Client Stories: The First National Bank of Beeville

There’s a right way and a wrong way to mystery shop a financial institution. First, the WRONG way: Recently, a colleague shared a story about his bank being visited by...

Think about it: consumers seeking out a local branch’s address or hours of availability can easily be deterred by incorrect listings and information giving him/her a poor first impression of your overall brand.

The requirements of the Community Reinvestment Act (CRA) make acquiring more customers in the low-to-moderate income segment an even higher priority for financial institutions. With a mandate to invest in banking services in underserved communities, it makes sense to consider cost-effective acquisition solutions that let you reach these unbanked and under-banked consumers, while also helping meet your CRA compliance goals.