In recent years, mystery shopping money lenders, banks, building society’s and financial services companies has become one of our specialist areas. This has involved us with mystery shopping basic services such as account opening and simple account transaction visits through to more complex scenarios such as investment products and loans. We have also become involved in the payday loan industry and have developed extensive knowledge within this arena.

We would be happy to speak to any company concerned with compliance issues and can provide open and honest advise on the successful application of mystery shopping to help monitor adherence to procedures and identify areas of non-compliance.

Our work in the financial sector can involve recorded telephone calls, written reporting and video reporting. We can also provide ‘audio’ only visits whereby the mystery shopper just captures an audio recording of the conversation. This works well in the financial sector where background noise tends to be low and it is easy to follow the conversation. Of course, all these techniques can be combined to create a programme that best suits your objectives and budget.

Our on-line reporting system allows fast distribution of results and in addition to a fully customised ‘dashboard’ which gives you an ‘at a glance’ view of performance, you also have access to a comprehensive suite of reporting and analysis tools.