Confero Blog

Announcing Confero COMPASS and Log In Method Changes for Clients

by Paul Jacobi

With the re-launch of the Confero website , clients will now log in by visiting www.conferoinc.com and then click on “Client Log In”. The look and feel of our client reporting site has changed as well. However, the reporting functionality within the site remains the same. We believe this enhancement will make it easier for clients to locate their log in information. The new look and feel is easier to navigate and should be easier for our clients and their managers to navigate.

Our reporting web has been renamed “COMPASS”. We believe this name more accurately describes the various program information we are gathering for our clients. Far more than mystery shop reporting, the COMPASS site aggregates customer satisfaction research, web surveys and IVR , auditing reports and more. Add into the mix our new Manager Action Plan (MAP) feature and it’s easy to see why COMPASS was the name that fit!

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Mystery Shopping Call Scenarios for Banks

by Elaine Buxton

Considering telephone mystery shopping call scenarios for your bank ? A good starting point is to think about the client interactions that are most critical to the achievement of your bank’s sales and service goals.

For example, if your goal is to become the bank of choice for those relocating into the area, include a phone shop where the shopper calls a branch, tells the employee that he/she is new to the area and is considering several local banks before making a decision. Then measure the interaction based on the employee’s friendliness, knowledge and willingness to “close” the sale.

If your goal is to capture more business from CD “rate-shoppers”, include a measurement to determine if your employees go a step further when providing the client with basic CD information. For example, mystery shoppers listen to see if the employee simply quotes a CD rate or if the employee asks the client additional clarifying questions before quoting a rate. They also listen to see if the employee invites them to come into the branch to open the CD.

You might also be wondering about how well your front- line employees handle complaints via the phone.

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New Project Self-Assign Shopper Test

by Confero Inc.

Be on the lookout for new shops on our job board! Today we are releasing a new set of shops as self-assign only. These shops are for a new program that requires shoppers to attempt to purchase a pack of cigarettes using a competitor’s coupon. These are easy shops with a short, concise survey.

Qualifications for this program:

  • Shopper must have a verified Social Security Number in our system. Please visit your Shopper Profile to confirm.
  • Shopper must have a rating of 7 or higher.
  • Shopper must read the shopper guidelines and pass the self-assign shopper test.
  • You do not have to be a smoker to participate in this project – your final purchase will NOT include cigarettes

This project is one-time only and must be completed within only a few days. Passing the test is required for all shoppers interested in these shops. We need shoppers who are self-sufficient; shoppers who read the guidelines and follow them without issue. We need shoppers who are dependable and will complete the shop on time and at the correct location. We need shoppers who will submit their validation and online survey without reminders.

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Confero Profiled in Triangle Business Journal

by Confero Inc.

Cary, NC — October 2, 2009 Confero Inc. was profiled in the Business Journal’s “Sales and Marketing: Sales Stories” section this week. Click here to read the full article entitled: Using Metrics to Help Retail Shops Sell More”.

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Confero Reiterates Consumer Warning of Scam Artist Posing as Confero Recruiter in Fake Checks Scam

by Confero Inc.

Update….
Many consumers have received checks in the mail along with a letter on official-looking Confero letterhead. These are fake.

Confero does not send checks to shoppers as payment to shoppers.

Confero does not issue certified checks for shoppers to use during mystery shops.

Confero does not shop Western Union or Moneygram.

Also, add the names Melissa Cole and Timothy Reeds to the list of fake Confero scheduler names being used.

Most of the fake checks we have been made aware of are drawn on BBVA or Compass Bank. Confero does not have an account with those banks. THE CHECKS ARE FAKE. DO NOT CASH THEM. Click here to see BBVA Bank’s consumer alert about the scam.

As discussed in earlier posts, we have received requests from would-be mystery shoppers asking that we validate the employment of Robert Preston, Micheal Thomforde, James Clayton, Paula Moore, Carlos Burnett, Chris Jordan and now Alexander Hopkins. None of these persons work for Confero. These are made-up names used in official-looking email messages from people trying to scam unsuspecting consumers. Sometimes, the scam emails have been spoofed to look like the message is from Confero and to hide the true origin of the email. Other times, the sender simply pastes the Confero name or website into his or her email message. Either way, these scammers are attempting to fool consumers into thinking they are dealing with Confero.

Persons interested in legitimate mystery shopping may visit the Mystery Shopping Providers Association (MSPA) website for information about ethical, legitimate mystery shopping companies. Confero is a member of the MSPA. To register your interest to mystery shop for Confero,please visit the Shoppers’ Center tab above for complete details.

If you have fallen victim to this scam, or if you have been contacted by any of these scammers, please file a complaint with

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