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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

  • Audience Development Plan

  • Communication: New and existing financial products

  • Financial Brand Satisfaction Tracking

  • Tourism Focus Groups

  • Global Advertising Campaign

  • Public Consultation - Waste

  • Reader Satisfaction

  • Product Development using Ethnography

  • Affinities Partner

  • Public Consultation - Council Tax

  • Understanding the Sales Journey Experience from both sides

  • Benchmarking Mystery Shopping

  • Trade-off Pricing Research

  • Understanding Attrition

  • Competitor Mystery Shopping

  • Staff Surveys

  • Adult Home Care Tracking Product Development

  • Prototype Evaluation

  • Satisfaction Survey (Housing)

  • Understanding Local Business Needs

  • Compliance Mystery Shopping

  • Luxury In-store Display

  • Brand Development

  • Developing marketing materials for new products

  • Mixed Media Advertising Analysis

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

  • Plasterboard Packaging Research

  • Loyalty Scheme

  • Brand Image Research

  • Brand Development & Product Screening

  • Housing Scheme Test

  • Revitalising Existing Brand

  • International Competitor Mystery Shopping

  • Website Development

  • Comms testing alongside NPD

  • Service Delivery Mystery Shopping

  • Strategic Brand Development

  • Cathedral Visitor Survey

  • Multi-national Usage & Attitude Survey

  • New Expert Information Product

  • Sentencers' Satisfaction Survey

  • Development of the Direct Offering

  • Understanding the use of Temporary Labour

  • Visitor Survey

  • Understanding Customer Pricing

  • Help Desk Mystery Shopping

  • Engaging adults back into education

  • Sports Facility Survey

  • Driving business growth

  • Broker Relationship 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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