Case Study: Pan American Bank achieves 20% ROI and saves 47,000 sheets of paper with OnBoard Board Management Software

A Leading Financial Services Provider Achieves a 20% ROI, Saving 47,000 Sheets of Paper

Pan American Bank, a leading financial services provider, was struggling with a wholly paper-driven board process — preparing 12 meetings a year and producing 156 individual board packs, with costly printing, binding and couriering for revisions. Directors also wanted tablet-enabled functionality and easier access to materials, so Pan American Bank selected OnBoard Board Management Software as their board portal solution.

OnBoard Board Management Software replaced paper board books with a secure, easy-to-use portal that let the corporate secretary create, update and distribute paperless board books in clicks, provide instant revisions, searchable archives and note-taking. The implementation drove rapid director adoption, reduced administrative time, delivered a 20% return on investment and eliminated roughly 47,000 sheets of paper annually.

Pan American Bank

Randy Blackburn

Executive Vice President and Chief Operating Officer