Banking Mystery Shopping Tip – Choosing the Right Questions for a Financial Advisor Mystery Shop
Introduction Financial institutions, whether banks, credit unions or brokerage firms often (and rightly so) create inspiring statements of what their advisors will do to help clients achieve their financial dreams. RBC’s website, for example, reads, “Our advisors take the time to understand your life’s vision, customizing solutions based on your goals and aspirations.” While Assante’s […]
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Mystery Shopping: How to Avoid A Catastrophe
Is your Mystery Shopping program keeping you up at night? Do you need to stave off a Mystery Shop Catastrophe? We’re not talking about fixable mistakes or miscalculations but a real foul-up in your study that cannot be undone. To get that perfect amount of sleep and wake up refreshed, below are 10 mystery shopping […]
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Understanding the Impact of “Customer Churn”
Customer churn should be top of mind for all organizations. The importance of a strategically executed customer onboarding program was our last topic. Such a program cements new customer loyalty and commitment. A strong onboarding program also sets the stage for the new customer bringing you more of their business. However, the flip side of […]
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