HOW WE WORK

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.

Quality Assurance

Both the quality and integrity of the data collected are critical to our success. Financial Shop Solutions has a strict procedure in place in order to ensure data reliability.

Survey Methodology

Timely and precise data usually requires on-site meetings with the selected institutions. We follow established scenarios that work with clients specifications.

Award Winning Reporting

Our reports are precise, detailed and accurate. Assuring you the data needed to make informed decisions for maximizing company profit.

 

Survey Methodology

Timely and precise data usually requires on-site meetings with the selected institutions.

  • We follow established scenarios that work with our clients’ specifications.
  • Our reports are developed through the use of a combination of mystery shopping techniques, in-house analysis and the knowledge of our research team.
  • 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.

Quality Assurance

Both the quality and integrity of the data collected are critical to our success. Financial Shop Solutions has a strict procedure in place in order to ensure data reliability.

  • Information gathered is submitted from competitors in writing when possible, and all verbal confirmations are verified before being reported, when possible.
  • Final reports must be approved in writing by our researchers, quality control specialists and, ultimately, our client services management. This process guarantees the quality of data and proper format of the information and ensures that the final presentation meets the client specifications.

Reporting Formats

Information gathered during our research is available for delivery to our clients in a variety of formats:

  • Matrices in Excel for side by side comparisons of fees and features
  • Executive summaries that describe key findings and conclusive strengths and gaps
  • Presentation of results in PowerPoint
  • Other special formats are available on request

Both the quality and integrity of the data collected are critical to our success. Financial Shop Solutions has a strict procedure in place in order to ensure data reliability.

- Mary Morgan CEO

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?