Customer Stories
Pinnacle Bank
This northeast Georgia community bank streamlines board meetings, ensures security, and improves decision-making efficiency with OnBoard’s intuitive and flexible board management platform.
Customer Stories
This northeast Georgia community bank streamlines board meetings, ensures security, and improves decision-making efficiency with OnBoard’s intuitive and flexible board management platform.
Industry: Banks
Headquarters: Elberton, Georgia
Board Management Goals
Results
Favorite OnBoard Features
Pinnacle Bank is a community-focused financial institution serving northeast Georgia, operating 26 branches across the region. With a legacy that spans over 90 years, Pinnacle has consistently prioritized service to its customers and shareholders alike
“We’re community focused,” says Kim Robinett, Executive Administrative Assistant. “Our goal is to provide value to our customers.”
As the bank has grown, so has the complexity of managing its board operations. Like many community banks striving to uphold high standards in governance and security, Pinnacle recognized the need for a robust, modern board management platform. Their search ultimately led them to OnBoard.
Before adopting OnBoard in late 2018, Pinnacle Bank relied on an earlier platform that posed notable inefficiencies. Although Kim joined the organization after the switch to OnBoard, she knew the struggles board members and administrators endured before OnBoard: “I think there was still a lot of friction in the board preparation process,” she says.
Manual workflows made it difficult to ensure delivery and timely updates of board materials. The prior system lacked flexible, integrated tools for building agendas, managing approvals, adding materials, or tracking engagement.
The earlier platform didn’t support secure workflows that simultaneously enabled agility and decentralized work activities. As a result, meeting preparation was laborious, often bottlenecking because the platform did not support the distribution of responsibility and parallel processing.
OnBoard transformed Pinnacle Bank’s approach to board management, bringing efficiency and clarity to every step of the meeting process. One standout feature for Kim is the ability to revise meeting books and agendas directly within the platform:
“I can quickly make changes without going back and forth between the platform and a Word document that is stored on, say, on my work drive” she says. “I can make the changes right in the platform. It’s great for adding last-minute additions.”
The interactive table of contents within OnBoard’s meeting book has also been a game-changer. “During the meeting, if people are viewing the meeting book, they can go to the table of contents and it’s clickable,” Kim says. “It will quickly take them to that particular agenda segment where there might be meeting material.”
This feature doesn’t just benefit board members. Regulatory examiners also benefit from it. “When I have to provide materials to examiners and I download the meeting book, it’s appended with a table of contents so examiners can click on the link that will take them to the exhibit that they need to see,” Kim says.
OnBoard’s voting and approvals tool has enabled more agile decision-making, even between board meetings. Kim highlighted how she can initiate a voting process quickly when necessary.
“Occasionally an approval might need to be made, which is in between when the board actually meets,” she says. “I can quickly create an action item for an approval. I can then notify the board members. They can vote on that approval, or they can abstain from it if they want.”
The flexibility to schedule, track, and document approvals has added a new layer of governance rigor. “I can set when that approval opens and when it closes … and then of course we have a record of it along with the votes from the members who were voting on that approval,” Kim says.
— Kim Robinett, Executive Administrative Assistant, Pinnacle Bank
Beyond the platform itself, Pinnacle Bank has experienced reliable support and training from the OnBoard team. While Kim did not witness the initial adoption, she continues to receive value from OnBoard’s commitment to customer success and training.
Kim says OnBoard’s Help Center, with guides and videos, is an excellent resource to fill knowledge gaps and upskill all users of the platform for administrators and board members alike. Kim says the training materials are easy to find and well-organized, meeting whatever the need may be.
With OnBoard, Pinnacle Bank has elevated its board operations to new standards of efficiency, security, and responsiveness. The platform’s built-in agenda tools, clickable meeting book navigation, approval workflows, and tight download permissions help Kim and her colleagues streamline processes while meeting their regulatory and governance needs.
Whether managing a routine meeting or onboarding a new director, Pinnacle Bank can now rely on OnBoard to keep things running smoothly. “It’s been a great tool,” Kim says.
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