We are Intelligence Gatherers first and foremost
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We don’t count hours or worry about doing extra interviews.
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We complete multiple pre-tests and provide interim reports to ensure the results are thorough and exact.
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We blend Net Promoter Scores and Customer Journey Mapping with CI and mystery shopping to generate greater insights.
We are Educators
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We lecture on competitive intelligence and mystery shopping at leading university executive programs.
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And leverage this learning to add a broader understanding to the results.
We recruit interviewers and mystery shoppers well versed in banking and finance
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In total, we have 315 interviewers and shoppers covering Canada and the United States.
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They include accountants, business owners, financial advisors, mortgage brokers, and high net worth investors.