Establish, Measure, and Motivate Employee Behavior
Our sales and service evaluation mystery shop programs focus on providing strategic information in the areas of:
- Improving sales practices
- Quality service behaviors
- Employee effectiveness
- Performance monitoring
- Adherence to training programs
Our mystery shop programs establish and monitor employee behavior occurring through in-person, telephone, and web/online communication channels. These measurements ensure a consistent and revenue-generating customer/member experience. Our programs help increase deposits, new account growth, cross-sales, and depth of accounts. Our experienced implementation team helps our clients establish sales and service standards that promote profitable behavior, meet established policies and procedures, and satisfy customer/member needs. We capture the in-branch or phone experience, analyze findings, and identify where our client is doing well and where they can improve. Our clients come from all sectors, including retail banks, credit unions, bank-owned and independent mortgage companies, insurance, brokerages, and mutual funds. Complete the form on the right for more information. You may also contact us directly at 800.848.0218 or by email.