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Who We Are

A Roadmap For Exceptional Experience


Since opening our doors in 1995, we’ve assisted community banks and credit unions to improve Share of Wallet, Cross-selling, Loan Volume, Deposits and profitability through our customized solutions.  Mosaic offers the comprehensive capabilities and deep industry knowledge necessary to help you solve the most challenging member and customer experience, cultural and performance management issues of your organization.


Our client's success is based on more than just data collection, reporting and training. Our industry experience, specialization in member and customer experience research, training solutions, digital marketing, employee engagement and improvement strategies add a layer of expertise that is uniquely the Mosaic Advantage - which we call Performance360.  When our services are integrated together, the results are amplified even greater.

Member and Customer experience reporting is only one aspect of our systematic approach to increasing service quality and loyalty. In addition to providing first-class survey and mystery shopping research we add:

  • Development of a sales and service improvement strategy - Creating Trusted Advisors

  • Compelling sales and service training programs

  • Employee Engagement Surveys and Training to enhance the culture

  • Recruiting services to find the right talent for the "right fit'

  • Best-practices workshops

  • Incentive compensation consulting

  • Strategic Consulting

  • Digital Marketing


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