Less paperwork, and more people-work

Mainstreet Credit Union frees staff to focus on people, not paperwork.

3 min read

Mainstreet Credit Union

A nonprofit financial institution in Ontario, Canada, that offers banking, borrowing, and investing financial services with personal advice.

What’s the problem?

Too much time was spent reviewing, editing, and sharing documents like contracts, policies and customer records. And research shows that financial professionals spend as much as 20% of their week just managing these documents.

The right solution had to protect customer data, last for years, and be a tool employees actually enjoyed using. Their productivity was banking on it.

Two colleagues discussing something in an office environment

Turning the page

The device: reMarkable Paper Pro.

In client meetings, staff found themselves spending less time shuffling documents around, and more time listening.

All employees now had one space for all their notes and documents. This paper tablet can store tens of thousands of documents, but at just 5.1 mm thin, it’s easy to slip into a bag. The paper-like screen is perfect for annotating PDFs, and handwritten notes could be turned into typed text, ready to drop into reports and emails.

Unlike other devices that need to be charged daily, the device lasts up to two weeks. And to keep information safe, reMarkable Paper Pro supports security features like hardware encryption and mandatory passcode protection. Thanks to Connect for Business, IT now manages every device in one place, keeping them updated and secure. All employees need to do is open up their tablets, and get to work. It’s that simple.

“I know where everything is.… it streamlines and reduces friction. That’s worth money to us, because it makes it possible to move onto the next thing and improve our process.”

-Jamie, Mainstreet employee

Man in deep thought

The results

Our 10-week pilot showed paper tablets saved each employee nearly two and a half hours a week. This means more time for customers, and not paperwork.

74% less time spent gathering and printing meeting documents

55% less time spent writing out handwritten notes

41% less time spent organizing notes and documents

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