1. Forums
  2. Mystery Shopping Discussion

Have you done the bank and broker phone calls, how do you avoid getting out'ed as a shopper?

April 02, 2016 01:17AM
The instructions are easy, you have your set scenario to call a brokerage but you must pass through the Bank's wing to connect to their Brokerage. I call and its the bank rep asking "who do I have the pleasure of talking to today?" I asked him "are you with MXXX brokerage?" He said "No, are you someone with a CD that's about to expire?" if you have done these, you know that's our line. So telling him "yeah, I do have a CD that's about to expire". So do you think the scenario and cover has been blown, if he knew what I was calling about they can inform their broker counter-part.

Edited 1 time(s). Last edit at 04/02/2016 01:22AM by GrosMichel.
Reply
Log In
x

Create an Account or Log In

Membership is free. Simply choose your username, type in your email address, and choose a password. You immediately get full access to the forum.

Already a member? Log In.

More About Phone Shops
April 02, 2016 01:49AM
I haven't done these shops before. Would an expired CD be just about the only thing someone would ask for a brokerage about when calling the bank?
Reply
April 02, 2016 02:03AM
The bank only deals with FDIC Insured products, getting a wave of callers the same time every month asking to speak to another branch, its so obvious. My way to fix this would be to go directly through their huge brokerage division, its the top three in the Country so why not go through them instead of the bank that bought them out in the banking crisis? I bankers are smart, brokers are even sharper, they know when we are asking to get transferred who we are.
Reply
April 02, 2016 03:01AM
To me, even if they DO know, if they play their role and we play ours, that's what counts.
Reply
April 02, 2016 03:30AM
Well how do they get any work done with all of us calling them? grinning smiley
Reply
April 03, 2016 05:54AM
@TechSavvy wrote:

To me, even if they DO know, if they play their role and we play ours, that's what counts.

Its a good testing for them so we actually keep them busy during the dull drums, thank's for putting things the way you and sbobgal did. We use them to keep our client's employees in tip top shape, all is good!
Reply
Sorry, only registered users may post in this forum.

Click here to login