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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

  • Revitalising Existing Brand

  • Competitor Mystery Shopping

  • Reader Satisfaction

  • Luxury In-store Display

  • Engaging adults back into education

  • International Satisfaction & Development

  • Benchmarking Mystery Shopping

  • Financial Brand Satisfaction Tracking

  • Driving business growth

  • Housing Scheme Test

  • Cathedral Visitor Survey

  • Service Delivery Mystery Shopping

  • Satisfaction Survey (Housing)

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Comms testing alongside NPD

  • Broker Relationship Survey

  • Affinities Partner

  • Brand Image Research

  • New Expert Information Product

  • Global Advertising Campaign

  • Developing marketing materials for new products

  • Adult Home Care Tracking Product Development

  • Public Consultation - Waste

  • Trade-off Pricing Research

  • Prototype Evaluation

  • Understanding Attrition

  • Help Desk Mystery Shopping

  • Brand Development & Product Screening

  • Audience Development Plan

  • Mixed Media Advertising Analysis

  • Product Development using Ethnography

  • Public Consultation - Council Tax

  • Multi-national Usage & Attitude Survey

  • Marketing consultancy for direct insurance

  • International Competitor Mystery Shopping

  • Brand Development

  • Strategic Brand Development

  • Website Development

  • Staff Surveys

  • Understanding the Sales Journey Experience from both sides

  • Plasterboard Packaging Research

  • Compliance Mystery Shopping

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Sports Facility Survey

  • Tourism Focus Groups

  • Communication: New and existing financial products

  • Loyalty Scheme

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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