Virtual Board Management Software

For Credit Unions

  • Complete governance solution for Directors, Executives, and Administrators
  • Communicate and Collaborate from anywhere, on any device
  • Real-time up-to-date information access
  • Complete all board tasks in One Central Location
  • Drag & drop, build your board meetings in minutes
  • Built on Azure, the gold standard in the board portal security
  • Start a no strings, no credit card needed, free trial.

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Credit Union Use OnBoard For Their

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Remote Meeting Ready

How OnBoard Helps You Govern Confidently From Anywhere

A Secure Channel For

Communication & Collaboration

Realtime Up-to-date

Information Access

Complete All Board Tasks in

One Central Location

Available Anywhere, Anytime

On Every Device You Love

Designed For Directors & Executives

Board Management Software That Keeps Us Connected

OnBoard Features That Drive Remote Governance

Features Built For Directors & Leaders

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.

Capabilities For Meeting Organizers

OnBoard’s Board Book Builder empowers administrators and executive assistants to easily create a dynamic agenda and board book in seconds. It’s document management done right. 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.

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.

Security & Peace of Mind

We’re a Microsoft Silver Partner. And our security is built on Microsoft Azure. There’s never been a breach. Your data is replicated so it’s never lost. Enable two-factor authentication and enhance your already formidable security. And OnBoard leverages FaceID and TouchID technology to make everything even safer.

The People Have Spoken & Voted OnBoard 

The #1 Secure Meeting Management Software. Everywhere.

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Easiest to Use
Board Software

Winner of Governance & Compliance Solution

Leader in Board Management Software

Top Rated Board Management App

Fastest Growing Companies

Voted Top Rated Place To Work

Buyers Guide 2

A Comprehensive Exploration of the Board Software Market

This guide is here to help you navigate the often-confusing world of board management software. Written for anyone considering board management software for the first time or looking to replace an old and expensive provider.

Topics Covered

Features, Capabilities, & Security

Product Design & Director Adoption

How to Avoid Zombie Providers & Find a Partner

How To Make The Business Case

Try OnBoard For Free!

We are the leading board meeting solution for credit unions because we’re the best.
There’s no risk, only the opportunity to improve your governance workflow.

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