What Sets Us Apart

We are Intelligence Gatherers first and foremost

  • We don’t count hours or worry about doing extra interviews.

  • We complete multiple pre-tests and provide interim reports to ensure the results are thorough and exact.

  • We blend Net Promoter Scores and Customer Journey Mapping with CI and mystery shopping to generate greater insights.


We are Educators

  • We lecture on competitive intelligence and mystery shopping at leading university executive programs.

  • And leverage this learning to add a broader understanding to the results.


We recruit interviewers and mystery shoppers well versed in banking and finance

  • In total, we have 315 interviewers and shoppers covering Canada and the United States.

  • They include accountants, business owners, financial advisors, mortgage brokers, and high net worth investors.