Confero Bank Finance Svcs: Mystery Shopping

Mystery shopping and audit services to check

In branch sales and lending services
Financial center services
Small business banking services
Insurance inquiries
Mortgage lending inquiries
Telephone inquiries (recorded and nonrecorded)
Teller transaction services
Stockbroker telephone services
Call center service and compliance (through recorded or non-recorded telephone mystery shopping)
Prepaid card purchase compliance shops
Competitor offerings
Operational weaknesses
Risk and liability potential
Regulatory compliance

Customer Experience & Employee Motivation Services

Monitor social media about your venues to ensure positive feedback. Respond to social feedback directly from our Compass™ online reporting tool.
Survey customers during their visit or after using mobile technology or interviews.
Dig deeper into customer personas and purchase journeys using focus groups.
Reward star performers or an entire team with branded virtual or physical gift cards showing your company logo and appreciation message

Case Studies

Head to Head Competitive Shop Analysis: Brokerage Services

A national online brokerage firm was interested in comparing their hold times, servicing and selling skills with a group of their competitors. The client had specific criteria to apply consistently to all firms in the study, so that appropriate comparisons could be made. The client also wanted the study to be strictly confidential so that […]

Cross Selling and Referrals: Bank Branches

A regional bank with 300+ branches was interested in ways to get their tellers to focus on referring customers to the platform for additional product opportunities. However, they were concerned about how to roll out the training. They were also concerned about introducing another criteria to their mystery shops and how that new criteria might […]

Head to Head Competitive Shop Analysis: Bank Branches

A major US bank needed to determine competitive customer service advantages and deficiencies as it expanded its footprint into new markets. Its recent expansion into new markets was a result of an acquisition and the bank needed to quickly size up the competitive landscape, as the bank was competing in the new markets against a […]

Blogs

Stockbrokers.com Annual Review Includes Confero Telephone Mystery Shopping Results

04 Apr, 2019 by Confero Inc.

Confero announced that that the firm recently provided telephone mystery shopping research for the 2019 annual Stockbrokers.com Online Broker Review. The research included gathering of 4,544 data...

Why Confero?