Financial Advisory

Case Study 100: Maple Financial Advisory Firm

Marketing-optimized case study for Canadian SMBs.

CAD 94,000

Annual Savings

2,250%

ROI

0.5 mo

Payback

Financial Advisory

Industry Focus

Executive Summary

Client onboarding, document intake, and review reminders were automated, freeing advisors for client-facing work.

Challenge

Manual onboarding and compliance documentation consumed advisor time.

Solution

MapleSecure Pro for secure document intake
MapleWorkflow for review cycles
MapleReceptionist Basic for client FAQs

Technical Stack

MapleSecure Pro (secure client document intake)
MapleWorkflow (client lifecycle automation)
MapleReceptionist Basic (client FAQs & appointment routing)
Financial CRM (advisor-client management)
Portfolio/Reporting Tools (generic finance analytics)
Google Workspace (email & calendaring)
Payment Processor (Stripe/ACH billing)

Rationale

Financial advisory firms use secure intake, CRM, and portfolio tools tied to workflow automation.

Key Metrics

Improved

Onboarding time reduced

Improved

Advisor capacity increased

Implementation Timeline

Weeks 1-2

Onboarding design

Weeks 3-4

Setup

Week 5

Training

Pricing & Delivery Options

SMBs can choose a Maple SaaS deployment, a hybrid integration with existing tools, or a custom build. The pricing below reflects realistic first-year ranges for each option.

Approach	First-Year Cost	Annual Savings	ROI	Payback
Maple SaaS	CAD 4,000	CAD 94,000	2,250%	0.5 mo
Hybrid	CAD 45,000	CAD 94,000	109%	5.8 mo
Custom Build	CAD 140,000	CAD 94,000	-33%	18.0 mo

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