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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

  • Public Consultation - Waste

  • International Satisfaction & Development

  • Reader Satisfaction

  • Brand Development & Product Screening

  • Communication: New and existing financial products

  • Engaging adults back into education

  • Loyalty Scheme

  • Understanding the Sales Journey Experience from both sides

  • Public Consultation - Council Tax

  • Understanding the use of Temporary Labour

  • Adult Home Care Tracking Product Development

  • Broker Relationship Survey

  • Brand Development

  • Financial Brand Satisfaction Tracking

  • Visitor Survey

  • Staff Surveys

  • Sentencers' Satisfaction Survey

  • Understanding Customer Pricing

  • Strategic Brand Development

  • Benchmarking Mystery Shopping

  • Driving business growth

  • Mixed Media Advertising Analysis

  • Developing marketing materials for new products

  • International Competitor Mystery Shopping

  • Housing Scheme Test

  • Website Development

  • Plasterboard Packaging Research

  • Tourism Focus Groups

  • Luxury In-store Display

  • Satisfaction Survey (Housing)

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Affinities Partner

  • Brand Image Research

  • Marketing consultancy for direct insurance

  • Sports Facility Survey

  • Revitalising Existing Brand

  • Compliance Mystery Shopping

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Product Development using Ethnography

  • Understanding Local Business Needs

  • Development of the Direct Offering

  • Global Advertising Campaign

  • Cathedral Visitor Survey

  • New Expert Information Product

  • Help Desk Mystery Shopping

  • Service Delivery Mystery Shopping

  • Audience Development Plan

  • Understanding Attrition

  • Multi-national Usage & Attitude Survey

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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