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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

  • Understanding Customer Pricing

  • Sentencers' Satisfaction Survey

  • Trade-off Pricing Research

  • Understanding Local Business Needs

  • Help Desk Mystery Shopping

  • International Satisfaction & Development

  • Brand Development

  • Cathedral Visitor Survey

  • Driving business growth

  • Affinities Partner

  • Communication: New and existing financial products

  • Brand Development & Product Screening

  • Visitor Survey

  • Product Development using Ethnography

  • Tourism Focus Groups

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Development of the Direct Offering

  • Marketing consultancy for direct insurance

  • Adult Home Care Tracking Product Development

  • Multi-national Usage & Attitude Survey

  • Engaging adults back into education

  • Public Consultation - Council Tax

  • Benchmarking Mystery Shopping

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Representative panel building

  • New Expert Information Product

  • Understanding the use of Temporary Labour

  • Comms testing alongside NPD

  • Revitalising Existing Brand

  • Strategic Brand Development

  • Competitor Mystery Shopping

  • Website Development

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Audience Development Plan

  • Service Delivery Mystery Shopping

  • Sports Facility Survey

  • Brand Image Research

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Global Advertising Campaign

  • Broker Relationship Survey

  • Reader Satisfaction

  • Staff Surveys

  • Luxury In-store Display

  • Financial Brand Satisfaction Tracking

  • Understanding Attrition

  • Loyalty Scheme

  • Public Consultation - Waste

  • Plasterboard Packaging Research

Contact Phoenix MRC

Telephone

+44 (0) 1242 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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