In every industry, it’s more profitable to serve existing customers than to acquire new ones. The financial services sector is no different. However, due to regulations, compliance requirements, and the complexity of product offerings, employee interaction with your customers is a crucial component.
Jancyn surveys and mystery shopping services can help you determine how your staff measures up, including branch testing to ensure procedures and standardized processes are being followed. We offer both phone and in-person visits, focusing on hospitality, customer interactions, associate knowledge, and cross-selling efforts.
Jancyn mystery shoppers evaluate the branch’s appearance for overall attractiveness as well as determine how well it adheres to corporate core standards. Our phone interviews assess your financial institution’s voicemail procedures and the effectiveness of getting the desired information quickly and efficiently.