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Financial Services Mystery Shopping

Vital and objective brand insight to improve your customer experience.

Financial Services Mystery Shopping

For nearly two decades, ath Power has been helping financial institutions optimize operations, deliver on their brand promises, and maximize their sales potential with our nationally recognized financial service mystery shop programs.  Our programs encompass our specialized approach to real-time information gathering about customers and employees, and every program is tailored to each client’s unique corporate objectives.

Utilizing our comprehensive and the industry’s largest and strongest national database of financial services audit providers, a3 Audits™ are performed in various ways including anonymous onsite visits and calls to branch locations.  The process captures the vital information that defines the standards of exceptional personal service and presents objective insight into clients’ strengths and weaknesses.  a3 Audits™ provide the necessary tools and processes to measure, manage and improve the delivery of an exceptional, consistent, and branded customer experience.

How Financial Services Mystery Shopping Can Help Your Organization

As much as you would like to, you cannot be at every location all of the time to ensure that your front-line staff is carrying out your brand promise.  But we can.  Our financial mystery shop programs are a valuable tool in helping organizations see through the customer’s eyes to assess all elements of the customer experience, including:

  • Customer satisfaction
  • Customer loyalty
  • Overall customer experience
  • Compliance
  • Staff friendliness and engagement skills
  • Sales & service processes
  • On-site branding
  • Your competitive environment
  • Training needs and effectiveness

Understanding your customer and his/her experience with your organization — whether in-person, via telephone or on-line — is essential in targeting new business and retaining current customers.  Using our financial mystery shopping services, you can achieve those goals by identifying key areas to improve on, and then implementing a success strategy based on our actionable recommendations. Our programs have helped clients from all lines of business within the financial service industry see improved employee performance, increased loyalty and retention rates, and maximized profitability.

Let our expert team of managers and analysts deliver you a fully customized mystery shop program to meet your current and on-going financial services mystery shopping needs.

Request A Free Financial Services Mystery Shopping Consultation