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The Best Bank and Credit Union Podcast

Three Common Website Secret Shopping Objections Debunked

Many financial brands may not realize that their websites could be their biggest sales blind spots due to lack of proper evaluation. Without secret shopping, banks and credit unions may not identify critical issues that could be causing them to lose out on potential loans and deposits.

This episode of the Practical Perspectives series advocates for external, objective website secret shopping studies as a means to uncover and address these blind spots. These studies offer financial brands the opportunity to gain valuable, unbiased feedback from real users, which can help improve their digital engagement, boost conversions, and ultimately increase loans and deposits.

       
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Key Insights and Takeaways

  • Understanding Website Secret Shopping (00:47)
  • Common Objections to Secret Shopping (03:48)
  • Conclusion: Awareness and Action Steps (43:04)