Competitive Rate and Fee Intelligence, Mystery Shopping Services for Sales and Service Evaluation and Compliance/Fair Treatment Testing
Informa Research Services is the premier provider of competitive intelligence and mystery shopping services to the financial services industry. Informa conducts daily surveys of retail, lending and business products offered by more than 10,000 financial organizations. Informa has designed mystery shopper programs to address sales and service, compliance, fair treatment, member satisfaction, retention and competitive performance issues. Informa became a CUNA Strategic Services provider in 2010.
By gathering accurate and timely competitive information, Informa can help your credit union efficiently and intelligently make the right pricing decisions to meet business objectives. Informa’s mystery shopping services help increase deposits, new account growth, cross-sales, and depth of accounts by motivating and recognizing superior and consistent employee performance.
Established in 1983 to meet a growing need for accurate and timely financial services product information, Informa quickly became the market leader of competitive data intelligence and mystery shopping services for the financial services industry. Informa has earned a reputation for extreme accuracy and enthusiastic customer service.
Competitive Rate and Fee Intelligence: Informa conducts daily surveys of deposit, consumer loans, mortgage loans, credit cards, indirect loan/lease and specialty products. In addition, they can provide fee and feature studies that reveal the competitiveness of your retail and business fee-based products.
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Mystery Shopping Services: Informa helps you see real results on key issues – employee sales and service, compliance, fair treatment, member satisfaction, member retention, new product launch, and competitive performance issues.
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Compliance Testing, Self Assessment: Informa helps you identify and correct serious fair treatment, fair lending, and other compliance-related issues in a confidential self-assessment program. Using mystery shop and member survey methodologies, we capture the "member experience" to identify areas of improvement or concern which cannot typically be gleaned from general compliance transaction testing. This type of testing greatly complements your credit union's quality control monitoring program with enhanced coverage of the true end-to-end process.
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