News You Can Use

J.D. Power and Associates Releases 2011 Full Service Investor Satisfaction Study

J.D. Power and Associates Releases 2011 Retail Banking Satisfaction Survey

Sales Quality Research Group Names Keena Pettijohn as Senior Project Manager

Sales Quality Group Launches Online Branch Audit Services

FINRA Survey Identifies Consumer Financial IQ By State

The FINRA Investor Education Foundation recently completed a massive survey of 28,000+ consumers nationwide to help identify Consumer Financial IQ by State. More...

J.D. Power and Associates Releases 2010 Full-Service Investor Satisfaction Study

Sales Quality Research Group Receives Shopper Endorsement for Leading the Industry in Superior Training

We recently received a testimonial from one of our shoppers, expressing her appreciation for the training and tools we provide. More...

J.D. Power & Assoc. Releases 2010 U.S. Retail Banking Satisfaction Study

2009 Gallup Survey - Who Owns Annuities?

The Committee for Annuity Insurers has just released a fascinating new Gallup Survey of owners of non-qualified tax-deferred annuities. More...

Beware of "Mystery Shopping" Scams

Over the past year, several of our clients have contacted us regarding possible mystery shopping opportunities that turned out to be scams. More...  

FINRA Launches Enhanced Investor Protection and Education Programs

FINRA and AARP recently launched a series of new initiatives aimed at educating and protecting investors - particularly seniors. More...

 

 

 

 

 

Strategic Alliances

Kehrer-Limra

Kehrer-Limra, a subsidiary of LIMRA Services, is the leading provider of information and consulting services on financial institutions as financial services stores. The firm's original studies of sales penetration, profitability, compensation, and compliance have helped many banks, savings associations, and credit unions benchmark their investment sales program performance and understand the key drivers of success. The firm also works with insurers, investment companies, securities firms, technology providers, and marketing organizations on the development of strategies for bank distribution. More...

The Educated Investor

The Educated Investor, together with its publisher Precision Information, LLC, is a leading provider of interactive financial education products to financial services firms and individual investors. Precision Investment's customers benefit from the company´s proprietary database of more than 8000 articles, tutorials, definitions, and quiz questions. The company has been successful in providing financial educational experiences to millions of people worldwide, and over 200 financial service firms. Such industry leaders as Ameritrade, Morningstar, Intuit, and New York Life rely on Precision Information to provide accurate, reliable, unbiased, engaging and easy-to-use NASD-compliant material through web and software applications. More...

Integrity Consultants

Integrity Consultants, LLC provides a full range of mystery shopping services, giving clients the tools necessary to increase profitability and decrease loss through individualized programs and extensive support. Their staff maintains direct contact with both clients and field service representatives to ensure that the data their clients receive is a comprehensive, multi-use tool that can be used to monitor and/or measure the quality of products and services provided by employees at the point of contact with customers. More...

Westgroup Research

Westgroup Research is a full service market research company headquartered in Phoenix, Arizona. As Arizona’s original and largest research firm, they have a proud history of working with most key government and corporate entities in Arizona since 1959. During the past 20 years, they have become the Southwest’s largest full service market research firm, serving clients across the nation. More...

Strategic Compliance & Governance

Strategic Compliance & Governance works closely with clients in all sectors of financial services to develop compliance strategies in response to changing markets and industry structures. They assist their clients in translating these strategies to their everyday practices, resulting in implementable plans for corporate success and long-term prosperity. More...