Management Profiles
Mary Morgan
President
Mary has over 17 years of competitive research experience. Before forming Financial Shop Solutions, she was Vice President of Client Services and Research at Datatron. She has extensive experience working with the top banks in the United States, providing them with information to assist them in increasing their fee income, evaluating their company against their competitors in the areas of marketing and client services, and evaluating their own banks standards and their employees.
Research Team
Our team is a compilation of financial services professionals, with experience working directly for banks and financial institutions as well as research specialists, with an emphasis on fee gathering and mystery shopping. The combination of financial professionals and research specialists make our research and surveys on point and accurate.
Shoppers
Working hand in hand with our research team are our shoppers that work in the field. Our shoppers are experienced and specifically trained on our clients individual scenarios. They understand each shop is different and strive to understand the objective to guarantee a successful shop.