Banking & Financial

Our services help you monitor how your employees represent your stores, what information they provide in response to specific sales inquiries, how well they comply with relevant laws and your own best practices, and help you reward them for great work.


Mystery shopping and audit services to check

  • In branch sales and lending services
  • Financial center services
  • Small business banking services
  • Insurance inquiries
  • Mortgage lending inquiries
  • Telephone inquiries (recorded and nonrecorded)
  • Teller transaction services
  • Stockbroker telephone services
  • Call center service and compliance (through recorded or non-recorded telephone mystery shopping)
  • Prepaid card purchase compliance shops
  • Competitor offerings
  • Operational weaknesses
  • Risk and liability potential
  • Regulatory compliance

Customer Experience & Employee Motivation Services

  • Monitor social media about your venues to ensure positive feedback. Respond to social feedback directly from our Compass™ online reporting tool.
  • Survey customers during their visit or after using mobile technology or interviews.
  • Dig deeper into customer personas and purchase journeys using focus groups.
  • Reward star performers or an entire team with branded virtual or physical gift cards showing your company logo and appreciation message

Services We Offer

We offer a full suite of services to help our clients measure and improve their customer & employee engagement.
Click on each service to learn more.
Case Studies

Case Studies


What Our Clients Say

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Why Us

Why Confero?

  • Experience: our seasoned project leaders will design your program to get the analytics you need.
  • Right size, right partner. Large enough for your national program. Small enough for your regional program.
  • Best in class program design.
  • A proven history of long term, satisfied clients.
  • Actionable, easy to use reporting.
  • Unlimited dashboard views allow your management team to see their results, their way.
  • Reporting tools for every need.
  • Social monitoring tools that report alongside mystery shop, audit and on site reports.
  • Worthy of your trust. We are known for integrity.
  • Comprehensive quality control baked into every process.
  • Industry leadership. Active leadership in the Mystery Shopping Professionals Association.
  • Performance incentive procurement and fulfillment. Reward your star performers.

Contact Confero to see how we can help you.

Our Clients

Our Clients