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Banking Industry Veterans Join Forces to Provide Financial Institutions
Unparalleled Mystery Shopping and Performance Measurement Services
HOUSTON – (April 25, 2006) — Pinnacle Financial Strategies, a leading provider
of practical intelligence solutions that help financial institutions drive visible
results, announced today it has merged its mystery shopping service, Peak
Performance ShoppingTM , with Professional Review and Operational Shoppers,
Inc. – better known as PROS.
For more than 19 years, PROS has delivered premier mystery shopping services
designed to address the sales and service needs of financial institutions. PROS’
longevity and industry expertise enhances Pinnacle’s robust offerings to provide
a comprehensive mystery shopping offering that delivers actionable intelligence
for financial institutions of all sizes.
“PROS has an unrivaled reputation as the leading mystery shopping provider for
some of the most respected financial institutions in the nation,” said Joe Gillen,
CEO of Pinnacle Financial Strategies. “Their ability to develop reliable research,
reporting and measurement models, coupled with decades of experience in the
banking industry, made them a logical fit for Pinnacle.”
The merger will be largely invisible to PROS’ existing clients. The two principals,
Twana Barnett and Nancy Steadman, will continue to service clients and fortify
the customer relationships they have worked almost 20 years to cultivate.
“Both companies were founded by bankers for bankers. We are excited about
the transition and maintaining relationships with all of our clients,” Steadman
added. “By aligning our operations with Pinnacle we can elevate our consultative
approach –not only in how we collect data, but in how we provide guidance to
improve customer service, drive loyalty and differentiate offerings for banks and
credit unions across the country.”
Pinnacle’s newly enhanced Peak Performance ShoppingTM solution gives
financial institutions a singular blend of senior-level industry knowledge and a
performance measurement solution to meet sales, service and competitive
intelligence needs.
The merger represents a major change in the mystery shopping landscape for
financial institutions, as the competition to attract and retain customers becomes
increasingly intense. With the same online reporting system available from
PROS and Pinnacle, customers now have access to a broader array of mystery
shopping capabilities and analysis.
About Pinnacle Financial Strategies
Pinnacle Financial Strategies provides practical solutions that help financial
institutions drive visible results by realizing profit potential, improving competitive
advantage, reducing risk, and successfully navigating change. The company’s
portfolio combines industry expertise, innovative technology, best-in-breed
partners and ongoing customer support in leading overdraft privilege, loan
management, and sales and service solutions. For more information visit
www.pinnstrat.com.
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