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Financial Services

Make better decisions for your financial products with our unique expertise and tools.

Enable strategic decisions

Financial clients presents unique challenges due to their complex and often sensitive nature. We have the experience to understand these challenges and the tools to provide the solutions financial businesses need.

Our executives understand the unique language of the UK regulatory environment and we know that how you treat your customers is high on the regulatory agenda. We provide input to demonstrate compliance with regulation through mystery shopping; broker, IFA and consultant surveys; customer experience and pricing, communications research, contact centre performance and improvement programmes as well as traditional research methodologies.

Case Studies

  • Trade-off Pricing Research

  • Comms testing alongside NPD

  • Developing marketing materials for new products

  • Sports Facility Survey

  • International Satisfaction & Development

  • Help Desk Mystery Shopping

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Understanding Attrition

  • Global Advertising Campaign

  • Brand Image Research

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Luxury In-store Display

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Engaging adults back into education

  • Loyalty Scheme

  • Financial Brand Satisfaction Tracking

  • Plasterboard Packaging Research

  • New Expert Information Product

  • Staff Surveys

  • Housing Scheme Test

  • Satisfaction Survey (Housing)

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Reader Satisfaction

  • Benchmarking Mystery Shopping

  • Driving business growth

  • Service Delivery Mystery Shopping

  • Broker Relationship Survey

  • Audience Development Plan

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Marketing consultancy for direct insurance

  • Understanding Customer Pricing

  • Brand Development

  • Affinities Partner

  • Communication: New and existing financial products

  • Compliance Mystery Shopping

  • Product Development using Ethnography

  • Understanding the use of Temporary Labour

  • Public Consultation - Council Tax

  • Website Development

  • Revitalising Existing Brand

  • Understanding Local Business Needs

  • Public Consultation - Waste

Contact Phoenix MRC

Telephone

01242 256816

Email

info@phoenixmrc.co.uk

Location

Whithorne House / London Road / Cheltenham / Gloucestershire / GL52 6UY

Find us

"Phoenix Research, and in particular Susan, make the act of market research effortless. Susan spent quality time with us at all stages of the process, thinking thorough all angles and issues relevant to the particular project. Her communication is fantastic and particularly at the start of the process where regular conversations meant we were all comfortable with the direction of the research, it meant Phoenix were fully up to speed on the market, the audience, the issues in terms of budget and timeframes and it meant the whole process thereafter was easy! Susan works in a very collaborative way throughout, there are no surprises, and she clearly brings a wealth of experience and ideas to the table. Would highly recommend."

 Tracy Adams, Cirencester Family Society

Ready to find out more?

Contact us to discover how we can help your business today.

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