Smart
Financial Services Checks

Speed up your services and improve customer experience with our smart financial services checks.

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“Shepper helps us keep a close eye on the presentation of our portfolio of assets.” - Melanie Collett, Head of Asset Management

Types of Financial Services Checks

Insurance Checks

From property to commercial equipment, receive third-party digital reports of any capital asset, to automate your risk assessments. Our audit services cover: underwriting risk services, insurance claim checks and loss prevention.

Asset Management Audits

Check on the condition, functionality and safety compliance of your capital assets with our instant digital auditing services. Speed up, digitise and standardise the management of your assets.

ATM & Bank Branch Checks

Receive reports on how customers use your services and what they think of them. Check how your staff help customers as well as how well applications and products are explained.

Location Scouting

Research locations for your financial services needs. Whether on a national or global scale, we can check on locations all around the world for you.

Can’t see your check?

Shepper checks are completely customisable to your needs. Talk to one of our experts today to discuss your checking needs.

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  • Reduce risk & auditing costs

    Outsourcing your asset auditing services with Shepper saves you and your team time and money. By carrying out regular asset management checks you reduce risks impacting your business.

  • Improve service quality and customer satisfaction

    Instant digital asset checks allow you to speed up the time it takes to check on assets, increasing the quality of your services and in turn customer satisfaction.

  • Automating asset audits digitally

    By standardising and automating your asset checks with digital reports you improve the quality of your audits and reduce risk. All reports are GPS and time-stamped, with the data being tailored to your exact needs.

  • Reduce risk & auditing costs

    Outsourcing your asset auditing services with Shepper saves you and your team time and money. By carrying out regular asset management checks you reduce risks impacting your business.

  • Improve service quality and customer satisfaction

    Instant digital asset checks allow you to speed up the time it takes to check on assets, increasing the quality of your services and in turn customer satisfaction.

  • Automating asset audits digitally

    By standardising and automating your asset checks with digital reports you improve the quality of your audits and reduce risk. All reports are GPS and time-stamped, with the data being tailored to your exact needs.

  • "We are currently working with Shepper, which operates almost as a property mystery shopper, to keep a close eye on the presentation of our assets. Shepper can source ‘Shepherds’ to carry out regular inspections across a portfolio, through a network driven by the trusted economy."
    Melanie Collett,
    Head of Asset Management
    Read more customer stories
    Tailored to you

    Shepper checks are completely tailored to your needs. Simply tell us what to check, where to check and when to check.

    All locations

    Any location you need checking, we will recruit, train and get our Shepherds there, to carry out your checks.

    On-demand

    Book checks as and when you need them, our Shepherds are always on it, 7 days a week.

    How it works

    On-demand and tailored to you

    Get Started
    You book

    Together we build your task list. Checks are completely customised to your needs. Choose the types of tasks and the data format that you need.

    We check

    Our network of Shepherds carry out your checks using the Shepper App. Our QA team validates every report before sending your way.

    You receive

    You receive instant digital reports of your assets in real-time, straight to your inbox. All reports are GPS and time stamped and easily shareable.

    Get started with Shepper