Our Mission

Financial Shop Solutions is committed to providing results-oriented, quality information and superior service to our clients. Our aim is to offer innovative solutions that assist our clients in delivering product lines and service models that are appealing, competitively priced, and beneficial to their customer base, while maximizing revenue.

We have the resources, experience, and data gathering techniques – to help you stay ahead of the competition.

About us

Financial Shop Solutions, a privately-held corporation based in South Florida, is a competitive market research company which specializes in serving the needs of the financial services industry. Since 2008, we have combined extensive industry knowledge and mystery shopping data-collection techniques to deliver need-to-know information to various institutions nationwide. Utilizing customized reports prepared by our in-house team of experts, we provide our clients with the tools they need to maximize their fee income, plus help them gain an understanding of the features and functionality of various products and services.

Financial market Research Services - Financial Shop Solutions

Our Top Priority

Our clients are our top priority, so we work every day to ensure that our services are the industry’s best. That begins with clear and open communication among our team members. Our clients’ objectives are understood by our field personnel, as well as our in-house researchers and analysts, before the project starts. We also stay in contact with our clients during the survey process, providing status reports at different stages, and then we follow-up with all clients after we deliver the completed survey. This “open-door” approach allows our clients a layer of security, knowing that our analysis won’t only be comprehensive, accurate and reliable – it will fit their specific needs.

Before we can ask for a client’s trust, we must demand it from ourselves. That’s what we do, and it shows. Our method of researching the market, with our focus on excellence and integrity, allows us to report unbiased, accurate and up-to-date information to our clients about their competition.

Our methodology is known, proven and trusted in the industry. The quality of our client services is outstanding. Our team’s integrity and experience cannot be duplicated.


We are professional and diligent. Our goal is to provide exceptional client services before, during and after delivery of the survey. We recognize the complexity of our clients’ products and services, so we work with them every step of the way — from scenario development to final report delivery and follow-up.

  • No two surveys are alike. That’s why we work with our clients to help develop an extensive scenario, from volumes to asset size, ensuring consistency of the information gathered.
  • Interim status updates are customary and allow our clients to be involved during the process.
  • After delivery of the study, follow-ups are made in order to receive feedback and to provide clarifications, if necessary.

Why Us?

We unlock the mysteries of your competitors. You already know that the financial services sector is competitive and ever-changing. You need an edge – and that’s what we give you. Our expertise across a world of product lines and markets informs our projects with multiple layers of insight and understanding. We listen to your needs, then help you develop a customized solution, including as much information as you require, from pure pricing analysis to client service issues. In short, our team works hand-in-hand with you to bring you the information you need.

What our Clients are Saying

Believe me when I say that you have any/all future business for shops and that this information is a major help. Terrific service and a tremendous attitude. You are terrific! 

– Director of Consulting Services

From my perspective, you have gone above and beyond, and have met expectations 100%. I am most confident that management here appreciates your work as well. I am sure this is the beginning of a fruitful relationship with Financial Shop Solutions.

– Fee Project Coordinator

I really appreciative the level of detail in the information you provide.

– Senior Vice President and Retail Development Manager

You have been a blessing to us as you were able to get the information we need to make us look really smart. Thank you for your industry expertise.

– Managing Partner

It has given us all valuable insight into their current position in the market place and will be very useful as we work with them to develop strategy. Your specialized services were important to the successful launch of this project.

– Revenue Enhancement Solutions Coordinator

Are you ready to find out how we can help you succeed?