November 19, 2019
  • November 19, 2019
Mystery Shopping Financial Services

Mystery Shopping Financial Services

By on February 13, 2019 0 241 Views

If you are new to mystery shopping then you might think it’s all shops and restaurants that you will visit. That’s not the case. Mystery shopping financial services is a lucrative way of putting your observation skills to the test. As a mystery shopper, there are many ways in which you can make money. Mystery shopping financial services is just one of them. If you want a mystery shop that takes a little longer but earns you more money then you should consider mystery shopping financial services. It might be the one for you. Let’s take a look at some more detail at this important part of the economy and how mystery shopping can help improve standards that aren’t high across the board.

How To Get Started Mystery Shopping Financial Services

You might not be able to access these straight away. As these kind of mystery shops are more complex, your mystery shopping provider might need to see how you perform with other assignments first. Don’t worry, this doesn’t need to take a long time. You can be up and running in no time at all. In any case, you’ll want to practice elsewhere before you start mystery shopping financial services.

If you haven’t started yet, then we recommend Market Force as a great place to get up and running as a mystery shopper. They have a range of assignments and offer good support as well as reasonable fees. Check them out today – you might find that they are the one for you.

Mystery Shopping Financial Services

Once you have signed up for a few mystery shopping companies and carried out several assignments, you might be ready for mystery shopping financial services and all it entails.

Mystery Shopping Financial Services: Equipment

For most mystery shopping assignments you need very little. A quality smartphone will allow you to do the two essential things in most mystery shopping assignments –

  1. Keep a track of the timings
  2. Take images as required

And this will get you through most mystery shopping assignments. There is usually a requirements to take an image of your purchase, the receipt or the front of the location as well as sometimes needing to take a pic of your dinner. The amount of time it takes you to be served is vitally important to many organisations, with fast food restaurants being top of this list. For mystery shopping financial services, you will need to access these functions.

Mystery Shopping Financial Services

But there may be more. Mystery shopping financial services can lead to you needing either a Digital Voice Recorder or video recording equipment. This will allow the mystery shopping company and the financial services company to assess the quality of service delivered. Now, this is an investment, but when you consider that you can get this money back several times over on your first financial services mystery shop, it is worth it. If you take mystery shopping seriously then it can be vert rewarding.

Mystery Shopping Financial Services: On The Day

You might feel some pressure shopping and recording what you are doing. There will be many things to remember. In some scenarios, you just act as yourself. This is easy – you already know what to say! But in others you might be required to ask questions on behalf of someone else. In this instance you might need to remember –

  • What the enquiry is
  • Any objections you must make
  • The exact scenario you are playing out
  • There will be a list of things you cannot say

All of this together could be stressful. Don’t let it get that way. The preparation you put in will calm the nerves and put you ahead of the game. As they say –

Prior preparation prevents poor performance

You should read the notes thoroughly. The more information you have, the easier it will be to deliver a successful report at the end of your mystery shop. Read them as soon as you are approved for an assignment. This gives you the opportunity to see if you understand. If not, then contact your mystery shopping provider and ask questions. They are there to help you make the most of it. Read again the day before the visit. This will refresh it in the mind. I would also suggest you read just before you leave to carry out the job. There can be no doubt then that you have the information you need.

Also, check your equipment if this is a video mystery shop or audio mystery shop. There’s nothing worse than finding out it doesn’t work as you walk through the door of the bank or building society.

Mystery Shopping Financial Services

Mystery Shopping Financial Services

There are always surveys and opinions about which is the best bank account. Mystery shopping financial services is there to help these banks get things right. None of them want to deliver bad service. Your assistance will uncover training needs or flaws in procedure. It helps the people working there to give the best they can.

Mystery shopping on the whole is a great way to earn some extra money. But many assignments only pay a few pounds. There are mystery shopping financial services assignments out there paying over £100. And you can do a few of these per week if you get signed up with a good number of mystery shopping companies.

If you want to know more about mystery shopping then you can get your hands on the book. It is £9.99 on Amazon Kindle but we’d like to help you get into the weird and wonderful world of mystery shopping. If you subscribe to our newsletter then we’ll send you a copy absolutely free as a ‘thank you.’