Maple AI Consultants

AI consulting case studies by Joel & Nanz Inc.

Financial Services • 18,000 Members

Case Study 42: Credit Union

Marketing-optimized case study for Canadian SMBs.

$172,000
Annual Savings
385%
ROI
3.7 months
Payback
Financial Services • 18,000 Members
Industry Focus

Executive Summary

Member Service Chatbot: AI handles balance inquiries, transaction history, card activation, loan rate quotes, and branch/ATM locations 24/7 via web, mobile app, and SMS.

Challenge

Solution

  • Member Service Chatbot: AI handles balance inquiries, transaction history, card activation, loan rate quotes, and branch/ATM locations 24/7 via web, mobile app, and SMS.
  • Loan Pre-qualification: Automated credit decisioning for auto loans, personal loans up to $25k. Instant pre-approval with rate quotes.
  • Fraud Detection: ML monitors transactions for suspicious patterns. Alerts members via SMS for verification with one-click fraud confirmation.

Technical Stack

Key Metrics

58%
Call center volume reduced 58%
24
Loan application to decision time reduced from 24 hours to 3 minutes
$84
Fraud losses reduced $84k annually
4.3
Member satisfaction improved from 4.3 to 4.7
12
Member service staff reduced from 12 FTE to 7 FTE ($142k savings)

Implementation Timeline

12 weeks including security audit and regulatory compliance review

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