August 27, 2026

1 PM – CDT

Every Interaction Leaves a Score
Great service does not happen by accident. It is built through consistent behaviors, confident conversations, and teams that know exactly what excellence looks like. Pinnacle Financial Strategies’ Mystery Shopping Services give financial institutions a clear, measurable way to evaluate the accountholder experience across branches, phone interactions, digital channels, and competitive institutions.

What Your Financial Institution Can Gain
In this webinar with Director of Mystery Shopping Michaela Heaton and Account Manager Nigel Arceo you’ll see how mystery shopping helps you:

• Measure real service and sales behaviors with clarity

• Identify coaching opportunities for frontline teams

• Recognize high-performing employees and locations

• Strengthen consistency across every accountholder touchpoint

• Compare results across teams, branches, and competitors

• Turn service expectations into measurable performance standards

Live Software Demo

We’ll walk through the software Pinnacle uses to track, organize, and report mystery shopping results, showing how individual shop results become meaningful metrics leaders can use.

Raise the Standard

See how Pinnacle’s Mystery Shopping Services can help your financial institution improve accountholder experiences, coach with confidence, and build a service culture where performance is not just expected, it is measured, managed, and improved.