Saver"

In our last board product, it was necessary to convert the files all to .pdf format prior to upload. Upon converting to OnBoard we found the ability to upload various file formats a big time saver for the team putting together all of the reports.

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Why Credit Unions Select OnBoard

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.

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Abbey Credit Union

An 80-year-old Credit Union's Quantum Leap Forward in Efficiency and Productivity

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Visions Federal Credit Union
Visions Federal Credit Union

The importance of two-factor authentication became a priority.

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Alliant CU Case Study
Alliant Credit Union

Improving Collaboration Across Committees and Cities.

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Unquestionably Essential Board Governance Software

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.

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Agenda Builder - Blue

Agenda Builder

Notes - Blue

Board Assessments

D & O - Blue

D&O Questionnaires

Analytics - Blue

Meeting Analytics

Minutes - Blue

Minutes Builder

Messenger - Blue

Messenger

eSig - Blue

Notes & Annotations

Group

Office 365 Integration

Voting - Blue

Voting & Approvals

Zoom - Blue

Zoom Integration

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Unlock Superior Board Governance

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.

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Agenda Builder

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.

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Board Assessments

Assessments lay the groundwork for your board’s future, helping your team prioritize actions that strengthen governance performance and practices. Be it an annual board assessment, committee assessment, or CEO evaluation, assessments offer a powerful way to continuously enhance board performance through actionable insights.
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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.

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Meeting Analytics

Engagement Analytics offers anonymized and aggregated real-time insights into how your board works. Know when board books are read, where annotations are made, and what sections are receiving the most attention from the board. It makes meetings smarter by bringing data to bear, shining light on topics that demand an extended discussion.
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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.

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Secure Messenger

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.

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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.

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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.

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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. 

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Zoom Integration

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.

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