Case Study: Visions Federal Credit Union achieves enhanced board security and usability with OnBoard Board Management Software

How Board Management Software Helped Create a Clear Vision For Success

Visions Federal Credit Union, a $5+ billion credit union serving about 210,000 members across more than 50 branches, needed a more secure and user‑friendly board portal for its nine‑member board. With security and two‑factor authentication becoming a top priority as the organization matured its governance, Visions Federal Credit Union sought a solution that combined robust security, ease of use for administrators and directors, and a trial period before commitment.

OnBoard Board Management Software delivered a board portal with fortified security (including two‑factor authentication), an intuitive interface that minimized steps and clicks, and a full‑featured trial that confirmed usability. Implementation was seamless, the board and admins were able to “hit the ground running,” large volumes of materials were uploaded quickly, and OnBoard Board Management Software provided rapid support and regular enhancements — giving Visions Federal Credit Union greater confidence in its governance platform.

Visions Federal Credit Union

Cynthia Schroeder

Chief Information and Innovation Officer