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The latest in poor instructions from your favorite: Ipsos

November 22, 2024 08:27PM
So, Ipsos asks for a photo upload of the material given to you at a bank shop. You dutifully take a photo and upload the sheet. Ipsos rejects the shop because the sheet was not directly related to your shop type/assignment. For example: The banker gave you the credit card rates sheet, and you were assigned a New Account opening shop. However, the data input for the type/mission of shops do NOT differ. The instructions do NOT say anything but to upload what the banker gives you. The shop does NOT ask you to request the paperwork relevant to your "mission" You think you did what was called for. The client now knows that their new account opening process can be flawed. EXCEPT, Ipsos rejects the shop because of their unstated and unwritten "new" rule. Grumble, grumble....

Edited 2 time(s). Last edit at 11/22/2024 08:47PM by salisburync.
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November 22, 2024 08:54PM
The guidelines show the types of documentation that the banker should be providing with the “New Account” kit. If I was opening an account, whether on a shop or not, I would ask why they handed me a credit card rate sheet. Or even play dumb and ask if this “sheet” was information about the account I just opened. I do not see how the new account scenario guidelines were unclear. I am referring to the Stage Coach type. Are you referencing another type?
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November 22, 2024 10:39PM
if you are given an account opening scenario shop why on earth would you think they are asking for paper from anything else but account opening package?
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November 23, 2024 12:23AM
You opened either a checking or savings account, depending on the type of shop you selected, correct? Not a credit card?

When they open a checking or savings account, the banker has to use a new account kit. They can't open the account without it because they have to input the numbers from the barcode on the back of the folder. There would be no reason for them to use the kit and then not provide it to you. Odder still is to give you a copy of the credit card rates. (I haven't done an opening shop in a while, but I don't recall credit card rates being included in the kit.)

I have to side with Ipshitz on this one. The guidelines show the documents you're looking for; if I didn't get them, I'd devise a ruse to ask why I was given a credit card rate sheet.

If your path dictates you walk through hell, do it as though you own the place. -unknown
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November 23, 2024 05:13AM
Ipshitz isn’t really interested in reporting to their client the mistakes the banker makes with prospective customers, which is the point of these mystery shops. Instead they look for how they can benefit - whether that means screwing the IC or their client. In rejecting the shop they did both, and laid blame, which is their usual modus operandi. If you attempt to convey this to them by questioning it - even in the most diplomatic way - they’ll see it as a threat, pitch a fit, then ban you. They always make it a Hobson’s choice.
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November 23, 2024 05:58AM
This was NOT a stagecoach shop… the instructions and guidelines do nothing to indicate I should do anything but upload what the banker gives me. What made it worse? I Explained, briefly, the main points of the discussion! It was not my job to steer the banker in the right direction, but rather, just report on the interaction.
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November 23, 2024 06:48AM
I mentioned stagecoach in reference to the OP. Unless you are the same person. What bank hint can any of you provide, without naming it, so we can understand which guidelines were not clear?
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November 23, 2024 11:39AM
Are Salisburync & Gobbletalk the same person?
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November 23, 2024 02:19PM
@sestrahelena wrote:

Are Salisburync & Gobbletalk the same person?
It would appear so, ses.

If your path dictates you walk through hell, do it as though you own the place. -unknown


Edited 1 time(s). Last edit at 11/23/2024 02:20PM by drdoggie00.
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November 23, 2024 02:44PM
Sestra...yes...but I really don't know how "Gobbletalk" appearred as my name.....something happened?....SalisburyNC

Edited 2 time(s). Last edit at 11/23/2024 02:49PM by salisburync.
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November 23, 2024 02:56PM
Dr.Doggie (great name, by the way)...this was not a Stagecoach shop...a new account was not opened during this shop.....We are told NOT to lead the banker in this shop and to simply answer the questions (its a pretty simple shop) and upload what the banker gives. The banker gave a rate sheet, and although a new account was discussed, the appropriate new account info sheet and app were not given. My beef is that now, after the fact, my shop was rejected and IPSOS uses, as their excuse, that the POP sheet given to me was not relevant to my mission.....okay, fine, but that sheet IS what the banker gave me! I have reviewed the instructions and guidelines many times, and I am not told to request the correct paperwork if it is not given.
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November 24, 2024 12:23PM
So, blue bank then. I'm not up on current guidelines. I quit doing them when appointments, or lack of appointment availability - and proof of it, became required.

But previously, on a rare occasion when I was given an incorrect document that was not the one required for upload, I would mark NO, upload nothing and leave a comment as to what, if anything, I received. If they wanted that doc, they would return the shop and let me know.
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November 26, 2024 02:57PM
Actually, that's sound advice...but it wasn't a blue bank..just a regional bank that wanted some lyin' and spyin' done. If I am able to do these correctly in the future, I will have graduated to full Carnac status as an Ipsos 'consultant'!
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November 26, 2024 04:18PM
Still no hint on the bank, huh?
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November 26, 2024 05:57PM
I believe the OP is referring to a credit union that's mainly on the west coast. Salisbury, it is unfair your report was rejected. This is exactly why a bank would do mystery shops-- to figure out what their employees are actually handing out!
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November 26, 2024 11:15PM
I agree
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November 26, 2024 11:17PM
I agree. This company has no respect for IC and de-activates for invalid reasons.
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