Bank & Credit Union Mystery Shopping Testimonials

Read what these banks and credit unions have to say about our mystery shopping services

Over the years, Customer PerspectivesTM has built an impressive client list in the banking and financial services sector. We’ll let a few of our clients tell you how our mystery shopping services have helped them improve their customer service experience.

Logo of Bank of America, a Financial Institutions Client of Customer Perspectives

“Customer Perspective’s ability to help us evaluate events at our clients in invaluable. Their ability to modify the evaluation form we use to measure event performance, and quickly get that back into production, helps us better understand, and make improvements to our sales process and event set up.”

Bar Harbor Bank Logo

“You and your team went to work and helped us to customize our current audit… Your team was, and continues to be, very supportive in providing timely assessments, something that is critical to us as it is a component of our quarterly goal program. We find the on-line accessibility to be a great feature, allowing us to pull the information as needed, as well as send to others throughout the organization.

We recognize the significant value in this form of feedback, and look forward to our continued relationship.”

Biddeford Savings Logo

“Customer Perspectives works with us to tailor the questions to our service standards and sales process. Their reports are extremely valuable to us as they provide detailed feedback which we can use for individual coaching and bank-wide training purposes. If you are looking for professional, timely and actionable mystery shop services, consider Customer Perspectives.”

Logo of Citizens Bank, Financial Institutions Mystery Shop Client

“Beyond the shops, which were customized to meet our needs, Customer Perspectives was very responsive to special shop and reporting requests, always meeting required timeframes. The staff is efficient, organized and has always provided Citizens Bank with excellent customer service. I would strongly recommend Customer Perspectives to any business interested in improving sales and service delivery.”

East Boston Savings Bank Logo

“Customer Perspectives has been a long-term partner of our Bank in helping us build and maintain a strong sales and service culture. The mystery shops they provide give us a clear picture of how we are doing relative to our sales and service standards and provide us with important feedback that we use to coach and counsel our staff to improve performance. We are very happy with our relationship with Customer Perspectives and expect that it will continue for many years to come.”

Logo of Florence Savings Bank

“Thanks, as always, for your prompt response to my questions and comments. It’s what makes your company great and so wonderful to work with.”

Marlborough Savings Bank Logo

“Marlborough Savings Bank has been using Customer Perspective’s mystery shops for nearly a decade and they have become an integral part of our strategic plan. As a community bank touting our exceptional customer experience as a differentiator, we’d better be able to deliver. With Judi and her team, we’ve been able to identify areas of strength and weakness in the service and sales experience which drives our training initiatives and determines our approach to crafting a branch staff with the right skill set. Our early years saw significant room for improvement but we’ve come a long way. Many of our current staff now receive mystery shops with scores of 100% and even more importantly, this has translated into customer testimonials that make my socks go up and down. Thank you Customer Perspectives!”

NexTier Bank Logo

“…I have found everyone at Customer Perspectives to be very friendly, outgoing and responsive to our needs.”

“…I am really impressed with the ability that you and your team have in accommodating our constantly changing needs, as well as the ability to find solutions to simply get the job done… Your staff consistently displays a high level of attention to detail and always responds quickly to our needs…”

“I can’t express enough how refreshing it is to do business with a company that really views themselves as a business partner that brings value to a relationship. The flexibility that you and your team have continues to impress me with every interaction.”

Northeast Credit Union is a Financial Institutions Mystery Shops Client of Customer Perspectivees

Customer Perspectives provided us with a way to measure our member service and sales ability of the branch personnel using customized forms to meet our needs. The shopping reports are a tool we can use to train our staff and managers. We get the reports promptly and each are completed with consistency and clarity so we can ensure the level of service provided at each branch location is at the level we expect. The staff at Customer Perspectives are very professional, provide us with regular contact and feedback and are a pleasure to work with. We have used other companies without the success and satisfaction that Customer Perspectives has provided.”

Service Credit Union is a Financial Institutions Mystery Shops Client of Customer Perspectivees

“Through my 26+ years of working at credit unions, one thing has stayed constant and that is my reliance on mystery shops provided by Customer Perspectives. Their online reporting system is top notch and allows us to export data so we can review on a branch or employee level. We work with the experts at Customer Perspectives because they know what is going on in the retail world and come up with questions that we might not be thinking of asking mystery shoppers. Their staff is always willing to adapt and work with us on what we need for reports. I highly recommend any business (small or large) to look no further than Customer Perspectives for their mystery shopping needs!”

Triangle Credit Union Logo

“I have seen a lot of value in getting such an independent evaluation and observation about what we think we know to be “how things work”. Thanks very much for making it so easy for me to set things up and for being so supportive. You and your team have been great to work with.”

Watertown Savings Logo

“For many years we have utilized the Customer Perspectives mystery shops to provide objective feedback on our customer service. A mystery shop conducted in our branch office yesterday, can be reviewed by Customer Perspectives today, and on my computer screen tomorrow morning.”

“Our branch managers value the shop reports and use them to have meaningful conversations with staff. In fact, the shops are frequently referenced on an individual’s year-end performance appraisal.”

“Customer Perspectives works effectively with us to design and implement our mystery shopping program. This is not a static process, but one that has been customized and enhanced over the years. We have found that Customer Perspectives provides a valuable service; one that is a constructive component of our quality service standards.”

Logo of Webster Five Cents Savings Bank

“Your thorough and professional shops are a great training and monitoring tool. We pride ourselves in our level of customer service and this analysis helps us monitor our progress consistently.”

“The Shoppers’ comments add an element of personalization that other mystery shoppers do not offer. We have referred Customer Perspectives to another vendor because of the quality of the information we receive, and because we always feel we are treated with respect and professionalism.”

Click to read testimonials from our retail mystery shopping clients or contact us today to learn how we can help your bank or financial institution improve its customer experience.