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News You Can Use

FINRA and SEC Announce 2016 Exam Priorities

OCC Updates Retirement Plan Handbook

J.D. Power and Associates Releases 2013 U.S. Small Business Banking Satisfaction Study

J.D. Power and Associates Releases 2016 Full Service Investor Satisfaction Study

J.D. Power and Associates Releases 2013 Retail Banking Satisfaction Study

J.D. Power and Associates Releases 2013 Financial Advisor Satisfaction Study

FDIC Issues Consumer Alert on Market Linked CDs

Sales Quality Group Launches Online Branch Audit Services

FINRA Survey Identifies Consumer Financial IQ By State

The FINRA Investor Education Foundation recently completed a massive survey of 28,000+ consumers nationwide to help identify Consumer Financial IQ by State. More...

2009 Gallup Survey - Who Owns Annuities?

The Committee for Annuity Insurers has just released a fascinating new Gallup Survey of owners of non-qualified tax-deferred annuities. More...




Sales Quality Research Group, Inc. is one of America's leading providers of market research services for financial institutions. The company has conducted well over 150,000 in-person and telephone shops of retail bank employees, as well as investment and insurance sales personnel for all types of financial institutions nationwide.

Investment Program Research: Sales Quality Group’s investment program mystery shopping studies are designed to address all relevant OCC, FDIC, FRB, OTS, NCUA and NASD/SEC guidelines and regulations dealing with “oral” sales presentations made in a bank setting. Sales and service quality issues measured include a combination of relating, discovering and advocating skills typically used in the counselor approach to selling. The study results will also help the organization to identify the specific skills, activities and behaviors that drive the success of their top producing reps. Sales Quality Group also conducts Customer Callback studies for investment sales programs to generate valuable customer attitude and opinion data on the performance of the investment sales program.

Other Research: Sales Quality Group also conducts Branch Referral Studies, Customer Satisfaction Studies and Focus Groups for banks throughout the U.S. We also conduct Call Center shops using both telephone and e-mail for several banks and credit unions. Our experience in these areas will help us design an effective study of your Call Center operations. For additional information on Sales Quality Group's products and services, visit the Services section of this website.

Branch and OSJ Audits: Sales Quality Group's Branch and OSJ Audit services are designed specifically for broker dealers, investment sales programs and TPMs. Our highly sophisticated and interactive online system provides a consumer-friendly and cost-effective way to conduct branch and OSJ audits, manage the audit process, and generate key reports necessary to comply with applicable legal and regulatory requirements (NASD Rule 3010). Learn more...

To learn more about Sales Quality Group's capabilities and to discuss your specific needs in more detail, please contact Jim Rensel at (480) 967-7500, Bill Gutkowski or Valentina Zeff