BoardSnap is an iOS app that captures the whiteboard thinking banking teams do — product strategy, risk architecture, process redesign — and turns it into structured, actionable output before the session ends.
Banking operations generate enormous volumes of meeting output. Strategy off-sites, product design workshops, regulatory response planning, digital transformation roadmaps — every major initiative involves a whiteboard and a room of senior people. The whiteboard holds the aligned thinking. The meeting notes usually don't.
BoardSnap closes that gap systematically. Snap the board at the end of every working session. BoardSnap AI reads the process diagrams, decision trees, and strategic frameworks and returns a clean summary with action items that are ready to route to owners. The brand-aware feature ensures summaries match your institution's voice — not generic AI output.
For large banking organizations with multiple business lines, Projects provide the structure to keep commercial banking, retail banking, wealth management, and capital markets work separated. Each project builds its own context and never contaminates the others.
Roadmap the digital transformation initiative on the board: workstreams, milestones, dependencies, stakeholder ownership. Snap it. The summary becomes the transformation program charter before anyone leaves the off-site.
Map the current-state underwriting flow, mark the pain points, design the future-state process. Snap both boards. The summaries give your process design team a structured before/after to build from.
Draw the risk landscape: exposure categories, mitigant effectiveness, emerging risks. Snap the board. The written summary becomes the pre-read for the formal risk committee meeting — structured and consistent, not reliant on one person's notes.
New banking product design: customer need, proposed features, competitive differentiation, regulatory considerations. All on the board. Snap it. The summary gives the product team a structured brief to take into the next stage of development.
Map the regulatory action items, the response workstreams, the evidence-gathering requirements. Draw the timeline. Snap it. The structured output gives the compliance team a clear action plan aligned with what was agreed in the room.
BoardSnap's VisionKit scan step runs on-device — no whiteboard image leaves the phone during perspective correction. AI summarization sends text and image content to BoardSnap's API over TLS. For boards showing customer data, account information, or material non-public information, review your institution's information security policies before using the cloud summarization feature. The on-device capture step does not generate external data transfers.
The capture step (VisionKit perspective correction) runs entirely on-device with no network transfer. AI summarization sends content to BoardSnap's API. For materials subject to banking secrecy laws or customer data regulations, review your data classification policies before enabling cloud summarization. Many banking whiteboard sessions don't involve regulated data — for those, BoardSnap works without restriction.
Yes. Snap. Tap Analyze. Read the summary. That's the entire interaction. No configuration required for basic use — the brand voice feature and Projects are there when you want them.
Copy the summary text and paste it into email, Teams, or your document management system. BoardSnap produces clean text output that moves anywhere.
BoardSnap is a standard App Store app. It can be used on personal or corporate iPhones. For corporate use with sensitive content, IT teams should review the app's data handling practices against your MDM and acceptable-use policies.
BoardSnap is designed for iPhone. The camera and form factor of iPhone make it the fastest tool for walking up to a board and snapping. iPad support may be added in a future version.
Snap a board. Get a clean summary and action plan tied to your team.