Customer Stories
Mabrey Bank
An Oklahoma-based community bank found peace of mind, productivity, bank-level security, and boardroom simplicity in one secure platform.
Customer Stories
An Oklahoma-based community bank found peace of mind, productivity, bank-level security, and boardroom simplicity in one secure platform.
Industry: Banks
Headquarters: Bixby, Oklahoma
Board Management Goals
Results
OnBoard Capabilities Utilized
Mabrey Bank is a proud, family-owned community bank serving customers across 15 locations in Oklahoma, with a strong presence in the Tulsa region.
With deep roots in the local community and a legacy of trust and service, the bank provides personalized financial solutions while maintaining the highest standards of compliance, governance, and operational excellence.
Pam Phillips, Senior Vice President at Mabrey Bank, plays a pivotal role in administering the bank’s board and committee meetings. She manages everything from compiling board packets to recording minutes, and her transition to OnBoard has transformed how she and the broader leadership team prepare for and manage governance activities.
One of the most significant advantages Mabrey Bank experienced with OnBoard was its ease of use — especially for seasoned board members. “It’s just been very easy and user-friendly,” Pam says. “I didn’t have to have a lot of training [for board directors], because it’s just an easy product to use for them.”
She emphasized that many of the bank’s directors, while deeply experienced in their respective fields, had little exposure to digital platforms tailored for board work. OnBoard made the transition effortless.
“I loved OnBoard from the very beginning,” she says. That appreciation stems not only from ease of use, but from how the platform has supported her end-to-end responsibilities without requiring extensive onboarding or technical background.
As a financial institution, Mabrey Bank must meet rigorous compliance and security standards. Phillips says OnBoard’s robust security framework gave her and her team immediate confidence.
“We have an outside firm that performs our critical vendor reviews, and OnBoard is one of our critical vendors,” Pam says. “We review our critical vendors every year to make sure everything’s still lining up with what we expect it to be, and we haven’t had any problems or issues.”
This annual due diligence ensures that OnBoard’s certifications, like certified compliance with SOC 2 Type II and ISO-27001 and 27701, remain current and that the platform continues to meet the evolving security requirements in the banking sector.
— Pam Phillips, Senior Vice President, Mabrey Bank
Before OnBoard, Mabrey Bank relied on a manual process that included physical binders, emails, PDFs, and tedious edits. Transitioning to OnBoard eliminated these inefficiencies.
“I can’t even imagine going back to creating actual board books,” Pam says. “One of the main things I loved was that I could replace a piece of a document without having to make 20 copies and replace them in each prepared book.”
She estimates the platform has cut her meeting preparation time by at least 50%. The time saved has allowed her to focus on higher-value tasks and contribute more meaningfully to the meeting content itself.
Among OnBoard’s many features, Minutes AI has proven to be a valuable time-saver for Pam, particularly during Mabrey Bank’s quarterly schedule, which often includes three board meetings in rapid succession. With limited time between sessions, the ability to capture and revisit recordings has alleviated the pressure of real-time notetaking.
Previously, Pam managed these meetings using a standalone microphone and spent multiple days replaying audio, often locked in her office just to dedicate her time uninterrupted to complete each meeting’s official minutes. This manual method not only consumed significant time but also made it difficult to stay fully present during meetings.
Now, with Minutes AI, Pam can focus on the meeting itself, knowing she can review both the transcript and video afterward in a secure, centralized digital location. This streamlined process allows her to remain engaged and responsive during live discussions while confidently addressing documentation afterward, delivering clear productivity gains over previous manual workflows.
OnBoard has transformed Mabrey Bank’s board operations from labor-intensive and manual to streamlined, secure, and user-friendly. For Pam and her leadership team, OnBoard isn’t just a tool. It’s a trusted partner that adapts to the rigorous demands of the banking sector while remaining remarkably easy to use.
Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
