Financial Services Mystery Shopping

Financial Services Mystery Shopping & Customer Experience Solutions

The financial services you provide are top notch; however, have you stopped to think about the customer experience you’re providing your customers? With the help of Reality Based Group, you can ensure your customers’ experience is top notch just like your financial services. Our closed loop program design delivers both ROI and is exclusively created with your specific needs in mind. Our unique outlook helps us to concentrate on your objectives from the very start of your program design. We are with you through every step including employee training and coaching. Using solutions like our written financial services mystery shopping, video mystery shopping, phone mystery shopping, customer satisfaction surveys and more, RBG assists you in delivering the type of customer experience that will have your customers singing your praises – bringing both new customers and letting you retain the tried and true.

Financial Services Mystery Shopping Insights & Solutions

At RBG, we don’t just collect data. We collect the right data and make it work for you by focusing on both revenue-driving and actionable behaviors. We know the solutions that will work to improve your customers’ experience while improving your bottom line. In this day and age, competition among financial service providers is fierce and our solutions can set you apart.

  • GameFilm® – Video Mystery Shopping
    GameFilm® eliminates any possibility of “he said, she said” and allows you to focus on pure improvement. The original invented by our Founder.
  • Mystery Shopping Plus – Written Mystery Shopping
    Put scorecard design and build front and center with our Financial Services Mystery Shopping Plus. Our experienced shoppers then assess your financial services based on your tailored scorecard.
  • Real Calls™ – Phone Mystery Shopping
    Real Calls™ allows you to evaluate how phone interactions with your customers, often the initial inquiry method a potential customer makes with a business, are being handled.
  • Real Feedback™
    Not all customer satisfaction surveys are created equally, Real Feedback™ gives you insight into the more subjective realm of customer satisfaction with our evolved surveys.
  • Additionally, any of our solutions can be combined as necessary to fit your needs.
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Why Choose RBG over other Financial Services Mystery Shoppers?

You need a partner you can trust when it comes to delighting your customers. RBG has provided financial services mystery shopping for more than 20 years and we deliver experience, expertise and the type of tailored program design you need. We don’t just collect data, we measure, analyze and make it work for you. Our unique program is one of our greatest differentiators, one you can count on to deliver the objectives you’re looking to fulfill.

At RBG, our success is your success. Businesses from small to large see the results they need by partnering with us. From focusing on actionable behaviors to employee training and coaching, we give you the tools to succeed. We are RBG and we want to help you evolve your customer experience today.

Let’s start a project, get in touch, or just say, "Hello!"