Skip navigation

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

  • Loyalty Scheme

  • Satisfaction Survey (Housing)

  • International Competitor Mystery Shopping

  • Tourism Focus Groups

  • International Satisfaction & Development

  • Mixed Media Advertising Analysis

  • Sentencers' Satisfaction Survey

  • Housing Scheme Test

  • Multi-national Usage & Attitude Survey

  • Cathedral Visitor Survey

  • Revitalising Existing Brand

  • Visitor Survey

  • Development of the Direct Offering

  • Adult Home Care Tracking Product Development

  • Comms testing alongside NPD

  • Prototype Evaluation

  • Communication: New and existing financial products

  • Public Consultation - Council Tax

  • Brand Development & Product Screening

  • Staff Surveys

  • Driving business growth

  • Brand Image Research

  • Broker Relationship Survey

  • Financial Brand Satisfaction Tracking

  • Benchmarking Mystery Shopping

  • Reader Satisfaction

  • Sports Facility Survey

  • Brand Development

  • Engaging adults back into education

  • Service Delivery Mystery Shopping

  • Trade-off Pricing Research

  • Audience Development Plan

  • Understanding the use of Temporary Labour

  • Help Desk Mystery Shopping

  • Affinities Partner

  • Competitor Mystery Shopping

  • Marketing consultancy for direct insurance

  • Strategic Brand Development

  • Understanding Local Business Needs

  • Developing marketing materials for new products

  • Plasterboard Packaging Research

  • Website Development

  • Understanding Customer Pricing

  • Compliance Mystery Shopping

  • Representative panel building

  • Understanding Attrition

  • Global Advertising Campaign

  • Product Development using Ethnography

  • Public Consultation - Waste

  • Luxury In-store Display

  • Understanding the Sales Journey Experience from both sides

  • New Expert Information Product

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.

Get in touch