Case Study: Investors Group achieves 75% printing cost savings and streamlined, secure boardroom efficiency with Diligent Boards

Investors Group Improves Boardroom Efficiency With Diligent Boards™

Investors Group, part of IGM Financial, provides personalized financial services across Canada and maintains a 21-member external board spread across the country. The board struggled with unwieldy paper-based packs that often ran to thousands of pages, creating high printing and mailing costs, logistical headaches for directors who traveled frequently, risks to document security, and operational burdens for administrators.

After evaluating multiple vendors, Investors Group selected Diligent Boards™, implemented it smoothly with optional training, and quickly replaced paper workflows. The portal improved director engagement and preparedness, offered secure mobile access and annotation tools, and enabled granular access and printing controls—delivering a 75% reduction in printing costs and a more efficient, secure boardroom experience.

Investors Group

Mae Robillo

Corporate Secretarial Specialist