• Customers value experiences.

Banks handle many transactions for customers, ranging from deposits and withdrawals to loans and stock investments. It’s important for customers to feel comfortable putting their financial future in your hands.

Customer Experience Solutions for Banks

IntelliShop offers mystery shopping for banks, credit unions, investment companies, and other financial services firms. We can evaluate:

We’ll tailor your bank mystery shopping program to meet your specific needs and deliver a positive ROI. IntelliShop’s field evaluators can visit your bank in person or online, as well as call your bank on the phone. We also offer video mystery shopping services, so your team can see and hear exactly what it’s like to experience your brand through your customer’s point of view.

In addition to mystery shopping, IntelliShop offers compliance audits, competitor evaluations, and voice of customer programs to provide you with a holistic picture of your customer experience.

Receive Actionable, Detailed Reporting

At IntelliShop, we don’t just collect data. We work with you to understand your mystery shopping report and get the results you need to go from good to great. After the mystery shop, we’ll provide you with an actionable, story-like InSite™ report. We’ll explain which areas of your bank excel as well as help you create a rewards program for high performing associates. We’ll also work with you to provide a clear path forward on any areas that need improvement. Our recommendations are proven to help you retain existing customers, increase revenue, and improve the customer experience at your bank.


Real industry knowledge.

IntelliShop has experience working with all types of financial services firms. Drop us a line and find out what makes us different and how we can help make your business better.

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Analytics directly deposited.

Insite™ gives you real-time access to all your data via our industry-leading digital platform. We'll provide you with a custom portal, designed just for your brand.


An invested team.

We are invested in finding the people and best practices that make a difference in your business and creating programs and incentives to expand on what works.

Our Team

Guaranteed ROI.

IntelliShop helps you understand your customer experience at every touchpoint, with advanced analytics to help you hone in on the factors that affect financial performance.

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Or drop us a line. 419.872.5103