Branch network review for a credit union
A credit union with sixteen branches across Ohio and western Pennsylvania keeps its network review on one map. Branches, ATM-only sites, competitor branches and proposed locations share the view, each with members served, annual transactions, deposits and lease end. Every branch carries a recommendation and the reason in a concrete sentence: drive-time overlap, a lease cliff, falling counter traffic. Filter to the closures, check the savings, and send the board a link.
A sample map: its businesses and people are invented.
Who needs a map like this
Who it’s for
Retail banking and credit union executives deciding which branches to keep, move, convert to ATM-only or open
What it’s worth
A branch costs $400k to $1M a year to run. Laying branches, ATMs and rivals over deposits and transaction trends shows which two can consolidate with no member loss, and gives the board a map to vote on instead of a 90-slide deck.
What to notice in this map
- Four categories put branches, ATMs, rivals and proposed sites in one view
- Recommendation filter isolates Close, Relocate and Convert to ATM
- Range filters on members, transactions and deposits find weak branches fast
- Each description gives the case: overlap, lease cliff or traffic
- Branch manager button calls the person who knows the site
Open any place on the map to see its details and buttons.
Make one like it in an afternoon
You don't need a developer. These are the four steps, in Create Mappins.
Step 1
Create a Directory map and add four categories: Branches, ATM-only, Competitor branches and Proposed.
Step 2
Add fields: a Recommendation choice, numbers for members and transactions, a deposits money field and a lease date, each set to filter where useful.
Step 3
Add a phone field called Branch manager phone and give it the button Branch manager. Add the Ohio and Pennsylvania outline from the data library.
Step 4
Add each site by address, write the case for its recommendation in the description, then share the map link with the board.
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Build the map your business needs
Start free: up to 3 maps. Import your own data, add photos and details, and share one link.