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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

  • Product Development using Ethnography

  • Adult Home Care Tracking Product Development

  • Communication: New and existing financial products

  • Affinities Partner

  • Competitor Mystery Shopping

  • Driving business growth

  • Strategic Brand Development

  • Loyalty Scheme

  • Understanding Customer Pricing

  • Global Advertising Campaign

  • Brand Development & Product Screening

  • Plasterboard Packaging Research

  • Brand Image Research

  • Tourism Focus Groups

  • Understanding Attrition

  • Cathedral Visitor Survey

  • Public Consultation - Waste

  • Staff Surveys

  • Compliance Mystery Shopping

  • Developing marketing materials for new products

  • Reader Satisfaction

  • Trade-off Pricing Research

  • Development of the Direct Offering

  • Luxury In-store Display

  • Multi-national Usage & Attitude Survey

  • Sentencers' Satisfaction Survey

  • Financial Brand Satisfaction Tracking

  • Satisfaction Survey (Housing)

  • Housing Scheme Test

  • Audience Development Plan

  • Revitalising Existing Brand

  • Understanding the use of Temporary Labour

  • Benchmarking Mystery Shopping

  • Sports Facility Survey

  • Understanding Local Business Needs

  • Public Consultation - Council Tax

  • Help Desk Mystery Shopping

  • Website Development

  • Comms testing alongside NPD

  • International Competitor Mystery Shopping

  • Mixed Media Advertising Analysis

  • Visitor Survey

  • Prototype Evaluation

  • Understanding the Sales Journey Experience from both sides

  • Broker Relationship Survey

  • New Expert Information Product

  • Engaging adults back into education

  • Brand Development

  • Service Delivery Mystery Shopping

  • International Satisfaction & Development

  • Marketing consultancy for direct insurance

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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