Confero Blog

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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Confero, Inc. Adds Communications Manager

by Confero Inc.

CARY, N.C. —Elaine Buxton, president of Confero, Inc., (www.conferoinc.com), a national customer experience measurement firm, has announced that Katie Bean has been named communications manager. In this position, Bean will handle communications with the firm’s shopper community as well as the community at large, maintaining Confero’s presence on social networking sites such as Facebook and Twitter. Additionally, she will be responsible for client education and survey design. Bean began as an intern at Confero and has more than four years of industry experience. A native of North Carolina, Bean earned a Bachelor of Arts degree in history along with her N.C. Teaching Certification from N.C. State University. She resides in Cary and stays involved with the community through coaching softball at both Green Hope High School and Apex Parks and Recreation.

Confero, Inc. offers customer service mystery shopping evaluations, customer brand support services, customer satisfaction research,

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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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Refer a Friend and You Could Win $50!  List updated October 30, 2009

by Confero Inc.

Updated 10/30/09.
We are pleased to announce our newest Shopper Hot Spots areas.

These are areas in which we need to recruit additional mystery shoppers for a variety of reasons:

  • We need shoppers who live near the locations being shopped, especially in this time of high gas prices!
  • Shoppers are rotated so several shoppers are needed in each location being shopped, even in small-town markets!
  • We may have new programs starting in an area.

Current Hot Spots….

These are the cities in which we need shoppers NOW and we would appreciate your referrals. At the end of each month, we will draw the name of one lucky referrer who will receive a $50 bonus from Confero (to qualify, your referred friend must have successfully completed a mystery shop).

We will announce the winners here each month (in such a way that identities are kept secret!)

Just click on a city below

We welcome all referrals, but only those for the cities below will qualify for the monthly drawing.

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