Ath Power has many different kinds of bank shops, That it why the responses here are all over the map. I have done well over a thousand shops for them. Some clients come and go, but the reports are indeed straight forward regardless of which bank you are doing. You always need names, so persist. Business cards for platform shops. GeoVerify is suggested for some, mandatory for others. Some require that you collect brochures - generally you are not allowed to write anything on them before you scan them. Some are investment shops with prescribed (imaginary) scenarios and you have to pay attention to verbal and written disclosures and what emblem is on the desk. Without knowing the scenario you are doing, it is hard to provide useful recommendations.
Shopping Southeast Pennsylvania, Delaware above the canal, and South Jersey since 2008