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PMR Consulting is a member of the Society of Competitive Intelligence Professionals (SCIP).
We are a member of the Society of Competitive Intelligence Professionals (SCIP).
PMR Consulting is member of the European Association of Opinion and Marketing Research Professionals ESOMAR.
We are a member of the European Association of Opinion and Marketing Research Professionals ESOMAR.


Mystery shopping and competitive intelligence for a key EU private banking services provider
Mystery shopping and competitive intelligence for a key EU private banking services provider

Client's problem:

Our client wanted to understand how the private banking offers of the key Polish banks are constructed. The key issue was how to gain access to usually customised offers, for customers with a broad range of assets that could be managed by the bank within its private banking department.

Our solution:

PMR prepared a mystery shopping process within the distribution network of the top 10 financial services providers. First of all, we analyzed all the secondary information covering the private banking sector in Poland through extensive desk research, in order to find out which of the bankers present on the market are really significant in this sector. Gaining this market intelligence allowed us to organise a focused mystery shopping project, during which, through a series of meetings with bank representatives, we gathered a full range of offers that could be compared, analysed and described for our client.

How the project ended:

The project was presented to the client's team responsible for business development in Central and Eastern Europe in one of the bank's European HQs. The presentation turned into a workshop during which findings could be discussed with the client's executives.

Delivery time:

30 days

What the client received through this project:

Through this project client has gained detailed knowledge about the private banking sector in Poland that allowed them to take the decision as to whether its services will be launched in Poland.


Read more about Competitive Intelligence »
Sector: Finance and banking »
Read more about Poland »


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