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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

  • Brand Image Research

  • Sentencers' Satisfaction Survey

  • Brand Development & Product Screening

  • Adult Home Care Tracking Product Development

  • Mixed Media Advertising Analysis

  • Revitalising Existing Brand

  • Audience Development Plan

  • Public Consultation - Waste

  • International Competitor Mystery Shopping

  • Comms testing alongside NPD

  • Website Development

  • Help Desk Mystery Shopping

  • Prototype Evaluation

  • Public Consultation - Council Tax

  • Compliance Mystery Shopping

  • Communication: New and existing financial products

  • Competitor Mystery Shopping

  • Trade-off Pricing Research

  • Staff Surveys

  • Satisfaction Survey (Housing)

  • Sports Facility Survey

  • Brand Development

  • Housing Scheme Test

  • Financial Brand Satisfaction Tracking

  • Loyalty Scheme

  • Engaging adults back into education

  • Marketing consultancy for direct insurance

  • Visitor Survey

  • Understanding the use of Temporary Labour

  • Plasterboard Packaging Research

  • Reader Satisfaction

  • Driving business growth

  • Product Development using Ethnography

  • Broker Relationship Survey

  • Multi-national Usage & Attitude Survey

  • Strategic Brand Development

  • Service Delivery Mystery Shopping

  • Understanding Customer Pricing

  • Development of the Direct Offering

  • Developing marketing materials for new products

  • Cathedral Visitor Survey

  • New Expert Information Product

  • Affinities Partner

  • Tourism Focus Groups

  • Understanding Attrition

  • Understanding Local Business Needs

  • Luxury In-store Display

  • International Satisfaction & Development

  • Global Advertising Campaign

  • Understanding the Sales Journey Experience from both sides

  • Benchmarking Mystery Shopping

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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