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Online Whiteboards enable team members in banks to work together from anywhere. Physical distance is no longer an obstacle for brainstorming sessions, planning meetings or creative exchanges.
Online Whiteboard for the Banking Sector
Collaboard is a tool for collaborative teamwork in the modern workplace for banks.
Easy to use and available in the browser
Comprehensive and unique Whiteboard and moderation functions
100% GDPR-compliant with data hosting in Germany or Switzerland
The Key to Successful Collaboration in Banks
Online Whiteboards offer banks an interactive platform for digital collaboration in meetings, workshops and training sessions. Ideas can be shared, projects planned, processes visualized and customer meetings documented on the whiteboard.
Using an Online Whiteboard makes collaboration between locations and across departments easier and more efficient.
The Online Whiteboard is the key to successful collaboration, as it promotes transparency and improves the exchange of information between employees.
Teamwork from any location
Documentation and reusability
Everything that is written or drawn on the whiteboard is saved and can be reused later. This makes it easier to document meetings and track the development of ideas.
Bring everyone up to speed quickly
Online Whiteboards enable the integration of various media and content, such as images, documents, videos and links to external resources. This simplifies the presentation of complex ideas and promotes creativity.
Realise the following use cases with the online whiteboard
Brainstorming - collecting and structuring ideas
With Collaboard, new ideas can be developed quickly and easily; from simple brainstorming in a team to design thinking workshops.
Training courses and workshops
Online Whiteboards serve as interactive training platforms on which complex financial concepts and procedures can be clearly presented and explained. They enable dynamic participation and promote learning.
Project management and planning
Online Whiteboards allow project teams to visually organize their projects and tasks and track progress in real time. This promotes clear communication and also helps with meeting deadlines, for example.
Presentations and Consultations
Online Whiteboards are used for internal and external consultations and for a new and exciting type of presentation.
Unique whiteboard functions for digital collaboration
With these features, you start your interactive and creative collaboration in Collaboard.
All whiteboard functions
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Moderation cards, digital pens, shapes, diagram and mind map functions and comments.
Over 150 customisable templates
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Over 150 ready-made and customisable templates enable a quick start with Collaboard. Organisations and users can save their own templates and make them available to others.
Tried and tested moderation functions
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Collaboard offers a wide range of moderator functions to control and monitor what happens during a session.
Multimedia content & documents
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Work with images, audio recordings, videos and documents and create a lively and interactive collaboration.
Fast feedback
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Voting and evaluation functions enable feedback to be collected quickly and decisions to be made rapidly.
Comprehensive logging
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All actions on the board are logged. The activity log can be switched on or off depending on the application.
Customizable
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Collaboard can be easily customised to meet the needs of banks. For example, you can use your own branding, customised data protection information and your own welcome video. And much more.
Numerous integrations
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Collaboard offers various integration options with other collaboration and project management solutions. A wide range of APIs enables even deeper integration into existing processes.
Attractive licence model
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Benefit from Collaboard's attractive licence model, where licensed and free users can use Collaboard. You can also work with an unlimited number of free guests.
Collaboard - The secure Online Whiteboard for the Cloud or On-Premises
- Various cloud hosting options, including with Deutsche Telekom with data storage in Germany
- Options for self-hosting in a private cloud or on-premises
- Highly secure software architecture -
Confirmed by the US Department of Defence - ISO 27001 Certified
Step-by-step Guide to Getting Started
- Create a free account and test all functions for 14 days - with no obligations.
- Create your first Whiteboard and prepare a meeting or workshop.
- Combine presentation cards, images, videos and much more to inspire your participants.
- Invite other people to your Collaboard - as guests who don't need an account or as registered free users.
- Discover new possibilities for online collaboration and look forward to exciting and interactive Collaboard sessions from the very first second.
7 Reasons why Banks Rely on the Online Whiteboard Collaboard
Improved collaboration
Online Whiteboards enable teams to collaborate in real time regardless of their geographical location, which improves internal coordination and promotes teamwork. In addition, content can be captured directly digitally in on-site meetings and workshops so that it is always accessible from anywhere.
More efficient meetings & workshops
They enable interactive and visually appealing meetings and team rounds that help all participants to be actively involved and reach joint decisions more quickly.
Promoting innovation
By simplifying the collection and development of ideas, online whiteboards provide a platform that promotes creative thinking and innovation within the bank.
Flexible training and education options
They provide a dynamic environment for employee training, where complex content can be made easy to understand and delivered interactively, supporting learning and employee development.
Improved customer interaction and consulting
The use of Online Whiteboards in customer meetings enables banks to present financial products and services in a more understandable and interactive way, which increases customer satisfaction and trust.
Successful employee onboarding
An Online Whiteboard supports the onboarding process of new employees by presenting important information in a clear and easily accessible way.
Easier planning
The simplicity and intuitive operation makes it possible to involve all internal and external parties in the planning process. Projects and strategies can thus be planned with sales and network partners without major implementation effort.
Collaboard for Banks - Frequently Asked Questions and Answers
Do you have questions? We're here to help.
The Collaboard Customer Success team has developed a highly successful onboarding program for new clients. The new possibilities with Collaboard are quickly learned through interactive training sessions and regular free online seminars.
Collaboard offers various hosting options so that clients can choose where their data is stored. Collaboard offers hosting in the Netherlands, Switzerland, and Germany. Banks also have the option of running Collaboard within their own infrastructure (on-premises or private cloud).
Collaboard fosters collaboration through interactive features such as collaborative drawing, document viewing, and real-time feedback — providing a visual platform where ideas can be developed and projects efficiently coordinated. These tools facilitate communication and decision-making, leading to increased productivity and a stronger team spirit. Collaboard becomes the digital meeting point within an organization.
Collaboard is characterized by a high degree of customizability. Client-specific customizations include branding, custom data security information, enabling and disabling features, and Single Sign-On integration.
Collaboard is a solution from the Swiss software company IBV, which has been developing software since 1981. With over two decades of experience in security software, IBV ensures that Collaboard meets the highest security standards.
Start your next whiteboard now
Get a free trial of Collaboard with up to 3 boards and five people per session. All key features are available for you to try out.
