Bank Mystery Shopping

Bank Mystery Shopping & Customer Experience Solutions

We know you want your customers’ banking experience to be a great one. We can help you do just that. Here at Reality Based Group, your success is our success and we know the banking industry can be very competitive. We want to give you the leg up on that competition by helping you provide a world class customer experience. You know the customer experience isn’t just important; it’s imperative. Our unique, closed loop program design and bank mystery shopping services not only deliver ROI, but are tailored to meet your specific culture and team needs. Your employees remain one of your greatest assets and we help guide you through training and coaching your employees on revenue-driving behaviors all while improving customer loyalty. Our customer experience solutions include: standard bank mystery shoppers, video mystery shopping, customer satisfaction surveys and more and will take your business to the next level. Learn more about our banking mystery shopping solutions below.

Banking Insights & Solutions

With RBG, you benefit from our closed loop mystery shopping and customer experience solutions. Solutions we know will transform your banking business. Your bank mystery shopping & customer experience program is custom designed to collect relevant data on revenue-driving behaviors. Your team is then guided through training for improvement on these revenue-driving behaviors. At RBG, we don’t merely collect the data, we help you understand it through our revolutionary program design that gets results.

  • GameFilm – Video Mystery Shopping
    The original invented by our Founder lets you see your reality with real film of guests’ experiences, eliminating any subjectivity and letting you concentrate on improvement.
  • Mystery Shopping Plus – Written Mystery Shopping
    Develop a unique scorecard based on your goals and let our trained bank mystery shoppers evaluate your banking business.
  • Real Feedback
    Unlike the objective focus of other solutions, Real Feedback allows you insight into subjective customer data with our evolved customer satisfaction survey.
  • Real Check
    From manager audits to merchandising audits, we provide highly customized mobile audits to help you measure and maintain your operational procedures.
  • Additionally, any of our solutions can be combined as necessary to fit your needs.

“I have been working with RBG for over 10 years and needless to say I am very pleased with this company as a partner. Their Gamefilm technology has proven to be an invaluable training tool that our company uses regularly. Not only does GameFilm provide us with our eyes and ears, they analyze our stores and help us make recommendations as a true partner should. I would recommend RBG to any company wanting to stay competitive."

J. Verduzco
Executive Vice President

Why Choose RBG over other Banking Mystery Shoppers?

With RBG, you gain experience, expertise and our unique program design that can be tailored to fit your exact needs. We have provided bank mystery shopping for more than 20 years and will help you meet your goals through creating great customer experiences that increase revenue and customer loyalty. Other companies can collect data but we truly make that data work for you. We provide the most current tools and access to the best mystery shoppers so your goals become reality.

Let us show you how we help businesses, small to large, see the results they want. We want to help you succeed through our unique and tested program that lets you narrow in on areas for improvement and properly train and coach employees so your bottom line improves. We deliver the reality of your business and help you to transform it to meet your objectives.

Get In Touch With Us »

Featured Clients|A selection of some of our wonderful clients. Case studies »

Real Talk |News, thoughts, and musings on the evolution of Customer Experience. All news »

Contact Us »