Mystery Shopping for Financial Services

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Financial Services Mystery Shopping

Maintain high service standards with mystery shopping financial services

Elevate your financial services customer experience with our unique mystery shopping solutions

Want to ensure a top-notch customer experience for your financial services? Leverage our unique mystery shopping financial services to the best of your interest! 

Our team of versatile mystery agents specialises in conducting mystery shopping assessments for financial industry. They possess a comprehensive understanding of customer experience in various industries. This allows them to provide a detailed assessment of your organisation's performance.

Specialised and intensive evaluation process

We specialise in conducting thorough mystery shopping research for financial institutions such as banks, building societies, and other financial services companies. Our services include:

  • Evaluating interactions between staff and customers
  • Reviewing the delivery of savings, investments, and mortgage advice.
  • Conducting visits to provide detailed customer insights to your compliance, audit, and customer experience teams.

Mystery shopping financial services: understanding your organisation's performance through covert audits

Our mystery shopping programs are designed to examine key moments in the financial sales journey. These enable you to understand your organisation's performance better. We perform audits of your organisation by collecting hard evidence to evaluate various customer service touchpoints.

We accomplish this through covert video mystery shopping, audio device recording, or detailed written mystery shopping reports.

Each program we offer is tailored to meet your specific needs, regardless of whether you are a bank, building society, or another type of financial services organisation. Our criteria are customised to ensure that you receive a perfect fit.

Mystery Shopping Solutions That Work For Your Business

At MyCX, we don’t just collect data. Instead, we focus on collecting the right data that will be valuable to you and your business. Our team analyses revenue-driving and actionable behaviours to provide solutions to enhance your customers' experience while boosting your bottom line.

In today's highly competitive financial services industry, our solutions can make all the difference in setting you apart from the competition. We understand the importance of providing exceptional customer experiences and how it can impact your business.

So, if you would like to find out more about our mystery shopping financial services or partner with us.

“The well-satisfied customer will bring the repeat sale that counts.”

Don't hesitate to Contact Us

Contact us today to learn more about how we can empower you with the data and insights you need to improve your customer experience.

Financial Services Customer Experience with Mystery Shopping Solutions]

Expert Mystery Shopping Financial Services for Growing Your Business

With years of experience, we specialize in evaluating customer service and developing strategies to expand your financial business and client base. Our team provides feedback from mystery agents to more than 500 financial institutions and banks throughout the country. We utilise state-of-the-art systems and processes to train our staff and offer feedback and strategies to enhance your market reputation. 

Our mystery consultants undergo a rigorous induction and training program to equip them to meet the unique requirements of any business.

We value customer satisfaction, which is why we provide our services. Happy customers are more likely to become returning customers. We believe in the importance of providing exceptional customer service to help you grow your business.

  • Targeted Approach
  • Competitive Pricing
  • Quality of Advice
  • Compliance with specifications
  • Amiable Behaviour

Get in touch with us to avail our mystery shopping financial services and stay ahead in your industry. Book your mystery shopper with us today! 


My CX has been empowering our clients with the insights and data they need to make a tangible difference in their customer experiences for years. Check out some of our latest and greatest testimonials from real-life clients who have experienced the My CX difference.

TKW Research provides highly responsive client leadership – they won't leave you waiting for an answer! They asks the right questions at the right time and ensures her team delivers what is promised. They are great to work with – and are always able to flexibly adapt to our changing needs and proactively finds ways to help us to the job better, cheaper and faster.

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Charles Coulton

Founding Partner at Whereto Research

I have approached TKW Research on multiple occasions for fieldwork quotations, and they are always careful to ask the right questions to fully understand the brief, but then uses their expertise to really flesh out the practicalities of the job - which is what we all want from a fieldwork partner! They go also go above and beyond to meet client deadlines and co-present pitches, which is so appreciated on large jobs.

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Kim Sullivan

COO at Orima Research

Zoos Victoria have been working with TKW for seven years. They have been excellent in pinpointing our strengths and weaknesses in the Admissions and Retail areas of our business. Their unbiased mystery shopping results have enabled us to continually improve our sales and visitor experience front-line teams. Their service is always professional and prompt and I highly recommend using TKW for your mystery shopping research.

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Eamonn Verberne

General Manager at Memberships Zoos Victoria

Bridgestone select implemented face-to-face mystery shopping at all of our Bridgestone select stores. My CX offered an easy to use solution, delivering us an outcome with minimal fuss and the ability to adjust the program at short notice.

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Adam Trembath

Congratulations from us all on such a stellar job smashing the target at the State Library. You exceed the target every time! We all really appreciate this - please pass on our collective thanks to the team.

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Lucy Shorrocks

TKW is a long-standing, experienced company with national coverage and capability. They will do what is required to get the job done and aren't afraid to put forward alternate suggestions as to how a methodology or approach could be improved. TKW has provided excellent field services to Painted Dog on this project over the past 9 years.

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Chris Batini

“The well-satisfied customer will bring the repeat sale that counts.”

Don't hesitate to Contact Us

Contact us today to learn more about how we can empower you with the data and insights you need to improve your customer experience.