Skip navigation

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

  • Tourism Focus Groups

  • Understanding Attrition

  • Visitor Survey

  • Competitor Mystery Shopping

  • Affinities Partner

  • Help Desk Mystery Shopping

  • International Satisfaction & Development

  • Sentencers' Satisfaction Survey

  • International Competitor Mystery Shopping

  • Public Consultation - Council Tax

  • Communication: New and existing financial products

  • New Expert Information Product

  • Housing Scheme Test

  • Global Advertising Campaign

  • Plasterboard Packaging Research

  • Developing marketing materials for new products

  • Service Delivery Mystery Shopping

  • Prototype Evaluation

  • Staff Surveys

  • Development of the Direct Offering

  • Understanding Customer Pricing

  • Engaging adults back into education

  • Multi-national Usage & Attitude Survey

  • Benchmarking Mystery Shopping

  • Comms testing alongside NPD

  • Satisfaction Survey (Housing)

  • Brand Development & Product Screening

  • Brand Development

  • Strategic Brand Development

  • Trade-off Pricing Research

  • Reader Satisfaction

  • Sports Facility Survey

  • Financial Brand Satisfaction Tracking

  • Understanding Local Business Needs

  • Loyalty Scheme

  • Compliance Mystery Shopping

  • Revitalising Existing Brand

  • Website Development

  • Marketing consultancy for direct insurance

  • Audience Development Plan

  • Luxury In-store Display

  • Mixed Media Advertising Analysis

  • Brand Image Research

  • Understanding the use of Temporary Labour

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Waste

  • Driving business growth

  • Cathedral Visitor Survey

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Product Development using Ethnography

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.

Get in touch