Financial

Banks - Savings and Loan - Credit Unions

Our financial clients demand innovative strategies to position them as recognized leaders in an ever-evolving marketplace. BARE International offers clients customized research programs to add value to and design strategy options for financial institutions both large and small - from local credit unions to international lenders. Our proven methods allow our clients to gain the edge over competitors.

Our banking consultants will set up a program to measure success and opportunities for you.

• Mystery Visits to Evaluate Customer Service and Sales
• Customer Satisfaction Surveys
• Employee Surveys
• Call Center Audits
• Competitor Mystery Customer Visits and Audits

Case Studies

Strategize Globally. Research Locally


When a leading financial services institution needed to standardize its procedures and point-of-sale materials in its 200,000 world-wide locations, BARE International set up a globally uniform research program that yielded positive results locally

BARE International's custom plan:

• Screen and train local evaluators from Asia, Africa, and the Middle East, according to client specifications
• Ensure that evaluators complete bi-monthly visits to 500 of the client's top revenue-generating locations
• Develop a customized Web-based reporting system to record, store, and report all evaluation data

Client benefits:

• Ability to uniformly assess and measure procedures from hundreds of global locations
• Confidence to produce a baseline procedures manual that is followed at all client locations
• Measurable decrease in employee infractions
• Substantial increase in customer satisfaction
• Consistency of quality products and services in all client locations around the globe