Banking - Branch Operations

Case Study 85: Maple Retail Bank Branch Network

Marketing-optimized case study for Canadian SMBs.

CAD 199,000

Annual Savings

2,757%

ROI

0.4 mo

Payback

Banking - Branch Operations

Industry Focus

Executive Summary

A retail bank reduced teller inquiries and automated appointment scheduling, improving customer experience and reducing staffing pressures.

Challenge

Branch staff spent large portions of the day responding to common inquiries and scheduling requests.

Solution

MapleReceptionist Enterprise for customer inquiry automation
MapleWorkflow for appointment scheduling
MapleReports for service KPI tracking

Technical Stack

MapleReceptionist Enterprise (branch inquiries)
MapleWorkflow (appointment & service flows)
MapleReports (service KPIs)
Core banking system (account data)
CRM System (member engagement)
Google Workspace
Secure messaging (customer communications)

Rationale

Retail banks use core banking systems with CRM and secure communications to coordinate branch service.

Key Metrics

Improved

Branch inbound calls reduced

Improved

Appointment utilization improved

Implementation Timeline

Weeks 1-2

Experience mapping

Weeks 3-5

Workflow and bot setup

Week 6

Pilot launch

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 7,000	CAD 199,000	2,757%	0.4 mo
Hybrid	CAD 95,000	CAD 199,000	110%	5.7 mo
Custom Build	CAD 240,000	CAD 199,000	-17%	14.5 mo

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